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. HÁ 2 DIAS

    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

  2. 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

  3. 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

  4. 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

  5. 23 DE OUT.

    Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier

    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  Brendan Frazier on LinkedIn  RFG Advisory  The Human Side of Advice Podcast Psychology of Money Advice that Sticks Never Split the Difference, Chris Voss Shaping Wealth Money Quotent Enjoyed This? You’ll Also Love:  Using a Coach Mindset to Unlock Your Full Leadership Potential How to Develop and Infuse Generosity Into Your Company Culture Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection Six People You Need in Your Life to Develop Your Career 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.

    23min

  6. 16 DE OUT.

    FAQs: When to Engage and How to Navigate Outsourced Marketing in Financial Services

    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.

    27min

  7. 14 DE OUT.

    When Marketing Campaigns Go Wrong: Lessons Learned from the CFP Board Recruiting Ads

    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.

    18min

  8. 9 DE OUT.

    Building an Insurance Firm Through Authentic Relationships and Value Alignment with Broc Buckles

    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  Broc Buckles on LinkedIn BC Brokerage on Instagram Bc-brokerage.com  Alan Moore on LinkedIn Michael Kitces on LinkedIn Enjoyed This? You’ll Also Love:   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 How Authenticity Can Help You Attract Your Tribe, Find Your Target Market, and Add Passion to the Bottom Line 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.

    18min
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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
    66
  • Classificação
    Livre
  • Copyright
    © Out and About Communications
  • Site do podcast
    On Purpose

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