Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How to Navigate a Successful Partner Split - Ep 33 Rich LeBranti Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. In today's episode, we have Rich LeBranti. A graduate of Malden Catholic High School and Sto...

Financial Advisors Want to Know: Valuation, Market Multiples, Succession Planning for Practices - Episode #32: Scott Leak, CFP®, CEPA® Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today we have a 25 year veteran in financial services, Scott...

Financial Advisors Want to Know: How to Build a Community of Advisors and COIs - Ep 31 Brenna Baucum Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms Brenna Baucum has over a decade of experience in the financial services industry. She is the fo...

Financial Advisors Want to Know: How to Create Processes to Work Less and Love Your Business - Ep 30 Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Creating a top-notch client experience that runs like clockwork is the best way to build a ref...

Financial Advisors Want to Know: How to Enhance Your Video Presence - Ep 29 Katie Braden Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. On today’s episode of Financial Advisors Want to Know I have Katie Braden an EXPERT in video production fo...

Financial Advisors Want to Know: How to Find Candidates and Screen for the Right Fit - Ep #28 with Caleb Brown, MBA, CFP How to determine your needs, find candidates, and screen for the right fit. Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms...

Financial Advisors Want to Know: How to Discover Your Niche and Craft Your Positioning - Ep 27 Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Natalie Hales boasts more than a decade of financial marketing experience on both sides of the borde...

Financial Advisors Want to Know: How to Leverage Technology with Maus: A Strategic Planning Software - Ep 26 Michael Brady Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today, we have Michael Brady.   Michael is the Director of Sales at Maus...

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Since 2003, Lindsay Troxell has collaborated with financial firms across the U.S. and Europe, focusing on creating meaningful experiences for employees and clients. Her 20-year career spans roles...

Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion, a specialty tax and accounting firm that works with financial advisors. In today’s episode of Financial Advisors Want to Know I have Jonathan B. Wilson, Esq. joining me to discuss the Beneficial Ownership Information Report requirements that are impacting most entities starting Jan 1, 2025.  Ke...

Financial Advisors Want to Know: How to Think Through Exit Planning - Ep #23: Justin Goodbread Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms Growing up in Brunswick, Georgia, Justin developed a strong work ethic from an early age, starting hi...

Financial Advisors Want to Know: How to Engage Your Email List Through the Power of Storytelling - Ep #22 Sonja Ecklund Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today's episode, I have Sonja Ecklund on the show. She is a board-cert...

Financial Advisors Want to Know: Why Clients Sabotage Their Finances and How to Help Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. On today's episode, I have Joy Slabaugh. She's a CFP with 20 years of financial planning experience,...

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today I am with Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in reti...

Financial Advisors Want to Know: The Benefits of Paraplanning - Ep 19: Brandon Lovingier Welcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall. I'm a CPA over at Dominion Enterprise Services. We're a specialty tax and accounting firm that works for financial advisors. And on today's episode, I have Brandon Lovingier.  He's the AKA the enlisted money...

Financial Advisors Want to Know: How to Effectively Implement an EOS System - Ep 17 Scott Rusnak Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA here at Dominion Enterprise Services. We're a specialty tax and accounting firm that just works for financial advisors. In today's episode, I have Scott Rusnak. He is an executive coach, expert EOS imple...

Financial Advisors Want to Know How to Enhance Their Website - Episode #13 Lauren Hong Hello, everyone. Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, CPA here with Dominion. We're a firm specializing in tax work for financial advisor firms. Today I have with me Lauren Hong. She started Out and About Communications back in 2013, and it's an agency ded...

Financial Advisors Want to Know How to Implement Artificial Intelligence - Episode 14: Ben Olson Welcome to another episode of Financial Advisors Want to Know. Today, I've got with me Ben Olson, who is an expert in AI implementations for financial advisor firms. This is going to be a great episode, something I'm super interested in as I run, you know, where we run a CPA firm that does ta...

Financial Advisors Want to Know: How to Set Up a 401K Plan - Episode #15: John Jones Welcome everybody to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion. We're a firm that specializes in tax advisory and compliance for financial advisors and wealth managers, RIAs. Today's guest is John Jones. He's the president of Scissortail Executive A...

Financial Advisors Want to Know: How to Plan For a Purpose Driven Retirement - Ep 16: Tony Hixon Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, one of the partners here at Dominion Enterprise Services, a specialty tax and accounting firm that works specifically for advisors. On today's episode, we have Tony Hixon, the CEO of Hixon Zuercher Capital Manageme...

In this episode, we're going to be talking about equity sharing and compensation issues for running practices. I have with me today Carolyn Armitage. She started her career as an advisor She possesses firsthand knowledge and deep empathy for the challenges advisors face with the CFP and CIMA designations. She's held roles as a consultant to CEOs of wealth management firms, the head of we...

This episode with Matthew Miner, CFP®, MBA of Miner Wealth Management is about his journey doing a partial buyout of a practice he was working with and what he sees in the rearview mirror for advisors looking to do the same to launch their practice. Top Takeaways: 1- Having trust is everything with a seller, but making sure to get legal documentation just for clear understanding, expectations, and...

In this episode of Financial Advisors Want to Know, Liz Hand, CFP®, ACC Hand gives us a first-hand (Sorry, Liz, I couldn’t resist) take on family successions for firms. Some key takeaways: 1- Anticipate the messy, but have a regular cadence of communication that can be open 2- Be okay with needing to get a little emotional space when going through a business transition that involves other family m...

On this episode of Financial Advisors Want to Know, we’re talking about the overall process of relationship marketing with the expert - Bill Cates, The Original Referral Coach Under the banner of Relationship Marketing: 1. Referrals -- Multiply your best clients through introductions from clients and centers of influence. 2. Relevance -- Communicate your value to cut through the noise and win more...

Financial Advisors Want to Know: Pricing, Packaging, & Positioning Advice for a Fee - Ep 8 Giving advice away without compensation can be the bane of a financial professional’s existence. In this convo with Simon Granner , we talk about how to start charging for that advice if it’s been a problem for you My favorite takeaway from the conversation was the “just go for it” attitude;  It’s so eas...