On Purpose

Out and About Communications
  • 4.7（3則評分）
  • 創業
  • 每月更新
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. 2 天前

    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

    17 分鐘

  2. 10月30日

    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.

    26 分鐘

  3. 10月23日

    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.

    23 分鐘

  4. 10月16日

    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.

    27 分鐘

  5. 10月14日

    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.

    18 分鐘

  6. 10月9日

    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.

    18 分鐘

  7. 9月25日

    Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano

    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  Gretchen Pisano on LinkedIn  Gretchen Pisano on Instagram Gretchen Pisano on Twitter pLink Leadership on LinkedIn pLink Leadership on Facebook Clifton Strengths  Enjoyed This? You’ll Also Love:  Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski  Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms with Caleb Brown Using a Coach Mindset to Unlock Your Full Leadership Potential 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?

    20 分鐘

  8. 9月10日

    Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners

    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  Seth David on LinkedIn  Nerd Enterprises, Inc. on LinkedIn David Allen’s Getting Things Done Slack 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.

    26 分鐘
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評分與評論

4.7
（滿分 5 顆星）
3 則評分

簡介

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.

資訊

  • 創作者
    Out and About Communications
  • 活躍年代
    2023年 - 2024年
  • 集數
    64
  • 年齡分級
    兒少適宜
  • 版權
    © Out and About Communications
  • 節目網站
    On Purpose

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