The Out and About Podcast – Détails, épisodes et analyse

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

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

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!

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

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 

• My Virtual COO website

• Jennifer Goldman on LinkedIn

• My Virtual COO contact form

Enjoyed This? You’ll Also Love:

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

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

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

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 

• Track That Advisor Website

• 2025 Track That Advisor Benchmarking Guide

• Erica Pauly on LinkedIn

• Track That Advisor Contact Form

Enjoyed This? You’ll Also Love:

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

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

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

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

Enjoyed This? You’ll Also Love:

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

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

• EOS® Strategies for Financial Services Companies
  

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

• Truest Fan Coaching

• Connect with Rob on LinkedIn

• Free Download: Business Optimization Scorecard

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

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

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

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

Enjoyed This? You’ll Also Love:

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:

Shaun Kapusinski is the senior director of technology at Sequoia Financial Group and founder of HIFON: The High Impact Financial Operations Network. Experiencing rapid growth at his firm, Shaun experienced a common challenge among operational leaders at RIA firms — feeling isolated, untrained, and unsure. Searching for a space similar to the connections he enjoyed at industry conferences, he started a virtual study group with a handful of contacts. Fourteen years later, HIFON has evolved into a more prominent community dedicated to empowering hundreds of professionals and advancing the RIA industry. Open to firms of all sizes and locations, firm memberships include access to valuable feedback and expertise, an active discussion board, and a resource library of shared templates and documents. The virtual hub continues to grow, offering connection and collaboration across the RIA space. 

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

Enjoyed This? You’ll Also Love:

Supporting Financial Professionals and Their Aging Clients

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

Providing a Human-First Value Add for Clients and Advisors

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

Enjoyed This? You’ll Also Love:

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

How to Align Your Values with Your Career and Service Model