Financial Advisors Want to Know: Valuation, Market Multiples, Succession Planning for Practices - Episode #32: Scott Leak, CFP®, CEPA®

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.

Today we have a 25 year veteran in financial services, Scott Leak, CFP®, CEPA® is a Senior Consultant at FP Transitions, the industry’s leading provider of valuation, succession planning, and M&A Consulting.

Founded in 1999, with 60+ professionals on staff with a diverse set of credentials such as JD, MBA, CFP®, CFA, CVA, and CBA as well as former owners and operators of advisory businesses. Every year we now conduct over 1,000 valuations, manage 2,000 succession and continuity plans, and facilitate 100+ M&A transactions.

Connect with Scott:
https://www.linkedin.com/in/scottleak
www.fptransitions.com

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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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Financial Advisors Want to Know: How to Build a Community of Advisors and COIs - Ep 31 Brenna Baucum

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

Brenna Baucum has over a decade of experience in the financial services industry. She is the founder of Collective Wealth Planning and specializes in serving Oregon Public Employees and retirees.

About Brenna:
As a CFP®, I have spent over a decade focusing on the connection between money and values. Fostering greater purpose with my client families while elevating the financial planning profession is core to who I am. I am an Enneagram 3 (the Achiever) and 8 (the Challenger), and a Kolbe 8/5/4/4.

Connect with Brenna:
https://www.linkedin.com/in/brennabaucum/
https://collectivewealthplanning.com/for-advisors/

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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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Financial Advisors Want to Know: How to Create Processes to Work Less and Love Your Business - Ep 30

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.

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 Greiwe is a master at this art. She help Financial Advisors/Planners create systems and processes so that they can work less, feel less overwhelm, and build a business and life that they love.

We help Financial Advisors/Planners create systems and processes so that they can work less, feel less overwhelm, and build a business and life that they love. We give you step-by-step guides, templates, and tools to customize for yourself and help you make the next right decision to level up your practice. As your business has grown, you need updated processes to match! But there never seems to be enough time to work ON the business - we get it - and that’s where The Efficient Advisor comes in! Check out The Efficient Advisor Podcast or our website for a whole host of FREE resources!

Connect with Libby:
https://www.linkedin.com/in/libby-greiwe/
https://www.theefficientadvisor.com/
https://www.facebook.com/groups/2075653772705167

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]


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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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Financial Advisors Want to Know: How to Enhance Your Video Presence - Ep 29 Katie Braden

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.

On today’s episode of Financial Advisors Want to Know I have Katie Braden an EXPERT in video production for financial advisors on to discuss the natural progression of integrating video into your practice to see better results in this post-Covid high-content environment.

Katie Braden, CFP® is bullish on the power of authentic video. She loves working with advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with existing clients. 

Katie obtained a degree in photography from RMIT University in Melbourne, Australia before returning to the U.S. and joining her mother's RIA. She left in 2013 to start one of the first completely virtual, subscription-model financial planning businesses and then pivoted to working, speaking and consulting with financial planners in 35 countries. She now combines that creative side with her passion for the profession as Founder and Chief Video Officer of Advisor Video Marketing. 

Katie has served on CFP Board's Women's Initiative (WIN) Council since 2014, is a 2016 InvestmentNews 40 Under 40 Alum, and is often seen speaking at or video-reporting from industry conferences. 

Katie is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who is a professional pilot. She can otherwise be found at home in Las Vegas, NV with two adorable kittens, Pepper and Acorn.

Connect with Katie:
https://www.linkedin.com/in/katieabraden/
https://advisorvm.com

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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 

Financial Advisors Want to Know: How to Find Candidates and Screen for the Right Fit - Ep #28 with Caleb Brown, MBA, CFP

How to determine your needs, find candidates, and screen for the right fit.

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.

Caleb assists financial planning firm owners with sourcing, screening, and selecting new financial planner candidates to integrate into their growing firms. Additionally, he helps new financial planners secure compelling entry-level opportunities at financial planning firms across the USA through New Planner Recruiting.

Connect with Caleb to learn more about Generation Y, the talented new financial planners he works with every day, and the financial planning firms he represents that have great stories to share with prospective hires.

Connect with Caleb:
www.newplannerrecruiting.com
https://www.youtube.com/channel/UC1sethIr08FTeIcpU7FB7Qg
https://twitter.com/newplnrrec
http://bit.ly/NPRLLCFacebook

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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 

Financial Advisors Want to Know: How to Discover Your Niche and Craft Your Positioning - Ep 27

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.

Natalie Hales boasts more than a decade of financial marketing experience on both sides of the border. She specializes in helping advisors discover their niche, craft their positioning, and tell their stories to attract dream clients. Her unique expertise

Topics:
Discover your niche - How to apply Natalie's easy-to-follow 3- step process to build a rock-solid foundation.
Craft your positioning - How to build your story to replace your traditional boring pitch
Tell your stories - The 3 keys of successful inbound marketing for financial advisors and how to get started

Connect with Natalie:
http://nataliehales.com/course
https://www.linkedin.com/in/nathales/

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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 

Financial Advisors Want to Know: How to Leverage Technology with Maus: A Strategic Planning Software - Ep 26 Michael Brady

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. Today, we have Michael Brady.
 
Michael is the Director of Sales at Maus Software where he spends most of his time helping advisors across the world create meaningful engagements for their business owner clients. 

These advisors include: 
-Financial Advisors
-M&A Advisors / Brokers
-CPAs-Business Advisors
-Attorneys

Maus’ services include: Marketing tools for attracting new business owner clients, software tools for engaging in an exit plan or strategic plan, implementation tools for monitoring of the above plans.

Today's Topics:
Why business advisory is a must for RIAs
How to attract business owner clients
How to leverage technology to help owners create a significant exit

Connect with Michael:
https://www.linkedin.com/in/mikebradybflo/
Maus.com/bookademo

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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 

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.

Since 2003, Lindsay Troxell has collaborated with financial firms across the U.S. and Europe, focusing on creating meaningful experiences for employees and clients. Her 20-year career spans roles at Florence Savings Bank, Northwestern Mutual, LPL Financial, TD Ameritrade, and Janus Henderson.

In 2019, she deepened her expertise in behavior change, energy management, and longevity. When the pandemic hit, advisors sought her help to guide clients and teams through anxieties about remote work, job loss, and burnout.

In March 2023, Lindsay launched Our Coaching Initiative, offering financial advisors and their teams access to transformative coaching and life planning. A passionate Certified Life Coach, Lindsay approaches her work with empathy, curiosity, and a commitment to positive change.

Key Takeaways:
1- Start with yourself, your identity (and identities foisted on you) to make sure those are really in alignment. 

If you’re burning out it’s likely something internal is out of whack (versus just being overworked)

2- Having a mechanism to identify this for your team is also essential, maybe that’s you, maybe that’s an outside coach helping your team, but you need to have some check-in system to make sure you’re catching burnout early.

3- Meditation, retreats, etc. are good tactics to help but make sure the work is structurally correct otherwise you’re just fixing symptoms, not root causes of burnout. 

Connect with Lindsay:
https://ourcoachinginitiative.com/
https://www.linkedin.com/in/lindsaytroxell/

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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 

Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion, a specialty tax and accounting firm that works with financial advisors.

In today’s episode of Financial Advisors Want to Know I have Jonathan B. Wilson, Esq. joining me to discuss the Beneficial Ownership Information Report requirements that are impacting most entities starting Jan 1, 2025. 

Key Takeaways for Advisors:

1- Talk to business owner clients and HNW individuals with ownership stakes in LLCs to make sure they have a resource for these filings - their tax professionals, attorney, or an automated solution like FinCEN Report Company

2- Deadlines for entities started during 2024 is 90 days, but that shrinks down to 30 days for new entities in 2025

3- There have been some challenges to the underlying law, those challenges won’t be resolved until after the filing deadlines so it’s likely that the 1/1/25 deadline will stand (barring a legislative change)

4-Because this law falls between the realms of tax professionals, attorneys, and other professionals, it’s in a no man’s land of compliance requirements that a client could EASILY miss. 

Although some entities are exempt, most are not. You’ll need to discuss with an experienced advisor if you are not sure.

Jonathan is a co-founder of FinCEN Report Company, LLC and a leading legal expert on the Corporate Transparency Act. As a corporate partner at Taylor English Duma LLP, he has 33 years of experience in corporate, M&A, and securities matters. He previously served as general counsel or chief legal officer at Web.com and EasyLink Services International.

Jonathan authored *The Corporate Transparency Act Compliance Guide* (Lexis Nexis, 2023) and the Lexis Practical Guidance on the CTA. He holds a B.A. from The College of William and Mary (Phi Beta Kappa) and a J.D. from The George Washington University.

Recognized by *The Best Lawyers in America®* (2017-2022) and *Georgia Super Lawyers* (2021-2024), he is a former Board of Governors member of the State Bar of Georgia.

Connect with Jonathan: 
www.fincenreport.com

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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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Financial Advisors Want to Know: How to Think Through Exit Planning - Ep #23: Justin Goodbread

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

Growing up in Brunswick, Georgia, Justin developed a strong work ethic from an early age, starting his landscaping business at 15. His passion for helping others led him to the financial services industry, where he earned credentials like CERTIFIED FINANCIAL PLANNER™, Certified Value Growth Advisor®and Certified Exit Planning Advisor® designations in subsequent years.

In 2016, Justin founded financiallysimple.com, a platform that launched his successful podcast - The Justin Goodbread Show, blog, and YouTube channel. Recognized by Forbes and Kiplinger, he has received awards such as the 2021 Exit Planning Thought Leader Award and the 2022 Peter Christman Exit Planner of the Year Award.

Justin lives on a hobby farm with his family, enjoys outdoor activities, and is an Advanced Open Water PADI Certified Scuba Diver. He’s also a talented musician and loves spending time with his sons playing Xbox games.

Topics discussed in the podcast: 
-Helping Financial Advisors identify, grow, and unlock the value of their most significant asset—their business.
-The pitfalls of focusing solely on increasing client numbers and why a more holistic approach leads to sustainable growth.
-Why decentralizing yourself from the center of your practice will significantly increase your practice's value.


Connect with Justin:
https://www.justingoodbread.com/
https://www.justingoodbread.com/courses/
https://www.justingoodbread.com/your-babys-ugly/

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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