• Ep 60: How AI Can Streamline Client Meetings and Compliance
    Feb 3 2025

    Financial Advisors Want to Know: How AI Can Streamline Client Meetings and Compliance - Ep. 60 Parker Ence

    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.

    Parker Ence is the CEO and Co-founder of Jump Advisor AI tool for client meetings. Parker's prior experience includes 4x as a tech CEO in insurtech, data, and AI, Google Cloud AI, and and MBA from Stanford Graduate School of Business.

    Key Podcast Takeaways:
    AI Can Save Advisors 1-2 Hours a Day – Tools like Jump reduce meeting admin time by up to 50%, giving advisors more bandwidth to focus on client relationships and business growth.

    Compliance & Security Are the Top Concerns – AI tools must be designed with privacy in mind, ensuring sensitive data isn’t stored or shared improperly. Jump’s system acts like a “calculator,” processing information without storing it.

    Better Data, Better Outcomes – AI-driven meeting notes, task automation, and CRM integrations help advisors maintain clean, organized data and improve client interactions.

    Standardization Across Teams – AI ensures consistency in how meetings are documented and processed, making it easier to scale and onboard new advisors.

    The Future of AI in Advisory Firms – The next frontier for AI includes deeper insights into client behavior, enhanced pre-meeting preparation, and automation of follow-up tasks.

    Connect with Parker:
    https://jumpapp.com/demo
    https://jumpapp.com/
    https://www.linkedin.com/in/parkerence

    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

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    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

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    20 mins
  • Ep 59: How to Prospect Without Fear of Failure
    Jan 27 2025

    Financial Advisors Want to Know: How to Prospect Without Fear of Failure - Ep 59 Chad Hufford

    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 have Chad Hufford as a guest. Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, learning under his father, Steve. Chad graduated from the University of Alaska, and seeing the great need for holistic financial advice and coaching, he opened his own financial service practice in 2007 in Anchorage, Alaska, and now serves clients and their families across the US.

    He founded Veritas in 2014 as he continued to expand his team and services. Soon after Veritas opened its doors, Chad began his relationship with Ramsey Solutions as Dave Ramsey’s SmartVestor Pro and is the longest-tenured Ramsey SVP in Alaska.

    Episode takeaways:
    Efficiency vs. Impact: Many advisors hit growth ceilings by focusing on tasks that don’t need to be done—or shouldn’t be done by them.

    Building a Sustainable Practice: Stop reacting to market "weather" and focus on long-term "climate" planning for clients and your practice.

    Prospecting as a Discipline: Effective prospecting is about consistency, rejection tolerance, and making time for it daily—volume over perfection.

    The Buy-In Difference: Convincing clients leads to constant reselling. Creating buy-in changes perspectives and fosters long-term trust.

    Numbers Game Wisdom: Master prospecting with lessons from The Game of Numbers by Nick Murray—success lies in embracing the process.

    Connect with Chad:
    https://www.linkedin.com/in/chad-hufford-066208100
    https://www.veritasalaska.com/
    https://www.instagram.com/veritas.alaska/
    https://nickmurray.com/product/game-of-numbers/

    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

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    22 mins
  • Ep 58: How Emotions Shape Decisions in Wealth Management
    Jan 20 2025

    Financial Advisors Want to Know: How Emotions Shape Decisions in Wealth Management - Ep 58

    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.

    Award-winning wealth advisor, former RIA CEO. PhD in Behavioral Finance. Growth Partner for Advisors/FinTechs. Applies NeuroBehavioral approach to help firms connect with prospects and grow.

    Key takeaways:
    Emotions First, Logic Second: People make decisions emotionally first and use logic to rationalize them. Advisors should connect with clients on an emotional level before diving into the technical details.

    The Modern Client Journey: Today’s clients do 80% of their research before meeting an advisor. Building credibility and familiarity through online content is essential before the first interaction.

    Storytelling Creates Connection: Sharing relatable personal stories and experiences helps clients see themselves in the narrative, fostering trust and rapport.

    Breaking Through Emotional Blocks: Advisors must uncover and address the emotional reasons behind a client’s financial hesitations, reframing these beliefs when necessary.

    Humanity in Marketing: Clients look for advisors they can relate to. Showcase your personality and unique approach to stand out in a sea of sameness.

    Connect with Dr. Joshua Wilson
    https://www.linkedin.com/in/drjoshuawilson
    https://www.youtube.com/channel/UCytX5WYLwxKzP9_DTGtMncQ

    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

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    26 mins
  • Ep 57: The Power of Invisible Scripts
    Jan 13 2025

    Financial Advisors Want to Know: The Power of Invisible Scripts - Ep. 57, Dr. Donald Moine

    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.

    Dr. Donald Moine is one of the founders of the field of Sales and Marketing Psychology. He has been working with financial advisors and top insurance agents for more than 35 years, specializing in helping them build their businesses more quickly.

    Podcast takeaways:
    Objections Are Predictable
    Most client concerns, objections, and resistances follow predictable patterns. Identifying and preparing for them is key to success.

    Personalized Responses Matter
    Tailor responses to align with client personalities. What works for one may not resonate with another.

    Stories Over Stats
    Clients remember compelling stories far more than technical jargon. Use storytelling to connect emotionally and convey value.

    The Power of Scripting
    Having multiple, authentic, and adaptable scripts for common objections builds confidence and drives better outcomes.

    Awareness is the First Step
    To improve, advisors must first identify their own weaknesses and the roadblocks preventing them from achieving their potential.

    Connect with Dr. Moine:
    https://www.linkedin.com/in/drdonaldmoine/

    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



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    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

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    35 mins
  • Ep 56: The "Ins and Outs" of Annual EOS Planning
    Jan 6 2025

    Financial Advisors Want to Know: The "Ins and Outs" of Annual EOS Planning - Ep 56 Scott Rusnak

    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.

    Scott Rusnak is an Executive Coach, Expert EOS Implementer® and a Board-Certified Coach for the US and British Olympic Teams. He is also the Author of The Entrepreneur’s Field Guide.

    Scott has co-founded and successfully exited multiple businesses, including Schoollogic, GolfNow, HM Systems, and Tutela. Each successful transition has been attributed to the tools within the EOS framework.

    With more than 30 years of experience in the entrepreneurial world as a Coach, Consultant, and Advisor, he helps his clients recognize blind spots and learn lessons that can only be taught by someone who has been through it all.

    Podcast Takeaways:
    Healthy Teams First: Annual planning isn’t just about setting goals—fostering vulnerability-based trust and healthy conflict within your team is foundational for success.

    Off-Site for Insight: Annual planning should happen off-site to create a fresh perspective and eliminate distractions, allowing for deeper strategic discussions.

    Structured Cadence: The EOS process emphasizes annual planning for team health and vision alignment, while quarterly sessions focus on short-term execution and measurable goals.

    Solo Practitioners Need Planning Too: Even solo advisors should engage a facilitator to guide annual planning and ensure goals are actionable and scalable.

    Tools for Success: Resources like Patrick Lencioni’s The Five Dysfunctions of a Team and The Ideal Team Player are critical for building stronger, more effective teams.

    Connect with Scott:
    https://www.linkedin.com/in/scottrusnak
    https://scottrusnak.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

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    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

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    21 mins
  • Ep 55: Behavioral Finance and the Psychology of Wealth
    Jan 3 2025

    Financial Advisors Want to Know: Behavioral Finance and the Psychology of Wealth - Ep. 55 Daniel Crosby, Ph.D.

    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.

    Dr. Daniel Crosby, a psychologist and behavioral finance expert educated at Brigham Young and Emory, explores the intersection of psychology and markets. He created the “Irrationality Index” to track market sentiment and recently released The Soul of Wealth, featuring 50 insightful essays on wealth and happiness. In his free time, he enjoys independent films, St. Louis Cardinals baseball, and family time.

    Podcast Takeaways:
    Purpose Matters: Advisors and their clients need a clear "why" for their financial goals. Named accounts and purpose-driven planning lead to better outcomes.

    Behavioral Bias: Financial advisors, like clients, are prone to behavioral biases and should proactively manage their own decision-making.

    Women as Investors: Women consistently outperform men in investing due to biological and sociological factors, yet this is widely underestimated.

    Consistency Wins: Success in personal goals, like fitness or finance, often comes down to consistent, simple practices—not dramatic changes.

    Money as a Means: Wealth is a tool, not the end goal. Aligning financial plans with deeper personal values leads to greater fulfillment.

    Connect with Daniel:
    https://www.linkedin.com/in/danielcrosby/
    https://www.standarddeviationspod.com/
    Daniel's book: https://www.amazon.com/dp/1804090441/ref=pe_386300_440135490_TE_simp_item_image


    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


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    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

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    20 mins
  • Ep 54: What to Look for When Reviewing Life Insurance Policies
    Jan 1 2025

    Financial Advisors Want to Know: What to Look for When Reviewing Life Insurance Policies - Ep. 54 Tony Steuer

    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.

    Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, award-winning author and fintech advisor. He is an expert content reviewer for Nerdwallet and Bankrate.

    Podcast Takeaways:
    Reviewing Policies Is Critical: Many life insurance policies are left unmanaged, leading to potential lapses or unmet expectations. Advisors can add value by regularly reviewing these "orphan policies."

    Order In-Force Illustrations: Advisors should obtain in-force illustrations to evaluate how a policy is currently performing and predict its future performance accurately.

    Understand Client Goals: Effective policy reviews start by understanding the client’s objectives—ensuring the coverage aligns with their financial plan and long-term needs.

    Spot Common Issues: Advisors should check for red flags such as insufficient premiums, policy loans, and unguaranteed terms, which can impact the policy’s longevity.

    Education Empowers Advisors: Resources like Tony’s book or enforced illustration templates can help advisors confidently navigate life insurance policies and better serve their clients.

    Connect with Tony:
    https://www.linkedin.com/in/tonysteuer
    https://www.tonysteuer.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


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    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

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    19 mins
  • Ep 53: How Executive Assistants Drive Growth and Efficiency
    Dec 30 2024

    Financial Advisors Want to Know: How Executive Assistants Drive Growth and Efficiency - Ep. 53 Gina Cotner and Jennifer Tracy

    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.

    Gina Cotner is the founder and CEO of Athena Executive Services, a firm that pairs part-time virtual Executive Assistants with busy entrepreneurs and executives across the U.S., allowing clients to focus on what matters most. Born and raised in Seattle and often in California, Gina has worked remotely for over 15 years on national and international teams. With a background in HR and Public Relations from Syracuse University, her career centers on training, leadership development, and promoting work-life balance. Recently, she’s taken up competitive pickleball, adding a dash of sport to her life.

    Jennifer is an innovative leader known for anticipating needs and delivering outstanding service to clients and colleagues. A passionate entrepreneur, she has owned five companies over 20 years, including three restaurants/live music venues, a consulting practice, and a software company. Her strengths in fostering a productive culture and driving successful business outcomes have been evident across diverse industries. Jennifer’s dedication to growth is reflected in her involvement with Landmark, a leading personal development organization.

    Podcast Takeaways:
    Unlock Growth with an Executive Assistant: Delegating low-value tasks to an EA frees advisors to focus on higher-value activities, enabling business growth and improved efficiency.

    Start Small and Build: Even 10 hours a week of EA support can make a significant difference, allowing advisors to offload repetitive tasks and scale their support as needs grow.

    Trust and Document Processes: Building trust with your EA and documenting workflows ensures consistency, mitigates risks, and supports seamless transitions if team members change.

    Delegate Thinking, Not Just Tasks: Empower EAs to handle critical thinking and decision-making, creating a true partnership and relieving advisors of micromanagement.

    Tailored Support for Advisors: EAs familiar with financial CRMs, compliance needs, and client-facing tasks provide specialized help, allowing advisors to deliver a more seamless client experience.

    Connect with Gina and Jennifer:
    https://athenaexecutiveservices.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

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    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

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    25 mins