Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine TindallEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning s...2024-11-2810 minThe Efficient Advisor: Tactical Business Advice for Financial Planners235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine TindallBut what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTSWe are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My ow...2024-11-2656 min
Financial Advisors Want To Know PodcastEp 30: Create Processes to Work Less and Love Your BusinessFinancial Advisors Want to Know: How to Create Processes to Work Less and Love Your Business - Ep 30Welcome 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.Creating a top-notch client experience that runs like clockwork is the best way to build a referable business, attracting clients who are eager to work with you. However, there’s a catch: executing an exceptional client experience requires an organized, strategic approach. Libby...2024-11-0638 min