Ep 26: How to Leverage Technology with Maus – A Strategic Planning Software

Episode 26: How to Leverage Technology with Maus – A Strategic Planning Software

Guest: Michael Brady | Ep. 26

Overview

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, where we help financial advisors navigate tax planning and compliance for their firms.

In this episode, I’m joined by Michael Brady, Director of Sales at Maus Software, to discuss how financial advisors can leverage technology to provide strategic planning and exit planning services for business owner clients.

Maus offers solutions for:

• Financial Advisors
• M&A Advisors & Brokers
• CPAs & Business Consultants
• Attorneys

Key Takeaways

✅ Why business advisory is essential for RIAs—advisors who offer strategic planning can differentiate themselves and add value.
✅ How to attract more business owner clients by using the right marketing and engagement strategies.
✅ How technology streamlines exit and strategic planning, making it easier for advisors to guide their clients toward success.
✅ Most business owners don’t have a structured exit plan, creating a massive opportunity for financial professionals.

Contact Information

Connect with Michael Brady:
🔗 LinkedIn
🔗 Maus Software – Book a Demo

Connect with Catherine:
🔗 LinkedIn
📩 Contact Catherine's Team: admin@dominiones.com
📆 Book a coffee chat: Schedule Here
🌐 Visit Dominion Enterprise Services: www.DominionEs.com

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