The Out and About Podcast

Out and About Communications
  • 4,8 (5)
  • MARKETING
  • MENSAL

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. HÁ 6 DIAS

    Before You Start Marketing: Financial Services Positioning

    Positioning comes before tactics. Tiffany, Jimmy, and Ellie break down how to define your voice, niche, and differentiators so your website, content, and campaigns stop spinning and start resonating. Learn practical ways to narrow down your audience beyond demographics, why brand guidelines serve as a true decision filter, and the “one thing” action step: writing your positioning statement.  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

    34min

  2. 2 DE OUT.

    How To Get Personal In Newsletters Without Being Too Personal

    Struggling with what to actually include in your firm’s newsletter? In this episode of The Out & About Podcast, Tiffany and Jimmy break down how to create engaging newsletter content in financial services. Learn why consistency builds trust, how faces and stories help humanize your brand, and ways to share team updates without oversharing. Plus, discover simple, low-lift ideas — from candid photos to quick videos — that make newsletters feel more authentic.  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

    24min

  3. 8 DE SET.

    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.  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

    30min

  4. TRAILER DA TEMPORADA 2

    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! 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

    7min

  5. 30 DE ABR.

    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

    25min

  6. 16 DE ABR.

    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

    28min

  7. 19 DE MAR.

    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

    28min

  8. 5 DE MAR.

    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

    28min
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Sobre

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

Informações

  • Criado por
    Out and About Communications
  • Anos de atividade
    2023 - 2025
  • Episódios
    82
  • Classificação
    Livre
  • Copyright
    © Out and About Communications
  • Site do podcast
    The Out and About Podcast

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