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Financial Advisors Want To Know Podcast

Catherine Tindall

Booking Overview

This is a niche interview-led business podcast focused on tax planning, practice growth, financial management, and leadership for financial advisor firms, with recurring external guests who are specialized professional experts. PR agencies could credibly pitch tax attorneys and CPAs, wealth-management M&A attorneys, fractional CFOs, practice benchmarking specialists, and leadership consultants; booking difficulty is likely low because guests are accessible industry professionals rather than highly prominent public figures.

Metrics

Episodes: 115

Frequency: Every two weeks

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

Contact Information

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.

Host

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.

Booking Intelligence

Booking Requirements

low
Typical Credentials:  
Experienced attorneys, CPAs, fractional CFOs, practice-management specialists, benchmarking professionals, and leadership consultants with direct expertise serving financial advisors or professional-services firms.
Required Achievements:  
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 Guest Discussions

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.

Recent Topics

Financial Advising, Taxation, Practice Management, Wealth Management, Leadership

Episodes

Here's the recent few episodes on
Financial Advisors Want To Know Podcast
:

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...

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Financial Advisors Want To Know Podcast
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The Advisor Library · Low booking difficulty · 100 - 1,000 listeners

Frequently asked questions

Here's some frequently asked questions for
Financial Advisors Want To Know Podcast
:

How do I get in touch with Financial Advisors Want To Know Podcast?

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.

What is the email for Financial Advisors Want To Know Podcast?

The publicly listed email for Financial Advisors Want To Know Podcast: admin@dominiones.com.

How many listeners does Financial Advisors Want To Know Podcast have?

Podseeker estimates Financial Advisors Want To Know Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Financial Advisors Want To Know Podcast?

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.

How hard is it to get booked on Financial Advisors Want To Know Podcast?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does Financial Advisors Want To Know Podcast cover?

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

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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