How Accountants See Financial Advisors

Financial advisors often find themselves at odds with tax professionals, facing resistance to creative, strategic planning ideas. Misalignment in cognitive profiles and mindsets between these professions can lead to missed opportunities and lost prospects.

Imagine spending hours crafting a detailed plan, backed by projections, only to have a tax professional dismiss it without so much as a conversation. It's frustrating when a prospect chooses the tax professional's advice over yours"not because it's better, but because of misplaced trust or a lack of effort on their part. This disconnect isn't uncommon, and it stems from fundamental differences in how advisors and accountants operate.

In our conversation, Catherine Tyndall sheds light on the root causes of these challenges. She discusses how accountants' traditionally conservative mindsets can clash with the entrepreneurial, forward-thinking nature of advisors. Catherine also offers actionable advice on selecting aligned COIs (Centers of Influence) and ensuring a seamless, trust-driven collaboration between advisors and tax professionals.

This clip is an excerpt from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services. Stream the entire episode on your favorite podcast channel: 

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