Financial Advisors Want To Know Podcast

Dominion Enterprise Services
  • 5.0 (3)
  • BUSINESS
  • UPDATED SEMIWEEKLY

Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9Visit us at DominionEs.comConnect with Catherine on LinkedIn - https://www.linkedin.com/in/ctindallcpa/Connect with Catherine on Twitter - https://x.com/CTindallCPA

  1. Ep 93: What Women Want From Their Financial Advisor

    2D AGO

    Ep 93: What Women Want From Their Financial Advisor

    Financial Advisors Want to Know: What Women Want From Their Financial Advisor | Ep. 93 Dr. Barbara Provost & Maggie Nielsen, MBA 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 this episode, we explore how financial advisors can build deeper trust, improve retention, and better support women clients—especially during major life transitions—by listening more intentionally and designing a client experience that truly meets their needs. Key Takeaways: Women aren’t a niche—they’re the majority decision-makers. Advisors who fail to intentionally serve women risk losing assets during major life transitions like widowhood or divorce. Trust is built through listening, not expertise alone. Women clients value being heard, understood, and included in the conversation just as much as technical competence. Life transitions are the critical moments that define retention. How advisors show up during emotionally complex events often determines whether a client stays or leaves. Process matters more than product. Clear communication, thoughtful planning frameworks, and consistent follow-through create confidence and long-term loyalty. Advisors who adapt their approach gain a real competitive edge. Firms that design their experience with women in mind don’t just retain assets—they grow through deeper relationships and referrals. Visit Purse Strings website:  https://pursestrings.co/ Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    27 min
  2. Ep 92: 2025 Autumn Tax Planning for Advisors

    DEC 8

    Ep 92: 2025 Autumn Tax Planning for Advisors

    👉 Autumn Tax Planning for Financial Advisors This is my specialty, and in this session I walk you through the exact cadence, tools, and decision-making framework I use when planning for advisory firms. Because let’s be honest: Tax planning isn’t a profit center for most advisors… but it should be. This episode will help you understand the right way to approach tax planning so you can: ✔️ Avoid costly surprises ✔️ Catch opportunities before they expire ✔️ Spot problems long before they blow up ✔️ Feel confident and informed in conversations with your tax professional Download the complete slide deck referenced in this episode here: 👉 Click here 💬 Have Questions? DM Me on LinkedIn I can’t give personal tax advice outside an engagement, but I’m always happy to point you in the right direction. Connect with me here: 👉 https://www.linkedin.com/in/ctindallcpa/ Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    58 min
  3. Ep 91: Budgeting, Forecasting & Capacity for RIAs

    NOV 24

    Ep 91: Budgeting, Forecasting & Capacity for RIAs

    Financial Advisors Want to Know: Budgeting, Forecasting & Capacity for RIAs – Ep. 91 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 this episode of the Financial Advisors Want to Know podcast, we speak with fellow CPA and fractional CFO Nancy Jacobson, founder of Xtended Financial Resources. With more than thirty years of experience and a decade spent specializing in RIAs, Nancy helps advisory firms boost profitability using real-time financial data, efficient systems, and strategic planning. Key Takeaways: Real-time data turns accounting into a proactive tool. Firms make better decisions when they see financial shifts as they happen—not months later. Fast month-end closes enable real forecasting. Timely financials help leaders understand trends, spot issues early, and adjust quickly. Effective budgets are detailed and data-driven. A strong budget incorporates accurate data, growth expectations, and fully loaded hiring costs. Capacity planning requires staying ahead of growth. Hiring must happen before capacity breaks to avoid burnout, turnover, and client experience issues. Process inefficiencies quietly drain profit. Mapping workflows exposes bottlenecks, redundant steps, and areas ripe for improvement before automation. Connect with Nancy: https://www.linkedin.com/in/nancyjacobsoncpa https://xtendedfr.com/ Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    25 min
  4. Ep 90: Why Succession Is the Ultimate Fiduciary Act

    OCT 27

    Ep 90: Why Succession Is the Ultimate Fiduciary Act

    Financial Advisors Want to Know: Why Succession Is the Ultimate Fiduciary Act - Ep. 90 Tyson Ray 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 this episode of Financial Advisors Want to Know, Catherine Tindall, CPA, sits down with Tyson Ray, author of Total Succession and host of the Total Succession Show, to explore what it really takes to leave your firm—and your clients—better off. Tyson shares why he calls succession “the ultimate fiduciary act”, how to avoid the biggest advisor mistakes, and his framework for creating SPACE to plan your exit with purpose. Whether you’re five years from retirement or just starting to think about the future, this conversation will help you see succession planning not as an ending—but as your next great beginning. Key Takeaways: Succession is the ultimate fiduciary act — It’s not just about maximizing your payout; it’s about ensuring your clients, your team, and your legacy are better off after you’re gone. Start early and make space — Advisors often avoid succession planning because it feels overwhelming, but small steps—like clarifying what you see for your future—can start the process. Your plan should fit your fingerprint — There’s no one-size-fits-all solution. Every firm’s succession strategy should reflect its people, structure, and goals. Don’t mistake busyness for preparedness — Advisors delay planning because “they’ll get to it,” but waiting until burnout or a crisis leaves fewer options. Exiting doesn’t mean ending — The “exit” can be a new beginning. You can stay involved, consult part-time, or redefine your role while transitioning ownership and leadership. Connect with Tyson: https://www.linkedin.com/in/tysonray https://formwealth.com/tyson-ray/ https://totalsuccession.com/ https://www.amazon.com/-/es/Tyson-Jon-Ray-ebook/dp/B0F8TN91NL Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    22 min
  5. Ep 89: The Secret to Scaling Without Burning Out

    SEP 29

    Ep 89: The Secret to Scaling Without Burning Out

    Financial Advisors Want to Know: The Secret to Scaling Without Burning Out 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 this episode of Financial Advisors Want to Know, Kristin Andree, high-performance coach and business strategist, shares actionable strategies for advisors looking to level up their practice. From clarifying your vision and leveraging tech and marketing to investing back into your business and embracing AI, Kristin shows how small changes and strategic choices can unlock massive growth. Whether you want to scale efficiently, reduce bottlenecks, or prepare your firm for the future, this episode is packed with tactical advice for advisors ready to do more—and do it differently. 5 Key Takeaways: Define Your Practice Vision: Clarify whether you want a lifestyle firm or an aggressive growth platform and align your strategy accordingly. Identify Your Leverage Points: Focus on tech, marketing, and human resources to scale efficiently and maximize impact. Invest Back in Your Business: Strategic reinvestment of profit improves capacity, efficiency, and long-term value. Embrace AI and Automation: Use technology to remove bottlenecks and free advisors to focus on high-value work. Do Something Different to 10X: Small changes grow your business incrementally, but innovative shifts unlock exponential growth. Connect with Kristin: https://www.linkedin.com/in/kristinandree https://myfacoach.com/ Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    26 min
  6. Ep 88: How to Plan Events That Actually Work

    SEP 15

    Ep 88: How to Plan Events That Actually Work

    Financial Advisors Want to Know: How to Plan Events That Actually Work - Ep. 88 Want to make every client event count? In this video, we share actionable strategies that financial advisors want to know to plan events that deepen relationships, improve client engagement, and maximize ROI. Learn the differences between digital and in-person events, avoid common pitfalls, and discover how to use client data to create lasting positive memories. 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. Angela York and Elyse Stoner are the team behind Event Advisors, helping financial professionals turn client events into strategic business tools. Angela brings hands-on experience from inside advisory firms, while Elyse offers big-picture strategy shaped by a career in sports and entertainment. Together, they focus on Return on the Moment™, crafting purposeful events that build trust, deepen relationships, and drive results. Key Takeaways: Plan Strategically: Every event should align with business goals, not just be for fun.Collect Client Data: Use feedback and preferences to personalize future interactions.Follow-Up Matters: Touchpoints before, during, and after the event are crucial.Choose the Right Format: In-person builds relationships; digital works best for education.Delegate Operational Tasks: Free your team to focus on client relationships, not logistics. Access resources:  https://event-advisors.net/getstarted Connect with Elyse: https://www.linkedin.com/in/elyse-adler-stoner/ Connect with Angela: https://www.linkedin.com/in/angelayork/ Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    32 min
  7. Ep 87: How to Build Trust Quickly with Prospects and Clients

    SEP 1

    Ep 87: How to Build Trust Quickly with Prospects and Clients

    Financial Advisors Want to Know: How to Build Trust Quickly with Prospects and Clients - Ep. 87 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. Colleen Bowler, CFP®, spent over 25 years building and growing her planning firm - biggest impact on the lives of families under their care. Now using that wisdom in her new firm C&J Innovations. Coauthor, Generous Kids & coach w/Strategic Coach. Episode Takeways: Ask Questions to Build Trust Quickly – Shifting the conversation from “me” to “them” accelerates rapport and shows clients you care about their goals, not just their portfolios. Listen to Both Voices in a Household – Engaging both partners in financial conversations ensures long-term retention and helps avoid surprises when life changes occur. Mindset and Purpose Over Returns – Understanding clients’ aspirations and mindset allows advisors to qualify prospects quickly, saving time and preventing non-aligned relationships. Team Members Are Your A-Plus Clients – Investing in your team’s growth, goals, and satisfaction directly impacts client service and retention, creating a healthier firm culture. Leverage Structured Assessments – Using a short, repeatable assessment helps uncover client pain points and goals upfront, leading to more meaningful conversations and efficient practice management. Connect with Colleen: https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796/ https://thepassportpackage.com/ Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    23 min
  8. Ep 86: Simplifying Health Insurance for Your Practice and Clients

    AUG 18

    Ep 86: Simplifying Health Insurance for Your Practice and Clients

    Financial Advisors Want to Know: Simplifying Health Insurance for Your Practice and Clients - Ep. 86 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 we have Christine Simone. Previous founder & CEO at Caribou, now leading Partnerships and Product at Move Health. At Caribou, Christine led the creation of the first technology-driven healthcare planning platform for financial advisors, helping define and establish a new category within wealth management. Under her leadership, Caribou’s flagship software, HealthPlanner, became a Wealthie Award-winning platform and was named a T3 “All-Star” in the Technology for Today survey two years in a row—an accolade achieved by few companies among hundreds.  The company’s acquisition by Move Health in January 2025 expanded its reach across health insurance enrollment, benefits guidance, and integrated financial planning. In addition to empowering a team to grow the company from inception to acquisition, Christine also assembled a distinguished Board and investor group, including leading voices from Silicon Valley and the wealth management industry. Christine was recently recognized on Forbes 30 Under 30 in the Healthcare category and WealthManagement.com's Top 10 to Watch in 2024, a testament to the incredible work that her team does in these two areas! Key takeaways from podcast: Health Planning is Critical but Often Overlooked: Advisors often miss health insurance and costs when building client financial plans, creating gaps in understanding and client confidence.Start With Yourself: Advisors should first explore their own health planning and administrative processes before offering insights to clients—this builds experience and credibility.Leverage Expert Partnerships: Advisors don’t need to be insurance experts; identifying opportunities and connecting clients with trusted partners ensures coverage and reduces operational drag.Holistic Financial Advice Boosts Client Relationships: Discussing health insurance and costs strengthens trust, deepens relationships, and differentiates advisors in a crowded market.Timing and Process Matter: Advisors can integrate health planning into client touchpoints (e.g., Medicare or marketplace open enrollment) using efficient workflows, portals, and checklists to streamline implementation. Connect with Christine: https://www.linkedin.com/in/christinesimone3/ Move Health's website: https://movehealth.io/ Connect with Catherine: https://www.linkedin.com/in/ctindallcpa/ Sign-up for our newsletter: https://dominion-enterprise-services.kit.com/9944b047d9 Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn

    23 min
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About

Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9Visit us at DominionEs.comConnect with Catherine on LinkedIn - https://www.linkedin.com/in/ctindallcpa/Connect with Catherine on Twitter - https://x.com/CTindallCPA

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