Ep 103: Are Advisors Using AI the Wrong Way?

Ep 107: When Does Your Firm Need a Fractional CFO?

Financial Advisors Want to Know Podcast: When Does Your Firm Need a Fractional CFO? | Ep. 107 with Max Holvik 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, I sat down with Max Holvik to discuss why financial reporting is about much more than bookkeeping. We talked about the financial metrics every firm owner should understand, how advisors can use their numbers to make better strategic decisions, and why having clean financials is essential for everything from hiring and pricing to acquisitions and long-term growth. We also explored common financial blind spots, client profitability, forecasting, and how a fractional CFO helps firms move beyond simply recording history to planning for the future. Key Takeaways: Good financials help you make better decisions. Financial reporting isn't just for taxes—it provides the visibility needed to make informed decisions about hiring, growth, pricing, and profitability. Know what it costs to serve your clients. Understanding client profitability helps advisors allocate resources more effectively and identify opportunities to improve pricing or service models. Revenue growth doesn't always equal business growth. Organic growth, operating margins, and profitability often tell a more complete story than revenue alone. Separate bookkeeping from strategy. Accurate books are the foundation, but financial planning and forecasting are what help firms achieve long-term business goals. Your financials should support your future. The best firms don't just review historical numbers—they use financial data to build a roadmap for where they want the business to go. Connect with Max:  https://www.linkedin.com/in/holvik/ https://theadvisorscfo.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 [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 [https://dominion-enterprise-services.ck.page/9944b047d9] Visit us at DominionEs.com [https://dominiones.com/] Connect with Catherine on LinkedIn  [https://www.linkedin.com/in/ctindallcpa/]

Ep 106: How to Delegate Without Losing Control

Financial Advisors Want to Know: How to Delegate Without Losing Control with Kristin Burke 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, I sat down with Kristin Burke to discuss one of the biggest transitions advisors face as they grow their businesses: becoming a leader. We talked about why delegation is more than simply handing off tasks, how advisors can develop stronger teams through accountability and coaching, and why building a successful firm requires an identity shift from being the person who does everything to the person who develops others. We also explored practical strategies for conducting effective one-on-one meetings, measuring team performance, and creating systems that empower employees to make decisions with confidence. Key takeaways: Leadership requires an identity shift. Growing a firm means transitioning from doing the work yourself to creating value by developing people and building systems. Delegation is an investment, not a shortcut. Training team members takes time upfront, but it creates long-term capacity and allows advisors to focus on higher-value work. Consistent coaching builds stronger teams. Regular one-on-one meetings create alignment, improve communication, and provide opportunities for coaching and accountability. Measure both inputs and outcomes. Tracking leading indicators alongside results helps identify whether performance challenges stem from effort, process, or skill development. Empowered teams make better firms. Giving employees clear decision-making authority within defined boundaries reduces bottlenecks and helps firms scale more effectively. Connect with Kristin: https://www.linkedin.com/in/burkekristin/ Check out Kristin's website here: https://kristinburke.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 [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 [https://dominion-enterprise-services.ck.page/9944b047d9] Visit us at DominionEs.com [https://dominiones.com/] Connect with Catherine on LinkedIn  [https://www.linkedin.com/in/ctindallcpa/]

Ep 105: Are You Getting the Most Out of Your Newsletter?

Financial Advisors Want to Know: Are You Getting the Most Out of Your Newsletter? | Ep. 105 with Tiffany Silverberg and Jimmy Lim from Out & About Communications 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, I sat down with Tiffany Silverberg and Jimmy Lim from Out & About Communications to discuss one of the most effective yet underutilized marketing tools for advisors: newsletters. We talked about how newsletters help advisors stay top of mind with prospects and clients, build trust over time, and create a scalable way to deliver value. We also explored newsletter strategy, content creation, engagement metrics, and practical ways advisors can turn newsletters into a meaningful part of their marketing ecosystem. Key Takeaways: Newsletters are a trust-building tool. Regular communication helps advisors stay top of mind and build credibility with prospects long before they're ready to make a decision. Start with a clear purpose. The best newsletters are built around a specific audience and a clear promise of value, rather than simply sending updates for the sake of sending them. Personal content drives engagement. Market commentary is valuable, but content that showcases the advisor, team, and firm personality often generates some of the strongest engagement. Measure performance and adjust. Open rates, click rates, and website traffic can provide valuable insights into what content resonates most with your audience. Consistency matters more than perfection. A simple, repeatable process and content calendar make it easier to maintain a newsletter that delivers value over the long term. Connect with Tiffany: https://www.linkedin.com/in/tiffanysilverberg/ Connect with Jimmy: https://www.linkedin.com/in/jimmylsh/ Check out Out & About Communications:  https://www.outandaboutcommunications.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 [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 [https://dominion-enterprise-services.ck.page/9944b047d9] Visit us at DominionEs.com [https://dominiones.com/] Connect with Catherine on LinkedIn  [https://www.linkedin.com/in/ctindallcpa/]

Ep 104: How the Right Words Attract the Right Clients

Financial Advisors Want to Know: Are Advisors Using AI the Wrong Way? | Ep. 104 Derrick Kinney 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, I sat down with Derrick Kinney to talk about one of the most important drivers of advisory firm growth: communication. We discussed how advisors can position themselves as specialists instead of commodities, why the words you use matter more than most people realize, and how understanding client pain points can transform the way you attract and serve ideal clients. Key Takeaways: Lead with the problem, not your title Clients connect more with the pain you solve than with labels like “financial advisor” or “wealth manager.” Specialists attract more opportunities Clear specialization helps advisors stand out, build trust faster, and command greater perceived value. The best messaging comes from understanding client pain points Growth happens when advisors learn to communicate the fears, frustrations, and goals their ideal clients already think about. Scaling requires becoming less essential to daily operations Firms grow more effectively when systems, processes, and team members can operate without the founder's constant involvement. Success is built through purpose-driven growth The most fulfilling businesses connect profit with impact, allowing advisors to serve clients, support their teams, and create meaningful outcomes. FREE GUIDE: 10 Conversation Mistakes Advisors Make and How It Costs Them Clients: https://www.successforadvisors.com/free-guide [https://www.successforadvisors.com/free-guide] Follow Derrick on Linkedin for daily tips to attract more clients and grow your business: https://www.linkedin.com/in/derrickkinney/ [https://www.linkedin.com/in/derrickkinney/] Derrick Kinney • Keynote Speaker | Former Top 1% Financial Advisor • Helping advisors attract $3M–$10M clients with simple conversations • WSJ & USA Today Bestselling Author | LinkedIn Top Communication Voice Book Derrick to Speak → https://www.successforadvisors.com/speaking [https://www.successforadvisors.com/speaking] 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 [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 [https://dominion-enterprise-services.ck.page/9944b047d9] Visit us at DominionEs.com [https://dominiones.com/] Connect with Catherine on LinkedIn  [https://www.linkedin.com/in/ctindallcpa/]

Ep 103: Are Advisors Using AI the Wrong Way?

Financial Advisors Want to Know: Are Advisors Using AI the Wrong Way? | Ep. 103 Joe Moss 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, I sat down with Joe Moss from Advisor Techbook to talk about the rapid rise of AI in the advisory industry, how firm owners should be thinking about technology adoption, and why the future of advice may become even more human as automation expands. Key Takeaways: AI should support advisors, not replace human connection. The biggest value advisors provide is trust, relationships, and transformation—not simply technical outputs that technology can automate. Legacy tech stacks are becoming increasingly inefficient. AI-native CRMs, custodians, and planning tools are creating significant improvements in efficiency, integration, and advisor experience. The future of growth is authenticity, not AI-generated spam. Building a personal brand and creating meaningful content is far more valuable than mass AI prospecting or automated outreach. Technology should create more space for meaningful work. As AI handles more technical and administrative tasks, advisors have greater opportunity to focus on psychology, strategy, mentorship, and client relationships. The best firms optimize for human flourishing, not just profit. Firm culture, advisor happiness, and long-term purpose are becoming major differentiators in both employee satisfaction and business success. Connect with Joe: https://www.linkedin.com/in/joemoss-xyz/ Check out Joe's website: https://www.advisortechbook.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 [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 [https://dominion-enterprise-services.ck.page/9944b047d9] Visit us at DominionEs.com [https://dominiones.com/] Connect with Catherine on LinkedIn  [https://www.linkedin.com/in/ctindallcpa/]