Financial Advisors Want To Know Podcast
Hosted by Catherine Tindall · Dominion Enterprise Services
5.0from 8 ratings
- 114
- Episodes
- 22
- Transcribed
- 8
- Ratings
- Daily
- Cadence
- 2024
- First episode
About Financial Advisors Want To Know Podcast
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/9944b047d9 Visit us at DominionEs.com Connect with Catherine on LinkedIn - https://www.linkedin.com/in/ctindallcpa/ Connect with Catherine on Twitter - https://x.com/CTindallCPA
- Publisher
- Dominion Enterprise Services
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 16 Jul 2024
- Latest episode
- 5 Oct 2026
Latest episodes
22 of 114 episodes have a transcript.
5 Oct 2026
Ep 113: How to Build a Team That Grows With Your Firm
21 Sept 2026
The Decisions That Drive Advisory Firm Growth with Angie Herbers
7 Sept 2026TRANSCRIPT
Ep 111: What Happens When an Advisor Leaves?
Inside a recent episode
Ep 111: What Happens When an Advisor Leaves?
Published 7 Sept 2026 · Transcript excerpt
[…] Or is this firm one that's more reasonable and saying, hey, we understand that clients follow the advisor, so we know what's coming when that advisor leaves. So what I do is sit down and go through each provision and figure out, is this enforceable or is it not? What's your tolerance for litigation, Mr. or Mrs. Advisor, and figure out what can you handle, what can you not handle, and plan appropriately. I'll give you a great example. We'll take the issue of announcements. A lot of financial advisors, when they leave a firm, what do they want to do? They want to tell their clients, hey, I've left firm X, I'm now at firm Y, whether that's a new firm or their own firm. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Financial Advisors Want To Know Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Jill Barnett
- Angie Herbers
- Andrew Shedlock
- Molly Pierce
- Patricia Gentile
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 7 ratings
- Spotify
- 5.0 / 5
- 1 ratings
Podcast Authority Score: 34 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 56
- Social presence
- 0
- YouTube
- 0
- Engagement
- 32
Shows with a similar audience
Questions about Financial Advisors Want To Know Podcast
Who hosts Financial Advisors Want To Know Podcast?
Catherine Tindall host the show. Published by Dominion Enterprise Services.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Where can I read transcripts?
22 of 114 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Financial Advisors Want To Know Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine