The Out and About Podcast

Out and About Communications
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  • 一月一更

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

  1. 9月8日

    How to Know If Your Newsletters Are Engaging? (More Than The Open Rates)

    Not sure if your newsletter is worth the time and effort? On this first episode of The Out & About Podcast, Director of Marketing Analytics Jimmy Lim guides us through how to measure newsletter engagement in financial services. From open rates and click rates to click maps and Apple’s Mail Privacy Protection, learn how to interpret your data and connect it to your business goals. Plus, discover why newsletters remain one of the most effective owned channels, and how they act as “breadcrumbs” guiding prospects and clients through a longer, non-linear journey with your brand.

    30 分钟

  2. 第 2 季预告片

    Welcome to the Out & About Podcast!

    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! For more information and resources, please visit outandaboutcommunications.com/community.

    7 分钟

  3. 4月30日

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

    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

    25 分钟

  4. 4月16日

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

    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

    28 分钟

  5. 3月19日

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

    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

    28 分钟

  6. 3月5日

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

    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 The Purpose-Driven Advisor Podcast  Enjoyed This? You’ll Also Love: 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

    28 分钟

  7. 2月19日

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

    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.

    22 分钟

  8. 2月5日

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

    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

    22 分钟
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关于

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

信息

  • 创作者
    Out and About Communications
  • 活跃年份
    2023年 - 2025年
  • 单集
    80
  • 分级
    儿童适宜
  • 版权
    © Out and About Communications
  • 节目网站
    The Out and About Podcast