Explorez tous les épisodes du podcast The Out and About Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| How to Get Creative in Financial Services Marketing Without Getting Sidetracked | 09 Feb 2026 | 00:31:46 | |
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! | |||
| Aligning Marketing With Business Goals | 19 Jan 2026 | 00:32:17 | |
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 | |||
| Welcome to the Out & About Podcast! | 25 Aug 2025 | 00:07:05 | |
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! 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 | |||
| How Operations Can Transform Businesses and Help You Scale to the Next Level with Jennifer Goldman | 30 Apr 2025 | 00:25:25 | |
We talked with Jennifer about:
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| Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor | 16 Apr 2025 | 00:27:47 | |
We talked with Erica about:
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| Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen | 19 Mar 2025 | 00:27:47 | |
We talked with Verity about:
Featured Resources The Versoft Consulting Website Versoft Consulting Contact Form Versoft Consulting on LinkedIn Enjoyed This? You’ll Also Love: | |||
| Uncovering Your Purpose to Find Success in Your Firm with Rob Brown | 05 Mar 2025 | 00:27:36 | |
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 Enjoyed This? You’ll Also Love: | |||
| HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski | 19 Feb 2025 | 00:21:38 | |
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 Enjoyed This? You’ll Also Love: 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. | |||
| Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille | 05 Feb 2025 | 00:22:09 | |
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 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 | |||
| Time Management and Helping Advisors Focus to Find Success with Jody Jacobson | 22 Jan 2025 | 00:37:07 | |
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 Email Jody for free time management resources or to schedule a complimentary 30-minute call Enjoyed This? You’ll Also Love: How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma Using a Coach Mindset to Unlock Your Full Leadership Potential | |||
| Cybersecurity, Hacking, and Insurance Options in Financial Services with Joe Erle | 08 Jan 2025 | 00:25:08 | |
Joe Erle is a Cyber Group practice leader and co-founder at C3 and has been an insurance broker since 2008. Carving out a niche in cyber insurance, Joe’s superpower is analyzing policies, finding what’s not covered, and offering solutions to cover the exposure through insurance or other risk management vehicles. He is dedicated to helping clients navigate the complexities of cyber threats, ensuring their businesses are resilient in the face of digital challenges. He is also the co-host of the ”Ransomware Rewind” podcast, which covers major data breaches, digital privacy issues, and the quirks of internet culture with a mix of humor and insight. Featured Resources
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| How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops | 18 Dec 2024 | 00:26:15 | |
Jackie Benjamin Hatherley, “opspert” and founder of RIA Ops, has over 25 years of operations expertise, specializing in helping registered investment advisors embrace the human side of operations. Through flexible fractional COO and leadership coaching services, Jackie helps firms unlock the power of people in driving operations excellence to ultimately promote efficiency, innovation, and streamlined processes. Through consistent communication, explaining the “why,” and keeping goals relevant, Jackie’s tools and human-centric approach assist firms in fostering a culture of trust, purpose, and empowerment so operational decisions feel right — not just right on paper. Featured Resources Enjoyed This? You’ll Also Love: | |||
| Client and COI Referrals in Financial Services: What Works and What Doesn’t Work | 15 Dec 2025 | 00:28:09 | |
Tiffany and Lauren break down how client and COI referrals really work in financial services and why the best strategies feel authentic, relationship-driven, and value-forward. They discuss how to identify your true COIs, why nurturing relationships matters far more than asking outright, and how firms can build internal cultures that organically support referrals. 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 | |||
| Best Practices for Partnering with an Outsourced Marketing Agency in Financial Services | 12 Dec 2024 | 00:23:29 | |
At Out & About Communications, Tiffany Silverberg and Karen Villalta play key roles in managing relationships and bringing our clients’ visions to life. They bring valuable lessons learned and best practices for working with an outsourced marketing partner and managing common challenges throughout an engagement. We talked about:
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| Trends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors | 04 Dec 2024 | 00:21:18 | |
Jake DeKinder is the head of Client Communication at Dimensional Fund Advisors, where he oversees a broad range of initiatives designed to foster deeper connections with clients. His role encompasses managing conferences, webcasts, industry events, study groups, and communities, ensuring these interactions are both impactful and aligned with client needs. Jake transitioned into this role after years on the sales team, recognizing the need for more structured communication efforts. He leads a team dedicated to integrating direct feedback from advisors into their offerings. Under his leadership, Dimensional’s virtual engagements have thrived, especially during the COVID-19 pandemic. Featured Resources Enjoyed This? You’ll also love:
Tune in now as we chat with Jake about how to create exceptional client experiences while adapting to trending changes, the power of client referrals, and the challenges that come along with growth as the advisory landscape evolves. | |||
| How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma | 27 Nov 2024 | 00:25:03 | |
Natalie Bergsma is a seasoned consultant and executive coach with over 20 years of experience working in the financial services industry. Her journey began unexpectedly, shifting from academia in physical chemistry to financial services, where she became a key player in helping advisory firms implement best practices. After realizing her career path was being driven by external expectations, she pivoted to focus on personal fulfillment and professional growth. Natalie has built a successful practice, BeyondFA, that combines her consulting expertise with a strong focus on mindset and personal development, guiding advisors and firms toward purposeful growth. She is passionate about helping leaders and businesses overcome mental blocks, achieve meaningful change, and align their personal and professional goals. Having relocated to Costa Rica and experienced her own personal transformation, Natalie integrates life coaching and mindset work into her practice, enabling clients to achieve success with balance and intention. Featured Resources Enjoyed This? You’ll Also Love: Tune in now as we chat with Natalie about how to overcome imposter syndrome while pursuing intentional growth, attaining success by customizing best practices, and the importance of alignment between leaders and their teams. | |||
| Becoming a Speaker in Demand in Financial Services with Mary Carlson | 20 Nov 2024 | 00:25:06 | |
Looking to make an impact in the thought leadership space? Want to become an in-demand speaker? Tune in! Mary Carlson is a financial expert with a passion for integrating financial education and human behavior. After earning a financial planning degree from Texas Tech University, she worked as a lobbyist for the Financial Planning Association, focusing on retirement, taxes, and financial education. Her career later took her to the Pentagon, where she taught military personnel about budgeting, savings, and retirement planning. While earning her doctorate in financial therapy, Mary researched the financial behaviors of soldiers, deepening her understanding of the emotional aspects of money. She also spent three years at the CIA, providing financial counseling. Today, she runs her own consulting business, Financial Behavior Keynote Group, using her unique blend of financial knowledge and behavioral insights to help others. Featured Resources Enjoyed This? You’ll Also Love:
Tune in as we chat with Mary about embracing the blue ocean mentality, how she helps clients elevate their voices to make an impact in the thought leadership space, and more! | |||
| Tax Strategies for Advisors and How to Get More from Your CPA Relationship with Catherine Tindall, CPA | 13 Nov 2024 | 00:19:13 | |
Catherine Tindall, CPA, is the founder and head tax strategist at Dominion Enterprise Services and host of the podcast “Financial Advisors Want to Know.” Specializing in helping RIAs, independent broker-dealers, and other 1099 financial advisors, Catherine goes beyond routine income tax return filing to offer proactive planning that supports growth and expansion. Observing a gap in strategic tax analysis and planning, Catherine takes a client-focused, holistic approach to tax strategies, helping advisors and firms grow more efficiently and achieve their current and long-term goals. We talked with Catherine Tindall about:
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| Navigating Finances and Planning Resources for Service Members with Brandon Lovingier | 06 Nov 2024 | 00:17:10 | |
Brandon Lovingier, ChFC®, MQFP® aka The Enlisted Money Guy™, served over 18 years in the Army — including deployments to Iraq and Afghanistan. After navigating his own financial challenges, he became committed to helping other service members avoid similar mistakes he made and achieve financial freedom. Through his Enlisted Money website, blog, and educational videos, Brandon shares practical resources and strategies to empower the military community to make smart financial decisions. Featured Resources Enjoyed This? You’ll Also Love | |||
| Spooky Moments in Website Design and Development | 30 Oct 2024 | 00:26:19 | |
At Out & About Communications, Ellie Alexander and Josefina Terrera are integral parts of a team dedicated to guiding clients to achieve their brand and digital goals. As design director, Ellie collaborates closely with clients to refine their brands and showcase what makes them unique. Her background spans traditional ad agencies, in-house branding, and boutique marketing, all of which have shaped her expertise and approach. Alongside Ellie, Josefina serves as senior developer, crafting visually appealing and functional websites, with a special knack for customizing Webflow to meet client needs. Together, they bring creative precision and dedication to Out & About projects, helping clients stand out and connect authentically. Featured Resources Enjoyed This? You’ll Also Love:
Tune in as we chat with Ellie and Josefina about how simple website upkeep can keep your inbox from going scarily silent, how keeping up with today’s digital hygiene can keep you from spooky surprises, and how to keep your brand materials looking their best no matter what program they’re viewed in. | |||
| Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier | 23 Oct 2024 | 00:23:00 | |
Brendan Frazier is a former financial services consultant with over a decade of experience helping financial advisors across the country. Through his interactions with thousands of advisors, he recognized a recurring theme: many felt they were acting more like therapists than financial planners. This insight led Brendan to explore the often-overlooked human side of finance, prompting him to launch his own advisory business. Committed to improving his understanding of behavioral psychology and communication, he started a podcast where he interviews experts in these fields. Brendan’s passion for merging the human aspect with financial advising has created a growing community of like-minded professionals eager to learn and evolve in their practice. Featured Resources Enjoyed This? You’ll Also Love:
Tune in as we chat with Brendan about the importance of listening on a level that involves engaging with empathy and curiosity. Discover why building relationships with clients should start with understanding their fundamental motivations and desires, and how you can create deep connections by making clients feel heard and understood. | |||
| FAQs: When to Engage and How to Navigate Outsourced Marketing in Financial Services | 16 Oct 2024 | 00:26:53 | |
Tiffany and Lauren sit down to discuss frequently asked questions about outsourcing marketing in financial services. They explore indicators that suggest it’s time to bring in external support, factors that contribute to successful partnerships, and how to align broader business goals to secure leadership buy-in. Stream the episode for valuable insights to elevate your outsourced marketing efforts, from balancing in-house capabilities to identifying your ideal prospect and determining the right level of support you need. | |||
| When Marketing Campaigns Go Wrong: Lessons Learned from the CFP Board Recruiting Ads | 14 Oct 2024 | 00:18:29 | |
In this episode, Out & About’s Content Director, Tiffany Silverberg, joins Lauren to break down the ripple effects of the recent CFP Board recruiting campaign that missed the mark and stirred up unintended reactions. They share valuable takeaways as to why aligning marketing efforts with your brand’s voice, personality, and values is crucial in providing necessary guardrails to avoid similar missteps. They also explore how, even with the best intentions, marketing in the digital world is never truly isolated to a single audience, presenting unique challenges and opportunities—such as a chance for the CFP community to step up and showcase the true value of their profession. | |||
| How AI is Influencing Search for Financial Services and What Your Website Should Do About It | 01 Dec 2025 | 00:28:31 | |
Tiffany and Josefina explain why SEO now means “search everywhere optimization,” how AI is reshaping discovery, and what financial service websites should do about it. Learn how to earn citations and mentions, build deeper service pages, publish clear FAQs, and fix technical basics like image weight and heading order. Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checklist in their inboxes! | |||
| Building an Insurance Firm Through Authentic Relationships and Value Alignment with Broc Buckles | 09 Oct 2024 | 00:18:16 | |
Broc Buckles is the co-founder of BC Brokerage, a company dedicated to serving financial planners across all 50 states. BC Brokerage focuses on providing honest, efficient, and transparent insurance solutions exclusively for financial advisors and their clients. Recognizing the challenges financial planners face with traditional insurance brokers who often push products for commission, Broc and his team offer a trustworthy alternative. BC Brokerage empowers advisors, especially fee-only fiduciaries, to confidently implement insurance plans without concerns about upselling or misaligned incentives. Featured Resources Enjoyed This? You’ll Also Love: Tune in now as we chat with Broc about the power of authenticity and trust when cultivating long-lasting relationships, digging deeper to ask the right questions when choosing an insurance partner, and how to align values and goals to spark collaboration. | |||
| Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano | 25 Sep 2024 | 00:19:58 | |
Gretchen Pisano’s journey reflects the idea that no experience is wasted, as she believes her early career in graphic facilitation laid the foundation for her expertise. For seven years, she traveled globally, illustrating live conversations during high-level corporate meetings. This experience honed her ability to listen deeply—not just to what was said but also to what was left unsaid, across various cultural contexts. It led her to facilitate strategic conversations, where she noticed while organizations invest heavily in systems, they overlook the importance of changing how people think. This realization spurred her to pursue a master’s degree in applied positive psychology, combining her street smarts with evidence-based theories. Today, as the CEO and co-founder of pLink Leadership, she focuses on executive coaching and leadership development, aiming to align individual and collective growth with organizational strategy. She finds joy in the challenge of guiding teams, likening it to steering an aircraft carrier—a hard but rewarding task. Featured Resources Enjoyed This? You’ll Also Love: Tune in as we chat with Gretchen about talents versus strengths, how to turn a talent into a strength, and how overusing a strength can turn it into a “weakness.” Plus, are you giving your strengths away for free? | |||
| Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners | 10 Sep 2024 | 00:26:02 | |
Seth David, Chief Nerd at Nerd Enterprises, Inc., has a unique journey that combines creativity with analytical expertise. After majoring in computer science and dabbling in theater, Seth shifted his focus to finance, working as a stockbroker on Wall Street. He later earned an accounting degree and built a successful career as a senior revenue accountant. Driven by an entrepreneurial spirit, Seth went on to found Nerd Enterprises, where he helps accountants, bookkeepers, and financial professionals run their businesses more efficiently. Today, he thrives as a leader, blending technical skills with a passion for business. Featured Resources Tune in now as we chat with Seth about the power of content creation in business growth, key chapters of your accounting strategy you can’t afford to miss, and the importance of keeping your focus on the outcomes rather than on time spent or number of tasks completed. | |||
| Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski | 28 Aug 2024 | 00:14:49 | |
Mary Wisniewski is the editor-at-large at Cornerstone Advisors, where she shapes content strategy. In journalism since 2008, covering banking innovation and fintech with brands such as Bankrate and American Banker, Mary offers unique insights into the evolving financial services landscape. Her most recent work focuses on how companies are adapting their strategies to connect with the next generation of under-30 investors, financial planning clients, and employees. Appreciating Gen Z’s focus on self-care, work-life balance, and pursuing passions beyond financial success, Mary recognizes an excellent opportunity for banks, credit unions, and other financial services companies to engage a generation with distinct concerns and goals. Mary frequently speaks at industry events, in the media, and as the host of her podcast, “Money I$n’t Everything,” sharing strategies and research for better understanding and serving Gen Z. Featured Resources
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| How to Plan Strategic, Effective Events for Financial Services with Angela York and Elyse Stoner | 14 Aug 2024 | 00:23:34 | |
Angela York and Elyse Stoner are the dynamic co-founders of Event Advisors, a company dedicated to transforming event strategy within the financial services ecosystem. Angela brings decades of experience in advisor and marketing implementation, as well as event planning. Her journey spans over a decade of in-house roles and another decade as a consultant. During the pandemic, she met Elyse Stoner, marking the beginning of their collaboration. Angela’s extensive background in the wealth advisory space, combined with her passion for creating meaningful and strategic events, has been instrumental in their joint venture. Elyse has a rich background in sports entertainment and higher education marketing. Her experience in strategic marketing led her to question the purpose and strategy behind events in the financial services industry. Her strategic approach, coupled with Angela's deep industry knowledge, has been key to their success. Together, Angela and Elyse bring a unique blend of skills to Event Advisors, offering event strategies that are purpose-driven and aligned with business goals. Their mission is to elevate events in the financial services industry, ensuring they are not just events but strategic tools that deliver value and drive business success. Featured Resources Enjoyed This? You’ll Also Love:
Tune in now as we chat with Angela and Elyse about return on investment (ROI) versus return on the moment (ROM), how to align your events with business goals to build impactful and meaningful relationships, and why you should cater to the needs of your ideal audience. | |||
| Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms | 06 Aug 2024 | 00:24:01 | |
Caleb Brown is the CEO and co-founder of New Planner Recruiting, LLC. He graduated from Texas Tech's financial planning program in the early 2000s after initially majoring in finance. Encouraged by his father to pursue business, Caleb discovered his passion for financial planning a few years into his studies and made a pivotal shift in his academic journey. Upon graduation, he returned to Dallas and secured a full-time financial planning role, where he worked for nearly six years. During this time, Caleb became actively involved with the Financial Planning Association (FPA) in Dallas. Witnessing the challenges faced by talented financial planners during a tough job market, he was driven to find ways to keep them in the profession. His efforts through the FPA led to the creation of career day programs and internship opportunities, and eventually, firms began seeking his expertise in hiring the best candidates. Caleb’s experience helped lay the foundation for New Planner Recruiting, which he founded with Michael Kitces. Today, he continues to shape the future of financial planning by helping new planners enter the profession and connecting top talent with leading firms. Featured Resources Enjoyed This? You’ll Also Love:
Tune in now as we talk with Caleb about the fluctuating talent market and the art of positioning job roles effectively, why Gen Z is seeking in-person opportunities, and the importance of precise hiring strategies and how they lead to successful placements. | |||
| Telling Finance and Cause-Based Stories through Filmmaking with Robin Hauser | 30 Jul 2024 | 00:23:34 | |
As president of Unleashed Productions, Inc. and director at Finish Line Features, LLC, Robin is renowned for producing cause-based documentaries that inspire and educate. After beginning her career in the stock market, Robin's passion for photography and visual storytelling led her to documentary filmmaking. Her journey began in 2010 with a project about a high school cross-country coach diagnosed with Lou Gehrig's disease. The success and emotional impact of this documentary ignited Robin's dedication to creating films that highlight important societal issues through creative content. Self-taught and supported by the vibrant San Francisco documentary community, Robin combines her business acumen with a deep commitment to storytelling, fundraising, and mentorship to bring impactful stories to life. Featured Resources Enjoyed this? You’ll also love:
Tune in as we chat with Robin about how her unique blend of business acumen and creative vision has led to powerful documentaries, the process of distributing her films so they go on to foster discussions and drive advocacy, and how she ensures every screening is not just a viewing but an opportunity for education and dialog. | |||
| How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough | 24 Jul 2024 | 00:24:01 | |
Stephanie McCullough is a veteran financial advisor with 27 years of experience. Inspired by her father, a long-time financial advisor, she transitioned into the financial sector at age 30. Recognizing the value of his work, she decided to join his business. A pivotal moment in 1998, when she met a coach at a chamber of commerce event, significantly shaped her professional journey. Stephanie founded Sofia Financial in 2011 and focuses on empowering women to confidently take control of their financial futures. She creates a safe space for open and vulnerable discussions about financial matters. Featured Resources Enjoyed this? You’ll also love:
Tune in now as we chat with Stephanie about the power of her human-first approach and how she creates a safe space for her clients, tips for finding the right fit financial advisor, and how she provides support and education to help make financial planning less intimidating. | |||
| Educating Financial Advisors on Healthcare Planning | 17 Jul 2024 | 00:23:22 | |
Cole Craven is the co-founder of Move Health Partners, based in Evansville, Indiana. Initially an advertising major with dreams of working at a big ad firm in a major city, his career path took an unexpected turn when a close friend introduced him to the health insurance industry. Starting at a large agency, Cole played a key role in scaling the team from 80 to nearly 400 members before his successful exit last summer. Now with Move Health Partners, he is dedicated to demystifying health insurance and Medicare, making them simple and easy to understand for both advisors and clients. Featured Resources Enjoyed this? You’ll also love: Tune in now as we chat with Cole about how he helps advisors and their clients unlock their next moves in life, the resources he provides to advisors when their clients need healthcare planning, and the power of human interaction and why it’s still preferred over AI for these important decisions. | |||
| A Journey from Army Officer to Fee-Only Financial Planning through Reading and Teaching | 10 Jul 2024 | 00:25:19 | |
Ian J. Gates, former ESL teacher turned Army intel officer turned aspiring fee-only financial planner, brings a wealth of experience and unique insights into the financial challenges service members face. His military service and background in teaching refugees as well as affluent families have given him a rich and diverse perspective on financial literacy and planning. As host of the #BLUFFbooks podcast, Ian reviews new and classic books on personal finance to help the military community “build, lead, and understand financial freedom.” Focusing on the intersection of military service and financial planning, he advocates for tailored advice and specialized advisors to help military members and their families achieve financial stability and freedom. Featured Resources
Enjoyed this? You’ll also love: Discover how financial advisors can better serve military members and their families through specialized guidance for unique challenges and circumstances, such as deployments, relocations, and special benefits. Plus, hear how Ian’s book reviews on personal finance empower service members toward financial freedom. | |||
| Financial Services SEO in an AI World | 17 Nov 2025 | 00:29:54 | |
SEO isn’t just about keywords anymore. Tiffany and Jimmy unpack how financial services companies can rethink SEO strategy in an AI-driven world, from understanding organic search versus paid ads to knowing when your content is already performing. Learn how to “look under the hood,” review your website data, and see what’s really driving people to your site. 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 | |||
| Tips for Effective Branding and Website Strategies for Financial Services | 26 Jun 2024 | 00:24:40 | |
Melissa Joy is a seasoned financial planner with over 25 years of experience in the financial services industry. Her career began with a strong focus on investment research and due diligence, eventually leading her to become a partner at a larger firm where she also played a pivotal role in shaping marketing strategies and branding efforts. In 2018, Melissa embarked on a new journey by founding Pearl Planning. She sought to connect with clients who valued thoughtful, personal conversations over the scale of a large firm. By sharing her own story and emphasizing Pearl Planning’s unique value proposition, Melissa successfully established a niche in the market, attracting clients who appreciated the tailored approach offered by her boutique firm. Today, Melissa leads Pearl Planning with a commitment to providing personalized financial advice and building meaningful client relationships, reflecting her belief that the size of the firm should never overshadow the quality of service and attention to individual client needs. Featured Resources: Enjoyed This? You’ll Also Love: Tune in as we chat with Melissa about her journey through the financial services industry that led her to founding Pearl Planning, the power of creating a brand that stands out, and the importance of staying true to yourself to connect with clients on a personal level, building trust and success. | |||
| Salesforce for Financial Services: Getting More Out of Your Investment with Spencer Lowe of SOLVD.cloud | 19 Jun 2024 | 00:29:43 | |
Spencer Lowe, CEO of SOLVD.cloud, was interested in entrepreneurship from a young age, starting with mowing lawns and door-to-door sales. Inspired by his father's late-career business venture, Spencer pursued his ambition to start his own business, earning a master's degree in information systems management. He began his career at a firm, where he honed his skills as a Salesforce consultant. Recognizing the rapid growth in the Salesforce market, Spencer founded SOLVD.cloud in 2019 to tackle its inefficiencies and the high costs faced by companies. Initially serving a broad client base, SOLVD.cloud refocused during the COVID-19 pandemic on high-tech SaaS and financial services, sectors that saw increased spending during this time. Today, SOLVD.cloud is renowned for its expertise in these areas, empowering businesses to revolutionize their CRM systems by optimizing tools and products to enhance workflows and drive growth. Emphasizing project management and technical expertise, SOLVD.cloud cultivates top Salesforce consultants and is thriving under Spencer’s leadership. Featured Resources Enjoyed this? You’ll also love:
Tune in as we chat with Spencer about how to manage the implementation of Salesforce over time; compliance and other issues around using Salesforce in financial services; and how to know if you need Salesforce and its particular products, tiers, and integrations. | |||
| Holistic Financial Planning for All Life Stages with Barbara Micheletti | 12 Jun 2024 | 00:28:00 | |
Barbara Micheletti is the founder and CEO of Interrupting Aging, using her gerontology (the study of aging) expertise and financial services background to transform how financial professionals engage with their aging clients. Starting as an insurance agent in 2006, she built a successful business but faced significant challenges two years later when Brooke Corporation went bankrupt while she was also experiencing personal financial hardship. Emerging stronger, Barbara learned resilience, crisis management, and the importance of transparency. Today, she emphasizes the importance of holistic financial planning for all life stages. Through Interrupting Aging, Barbara inspires a positive approach to aging, guiding financial professionals to better support their aging clients both financially and emotionally. Featured Resources: Enjoyed This? You’ll love:
Tune in now as we chat with Barbara about the journey that led her to gerontology, how she serves financial professionals, the growing aging population and the issues they face that financial professionals can help with, and some of the ways financial professionals can identify problems with aging clients before they arise. | |||
| Unlocking Growth: How to Optimize Procedures Using Simplicity Ops with Kate Guillen | 05 Jun 2024 | 00:20:38 | |
Kate Guillen is a seasoned operations professional with over a decade of experience in the investment management industry. Her journey began as a client service associate for a broker-dealer and she later became the operations manager at a registered investment advisor, where she was given the freedom to solve operational issues with technology and discovered her passion for AdvisorTech. In 2020, she founded Simplicity Ops to help financial advisors and their teams simplify systems and standardize operations. Today, Simplicity Ops has partnered with over 50 firms, dedicated to maximizing their technology and ensuring robust operating procedures to support growth and excellent client service. Featured Resources Enjoyed this? You’ll also love: Tune in now as we chat with Kate about how to implement CRM changes sustainably, how to get the whole team on board for adopting new operating systems, and tips and tools she loves with Redtail and Wealthbox. | |||
| The Role of Marketing and the CMO in Today’s Financial Services Industries with Nick Richtsmeier | 29 May 2024 | 00:36:55 | |
Nick Richtsmeier is the principal at CultureCraft, an innovative firm dedicated to providing tools that unlock critical questions for wealth management professionals and firms. With a career deeply rooted in the wealth management industry, Nick spent nearly a decade as an advisor before transitioning into executive roles. His experience includes serving as CMO and COO for small to mid-sized registered investment advisor (RIA) firms, where he identified recurring issues that kept RIA businesses stuck in unproductive cycles — a key factor fueling the current era of consolidation. Passionate about addressing these challenges, Nick founded CultureCraft to equip wealth managers with the insights and strategies needed to break free from these cycles and achieve sustainable success. Featured Resources
Tune in now as we chat with Nick about setting up your marketing leaders for success and determining when to hire an integrated agency or a CMO. Plus, discover how to ensure your marketing efforts align with your overall business goals, and more. Enjoyed This? You’ll Also Love: | |||
| Building a Financial Family Business: How Bridget Venus Grimes Solved her RIA Capacity Problem With Her Daughter Marnie Bonner | 22 May 2024 | 00:26:19 | |
Bridget Venus Grimes is president and founder of WealthChoice. She launched her family firm in 2016 in response to the financial challenges faced by breadwinner women across the nation. Recognizing the need to expand her capacity to serve her growing clientele of over 65 families, she made the decision to bring her daughter Marnie on board. Through this strategic move, Bridget aims to ensure continuity and quality service for her clients while fostering a legacy of financial empowerment for future generations. With assets under management reaching $90 million, Bridget's dedication to providing comprehensive financial guidance while nurturing a successor reflects her passion for empowering women to make informed financial decisions. In her book, Corner Office Choices, Bridget compassionately guides women through the four financial derailers she has observed over time. With keen insight and unwavering dedication, she continues to support this dynamic group of women, addressing their unique challenges and empowering them to navigate their financial journey with confidence and clarity.
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| Website Redesigns: The Process Behind Building Websites for Financial Services Companies | 15 May 2024 | 00:28:49 | |
Step into the dynamic world of website redesigns with the directors team at Out & About Communications. Ellie Alexander, our design director; Jimmy Lim, our marketing director; and Tiffany Silverberg, our content director, are experts on the intricacies of website redesigns, and all the elements needed to help breathe new life into your online presence. From crafting the initial wireframe to creating compelling design elements and meaningful copy, our directors take a client-centric approach while guiding businesses through this journey, and also share their insider’s perspective on the evolution of our very own Out & About website redesign. Featured Resources Tune in as we chat with Ellie, Jimmy, and Tiffany about reasons your company might need a website redesign to wireframes and finalizing a design and content direction. Enjoyed This? You’ll Also Love: | |||
| Transforming The Job Market: Harnessing Skill Sets of Military Spouses To Create Meaningful Impact | 08 May 2024 | 00:22:00 | |
Over the span of 22 years as a military spouse, Erica McMannes has weathered numerous moves, career shifts, and challenges inherent to military life — and discovered her passion for fostering community and enhancing the quality of life for military families. Frequent relocations and the demands of raising a family posed constant challenges to maintaining a traditional career path. Through it all, she emerged as a trailblazer in connecting military spouses with remote work opportunities. Fast-forward 12 years, and Erica's journey led her to the founding of Instant Teams, a company dedicated to bridging the gap between military spouses and employers through remote work opportunities. Leveraging her expertise in customer experience (CX) and talent sourcing, Instant Teams provides a vital service to companies by matching them with skilled remote workers tailored to their needs. Through Erica’s efforts, Instant Teams is addressing the high rates of unemployment and underemployment prevalent among the military demographic, while simultaneously improving military spouses’ overall personal wellness and quality of life. Check out the new Instant Teams website. Featured Resources Enjoyed This Interview? You’ll love: | |||
| Email Marketing Insider Tips for Financial Advisors | 01 May 2024 | 00:27:56 | |
James Pollard is a seasoned marketing professional with a passion for personal finance. With nearly two decades of experience in the marketing world, he found his niche assisting financial advisors with their marketing efforts, particularly focusing on email marketing strategies. His journey into this specialized field began when he helped a financial advisor improve their marketing, leading to tangible results and subsequent referrals. This organic growth spurred him to establish his own company, The Advisor Coach, where he initially offered coaching services but later transitioned into an information and publishing model to reach a wider audience of financial advisors. Today, his website, theadvisorcoach.com, is one of the leading sources for business-building information in the financial advice industry. His products and services have helped more than 50,000 financial advisors attract more clients since 2015. Tune in for insider tips from James as we dive into email marketing for financial advisors that works, how to measure success with email marketing, building a list through lead magnets, improving conversion rates and — the pepperoni pizza rule.
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| Using a Coach Mindset to Unlock Your Full Leadership Potential | 24 Apr 2024 | 00:31:08 | |
Kevin Poland is the owner, CEO, business consultant and coach at The Renaissance Group, a pioneering firm specializing in business and leadership coaching in the financial advisory space. Kevin’s journey into entrepreneurship began when he and his business partner, his wife, Jody, made the decision to leave the corporate world and embark on their own business venture. They stumbled upon the transformative teachings of Michael Gerber, particularly his renowned work, "The E-Myth," which revolutionized their understanding of business ownership. Inspired by Gerber's philosophy, Kevin and Jody immersed themselves in learning and implementing his principles. Their dedication led them to become among some of the first consultants certified by Gerber's company. Their mission? To revolutionize the financial advisory landscape by empowering business owners to establish systems and processes that mitigate dependency and cultivate sustainable growth. For over 25 years, Kevin’s holistic teachings for organizational development have helped hundreds of business owners solve their most pressing problems, steering them toward prosperity and achievement. Featured Resources & Shoutouts Tune in now as we chat with Kevin about his incredible journey to starting a business and how to reframe your leadership approach to be more effective. Plus, why a lot of firm owners aren’t prepared to be leaders and how you can use coaching to further develop your team. Enjoyed This Interview? You’ll love:
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| Positioning for Scale in Financial Services: From M&A Readiness to Hiring Momentum | 31 Oct 2025 | 00:27:20 | |
Tiffany and Lauren break down how positioning turns into a practical growth plan for mid-size financial services firms. We cover why clarity beats “cookie-cutter” tactics, how to align campaigns to objectives (advisor recruitment, hiring), and where your brand must show up — marketing, HR, sales, operations — so scale doesn’t create disconnect. 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 | |||
| How To Develop and Infuse Generosity Into Your Company Culture | 17 Apr 2024 | 00:23:02 | |
Bob DePasquale, aka “The Generosity Guy,” is a broadcaster turned financial planner and a passionate advocate for the power of generosity in building strong company cultures. He advocates for the implementation of programs and systems that empower individuals to use their skills and talents for the collective good. Bob believes fulfillment comes from contributing meaningfully to a shared cause. With his commitment to promoting generosity, he inspires individuals and organizations to unleash their full potential and create a ripple effect that positively impacts the world. Featured Resources & Shoutouts Tune in now as we chat with Bob about his personal and professional experiences with generosity, real tips for improving your company culture overnight, and more. Enjoyed this interview? You’ll love these: | |||
| Six People You Need In Your Life to Develop Your Career | 10 Apr 2024 | 00:22:34 | |
Even as a child, Eric possessed an innate spark that seemed to defy containment. With a passion for uplifting others, particularly fellow advisors, Eric discovered his calling in fostering connections and nurturing potential. His philosophy? The equation to becoming your dream self is Mindset + Heart set + Skill set. Today, Eric is at the helm of a diverse portfolio of ventures, from serving as CEO at Forefront Wealth Advisors in Austin, Texas, to overseeing a national insurance agency catering to financial advisors, running a tax business, advisor consulting, and more; his scope is expansive. Eric’s coaching methodology mirrors his own journey — a formula carefully crafted to shape and empower advisors to reach their fullest potential. Featured Resources & Shoutouts Tune in now for more from Eric as he dives into the importance of mentorship and surrounding yourself with people who encourage you to grow, how and why you should build your personal board of directors, and the power of prioritizing personal growth to unlock a world of opportunities. Enjoyed this Interview? You’ll love: | |||
| Unlocking the Power of Innovative Hiring for Employee Retention and Success | 03 Apr 2024 | 00:27:05 | |
Yonhee Choi Gordon, a seasoned CFP® professional, has been an integral part of JMG Financial Group’s success story since 1986. Renowned for her unique blend of expertise and empathy, Yonhee has established herself as a trusted mentor and advisor, fostering the financial and professional growth of clients and colleagues alike. Her innovative approach to hiring assessments has significantly reduced turnover rates, enabling the team to focus on executing business strategy and delivering the best service to clients. Yonhee’s dedication to investing in people and cultivating a supportive company culture underscores her commitment to building lasting relationships and fostering growth. Featured Resources & Shoutouts Tune in now as we chat with Yonhee about her innovative hiring process that helps employees fully grasp roles and feel empowered, the power of investing in your people, and how she promotes lifelong learning. Enjoyed this interview? You’ll love these: | |||
| Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection | 27 Mar 2024 | 00:21:30 | |
While working as a financial planner, Adam Holt found traditional approaches lacking in client engagement and clarity. Recognizing the need to prioritize meaningful financial decisions, he founded Asset-Map as a tool to refocus clients on their goals. Starting as an in-house solution, it propelled Holt’s wealth planning business to remarkable growth. Today, Asset-Map serves thousands of financial advisors worldwide, empowering families to make informed decisions, stay engaged, and achieve their financial aspirations. Featured Resources & Shoutouts Tune in now as we chat with Adam about the history of the Asset-Map platform, the importance of simplicity in delivery, and how to leverage technology to maximize and amplify humanness in the advisory space. Enjoyed this interview? You’ll love these: | |||