The Out and About Podcast – Détails, épisodes et analyse

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The Out and About Podcast

Out and About Communications

Business & Entrepreneuriat

Fréquence : 1 épisode/16j. Total Éps: 89

Discover the conversations, strategies, and actionable ideas shaping financial services marketing and driving success for top performers. Brought to you by Out & About Communications. Don’t miss an episode and explore more resources at: http://OutandAboutCommunications.com/Community

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🇨🇦 Canada - marketing
16/02/2026
#79

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https://www.linkedin.com/in/elliealexandermpls/
2 partages
https://www.linkedin.com/in/ralanmoore/
2 partages
https://www.linkedin.com/in/tiffanysilverberg?utm_source=share&amp
2 partages

https://www.facebook.com/groups/ChooseFIUSMilitary/
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https://www.facebook.com/karenyankovich
1 partage

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Score global : 42%

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How to Get Creative in Financial Services Marketing Without Getting Sidetracked

Saison 2 · Épisode 10

lundi 9 février 2026 • Durée 31:46

Creativity can feel like pressure to modernize, refresh, or chase something new. In this episode, Tiffany Silverberg, Jimmy Lim, and Ellie Alexander talk about how to assess whether your brand really needs to change or whether you are simply bored with what you see every day.

You will learn why being creative does not have to be dramatic, how to evaluate trends through the lens of your brand and audience, and how to pull apart ideas you love by asking, “What am I reacting to?” Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checklist in their inboxes!

https://www.outandaboutcommunications.com/community

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Aligning Marketing With Business Goals

Saison 2 · Épisode 9

lundi 19 janvier 2026 • Durée 32:17

Marketing gets messy when it is disconnected from business goals. In this episode, Tiffany and Jimmy break down how to build alignment through a simple planning meeting, a firmwide calendar, and metrics that reflect what is actually happening in the funnel. You will learn how to work backwards from growth goals into marketing goals, how to report on what moves the needle, and why doing less can be the most strategic move when it is focused and tied to the company’s direction.

Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checklist in their inboxes! https://www.outandaboutcommunications.com/community

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Welcome to the Out & About Podcast!

Saison 2

lundi 25 août 2025 • Durée 07:05

We are sharing a bit of the why behind our podcast shift and give you a taste of the financial services marketing insights you’ve been looking for. Tune in for what’s ahead: strategies, creative ideas, and practical takeaways in conversations with our team for marketing leaders like you.

Subscribe so you don’t miss when the first episode drops in just a couple weeks!

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How Operations Can Transform Businesses and Help You Scale to the Next Level with Jennifer Goldman

Saison 3

mercredi 30 avril 2025 • Durée 25:25

We talked with Jennifer about:

How she helps create healthy businesses through operations, connecting health to employee satisfaction and community impact
The processes of organizing operational priorities — from visualizing to breaking down goals into actionable steps with team involvement
Why successful implementation requires both digital tracking tools and visual reminders, with a focus on celebrating wins and communicating the “why” behind changes

Featured Resources

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Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor

Saison 2

mercredi 16 avril 2025 • Durée 27:47

We talked with Erica about:

How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growth
Why tracking the right data empowers advisors to identify what’s working, what’s not, and where to focus next
The importance of clean, consistent data and simple data entry, and how even small improvements can unlock smarter decisions and long-term success

Featured Resources

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Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen

Saison 2

mercredi 19 mars 2025 • Durée 27:47

We talked with Verity about:

How firms can prepare for M&A by modernizing technology, streamlining operations, and ensuring clean data to increase a firm’s valuation and make the transition smoother
The importance of uniting people, processes, and technology to navigate challenges like internal culture shifts, data merging, and the client experience
Why a successful merger depends on having the right team, a clear plan, and a structured approach to blending systems and operations

Featured Resources

The Versoft Consulting Website

Versoft Consulting Contact Form

Verity Larsen on LinkedIn

Versoft Consulting on LinkedIn

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Uncovering Your Purpose to Find Success in Your Firm with Rob Brown

Saison 4

mercredi 5 mars 2025 • Durée 27:36

Rob Brown, founder of Truest Fan Coaching and host of The Purpose-Focused Advisor podcast, is a self-proclaimed cheerleader of the financial services industry. Rob spent over 25 years as a financial advisor and practice owner, where he discovered a deeper purpose in coaching. Now, he focuses on empowering financial advisors, planners, and RIAs to develop highly profitable, purpose-driven, and client-centric businesses. Rob’s industry expertise and client care insights encourage advisors to explore their purpose and foster creativity to help drive growth, deepen client relationships, and achieve fulfillment. In this episode, Rob shares how he helps advisors define success, set realistic goals, and differentiate themselves from automated tools and technology.

Featured Resources

The Purpose-Driven Advisor Podcast

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HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski

Saison 3

mercredi 19 février 2025 • Durée 21:38

We talked with Shaun about:

The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone

How the High Impact Financial Operations Network (HIFON) offers a supportive community for operational leaders to solve problems, connect, and help others succeed

HIFON’s journey from a virtual study group to a network of hundreds of RIA professionals providing access to valuable resources and opportunities

Featured Resources

The HIFON Website

Join HIFON

Shaun Kapusinski on LinkedIn

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How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops

Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops

EOS® Strategies for Financial Services Companies

About Shaun Kapusinski:

Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille

Saison 4

mercredi 5 février 2025 • Durée 22:09

Among her extensive credentials and achievements, Susan Latremoille is a Certified Professional Retirement Coach and the partner and co-founder of Next Chapter Lifestyle Advisors. Observing a growing need to redefine retirement and embrace a broader vision for the life stage, Susan shares how the non-financial side — not just having enough savings — is a significant predictor of success in one's next chapter. A published author and sought-after keynote speaker with over 35 years of experience as a wealth advisor and firm owner, Susan shares her insights through coaching, webinars, and content designed to help advisors effectively reach and serve this dynamic demographic.

Featured Resources

Susan on LinkedIn

Marianne on LinkedIn

Next Chapter Lifestyle Advisors

9 Steps to a RichLife Retirement by Susan Latremoille

Your Happiness Portfolio for Retirement: It's Not About the Money! By Marianne Oehser

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Supporting Financial Professionals and Their Aging Clients

Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection

Time Management and Helping Advisors Focus to Find Success with Jody Jacobson

Saison 3

mercredi 22 janvier 2025 • Durée 37:07

Jody Jacobson, PhD, is the co-founder and CEO of the Human Skills Institute™. As a brain-based consultant, coach, and trainer with over 20 years of experience, she helps financial advisors align their business, marketing, and life strategies to their unique strengths and values so they can sustain long-term growth and experience the joys of creating greater profitability and meaning for their clients and themselves. Whether they want to become an owner-leader, build a higher-functioning team, hire the right people, or stop giving away their time and expertise to the wrong clients, she helps clients change their mindset and achieve their biggest goals with confidence and ease. Never one-size-fits-all, Jody tailors her approach to each client's unique needs, thinking, workstyles, and goals.

Featured Resources

The Human Skills Institute

Jody Jacobson on LinkedIn

Email Jody for free time management resources or to schedule a complimentary 30-minute call

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Trends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors

How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma

Using a Coach Mindset to Unlock Your Full Leadership Potential

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