Episodes: 115
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
Publicly listed emails
admin@dominiones.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Catherine Tindall - Catherine Tindall is a CPA at Dominion Enterprise Services who focuses on income tax planning and compliance for financial advisors and their firms.
Molly Pierce - Practice Metrics, Benchmarking, Close Rates, Average Case Size, Marketing ROI, And Data-driven Growth.
Patricia Gentile - IRS Notices, Taxpayer Rights, Documentation, Responding To Proposed Assessments, And Resolving Tax Debt.
Ben Douglas - Advisory-firm Valuation, Buying And Selling Practices, Succession Planning, Firm Infrastructure, And Culture Fit In Transactions.
Max Holvik - Financial Reporting, Client Profitability, Forecasting, Operating Margins, Pricing, Hiring, Acquisitions, And Strategic Growth.
Kristin Burke - Delegation, Leadership Development, One-on-one Meetings, Team Performance, Decision-making, And Scaling Advisory Firms.
Ep 114: How to Finance an Advisory Firm Acquisition
October 19, 2026
Financial Advisors Want to Know: How to Finance an Advisory Firm Acquisition | Ep. 114 Greg ProkottWelcome 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 Greg Prokott, Managing Partner at Advisor Financing, to discuss the financial realities of buying, sel...
Ep 113: How to Build a Team That Grows With Your Firm
October 05, 2026
Financial Advisors Want to Know Podcast: How to Build a Team That Grows With Your Firm | Ep. 113 Jill BarnettIn this episode of Financial Advisors Want to Know, we sit down with Jill Barnett, founder and principal of Valley Consulting Partners and co-founder of The Vested Network, to discuss the people side of building and growing a financial advisory practice.As an advisory firm grows, the challenges often shift from acquiring and serving clients to hiring, delegating, developing, compensati...
Ep 112: The Decisions That Drive Advisory Firm Growth with Angie Herbers
September 21, 2026
Financial Advisors Want to Know: The Decisions That Drive Advisory Firm Growth | Ep. 112 Angie HerbersWelcome 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, I sit down with Angie Herbers, Managing Partner of Herbers & Company, to talk about the decisions that shape the growth, profitability...
The Advisor Library · Low booking difficulty · 100 - 1,000 listeners
Financial Advisors Want To Know Podcast is hosted by Catherine Tindall. Its publicly listed email is admin@dominiones.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Financial Advisors Want To Know Podcast: admin@dominiones.com.
Podseeker estimates Financial Advisors Want To Know Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Financial Advisors Want To Know Podcast typically books working professionals with real expertise. Typical guest background: Experienced attorneys, CPAs, fractional CFOs, practice-management specialists, benchmarking professionals, and leadership consultants with direct expertise serving financial advisors or professional-services firms. Common among recent guests: Founding or leading a specialized advisory, tax, legal, financial, or consulting practice; Advising financial advisory firms on growth, transactions, compliance, or operations; Developing professional expertise in practice benchmarking, financial management, leadership, or team development. Recent guests include Molly Pierce, Patricia Gentile, and Ben Douglas.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Financial Advising, Taxation, Practice Management, Wealth Management, and Leadership. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
admin@dominiones.com
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