On Purpose

Out and About Communications
  • 4,7 (3)
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On Purpose

On Purpose explores the community of financial service movers and shakers who are changing the face of finance. Hear from award winners, thought leaders, authors and executives who are part of the undercurrent of industry change. They are pushing the edge and, frankly, they are doing things differently… on purpose.

  1. 18 DE DEZ.

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

    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  RIA Ops and Complimentary 30-Minute Consultation  Jackie Benjamin Hatherley on LinkedIn Patrick Lencioni’s 5 Dysfunctions of a Team Patrick Lencioni’s Death by Meeting Simon Sinek’s Find Your Why Enjoyed This? You’ll Also Love: How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners

    26min

  2. 12 DE DEZ.

    Best Practices for Partnering with an Outsourced Marketing Agency in Financial Services

    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: Practical tips to start an outsourced marketing relationship on a clear and aligned footing Why setting realistic expectations around timelines, deliverables, and success rates is critical Insights into common challenges companies may experience when working with an outsourced partner and how to navigate them Featured Resources  How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider Tiffany Silverberg on LinkedIn Karen Villalta on LinkedIn Enjoyed This? You’ll Also Love: FAQs: When to Engage and How to Navigate Outsourced Marketing in Financial Services The Role of Marketing and the CMO in Today’s Financial Services Industries with Nick Richtsmeier How a Brand Personality Can Drive Company Culture and Build Trust With Your Audience Website Redesigns: The Process Behind Building Websites for Financial Services Companies

    23min

  3. 4 DE DEZ.

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

    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  Jake DeKinder on LinkedIn Dimensional Fund Advisors on Twitter Dimensional.com Enjoyed This? You’ll also love:   Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners  Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski 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.

    21min

  4. 27 DE NOV.

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

    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  Natalie Bergsma on LinkedIn Natalie Bergsma on Twitter BeyondFA on LinkedIn BeyondFA.com Enjoyed This? You’ll Also Love:   How to Develop and Infuse Generosity Into Your Company Culture  Six People You Need In Your Life To Develop Your Career How to Align Your Values With Your Career and Service Model 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.

    25min

  5. 20 DE NOV.

    Becoming a Speaker in Demand in Financial Services with Mary Carlson

    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  Dr. Mary Carlson on LinkedIn  Financial Behavior Keynote Group on LinkedIn Financial Behavior Keynote Group on Instagram Financial Behavior Keynote Group website  Kitces.com  Enjoyed This? You’ll Also Love:  Telling Finance- and Caused-Based Stories through Filmmaking with Robin Hauser Making Noise to Tackle the Financial Education Problem  Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano 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!

    25min

  6. 13 DE NOV.

    Tax Strategies for Advisors and How to Get More from Your CPA Relationship with Catherine Tindall, CPA

    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: Why planning, forecasting, and analysis are essential components in building an effective tax strategy Key tax considerations for advisors and firms as year-end approaches to help optimize income taxes and future growth Why working with a tax professional who understands the advisory space—and knowing the right questions to ask—can help enhance an advisor's CPA relationship, experience, and outcomes Featured Resources  Catherine Tindall, CPA on LinkedIn Financial Advisors Want to Know Podcast Dominion Enterprise Services  Financial Advisors Success Podcast with Michael Kitces Enjoyed This? You’ll Also Love: Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners Using a Coach Mindset to Unlock Your Full Leadership Potential How to Navigate Financial Services Compliance in 2024

    19min

  7. 6 DE NOV.

    Navigating Finances and Planning Resources for Service Members with Brandon Lovingier

    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 Enlisted Money Enlisted Money Confessions Enlisted Money Success Stories MilMoneyCon ChooseFI Military Facebook Group Military Financial Advisors Association Enjoyed This? You’ll Also Love A Journey from Army Officer to Fee-Only Financial Planning through Reading and Teaching with Ian Gates Scale Your Financial Services Team By Hiring Military Spouses With Instant Teams Financial Literacy: The First Step in Becoming Your Own Money Boss with Jamie Bosse

    17min

  8. 30 DE OUT.

    Spooky Moments in Website Design and Development

    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  Ellie Alexander on LinkedIn Josefina Terrera on LinkedIn Enjoyed This? You’ll Also Love:   FAQs: When to Engage and How to Navigate Outsourced Marketing in Financial Services Website Redesigns: The Process Behind Building Websites for Financial Services Companies  Financial Services Branding: When and How Should You Redesign Your Company Logo? 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.

    26min
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4,7
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Sobre

On Purpose explores the community of financial service movers and shakers who are changing the face of finance. Hear from award winners, thought leaders, authors and executives who are part of the undercurrent of industry change. They are pushing the edge and, frankly, they are doing things differently… on purpose.

Informações

  • Criado por
    Out and About Communications
  • Anos de atividade
    2023 - 2024
  • Episódios
    70
  • Classificação
    Livre
  • Copyright
    © Out and About Communications
  • Site do podcast
    On Purpose

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