The Out and About Podcast

Out and About Communications
  • 4.8 (5)
  • MARKETING
  • UPDATED MONTHLY

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. JAN 19

    Aligning Marketing With Business Goals

    Marketing gets messy when it is disconnected from business goals. In this episode, Tiffany and Jimmy break down how to build alignment through a simple planning meeting, a firmwide calendar, and metrics that reflect what is actually happening in the funnel. You will learn how to work backwards from growth goals into marketing goals, how to report on what moves the needle, and why doing less can be the most strategic move when it is focused and tied to the company’s direction. 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

    32 min

  2. 12/15/2025

    Client and COI Referrals in Financial Services: What Works and What Doesn’t Work

    Tiffany and Lauren break down how client and COI referrals really work in financial services and why the best strategies feel authentic, relationship-driven, and value-forward. They discuss how to identify your true COIs, why nurturing relationships matters far more than asking outright, and how firms can build internal cultures that organically support referrals. 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

    28 min

  3. 12/01/2025

    How AI is Influencing Search for Financial Services and What Your Website Should Do About It

    Tiffany and Josefina explain why SEO now means “search everywhere optimization,” how AI is reshaping discovery, and what financial service websites should do about it. Learn how to earn citations and mentions, build deeper service pages, publish clear FAQs, and fix technical basics like image weight and heading order. Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checklist in their inboxes!

    29 min

  4. 11/17/2025

    Financial Services SEO in an AI World

    SEO isn’t just about keywords anymore. Tiffany and Jimmy unpack how financial services companies can rethink SEO strategy in an AI-driven world, from understanding organic search versus paid ads to knowing when your content is already performing. Learn how to “look under the hood,” review your website data, and see what’s really driving people to your site. 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

    30 min

  5. 10/31/2025

    Positioning for Scale in Financial Services: From M&A Readiness to Hiring Momentum

    Tiffany and Lauren break down how positioning turns into a practical growth plan for mid-size financial services firms. We cover why clarity beats “cookie-cutter” tactics, how to align campaigns to objectives (advisor recruitment, hiring), and where your brand must show up — marketing, HR, sales, operations — so scale doesn’t create disconnect.  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

    27 min

  6. 10/20/2025

    Marketing Is More Than a Pretty Face: Build a Visual Brand That Actually Matches Your Positioning

    Visual branding should reflect who you are, not just what looks fresh. Tiffany, Jimmy, and Ellie dig into when rebrands make sense, how to build recognition with consistent visuals, and the simple rules every firm needs in its brand guidelines. We cover logos, type, color, photo style, and the one thing to start doing immediately: create or tighten your brand guidelines. 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

    29 min

  7. 10/13/2025

    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

    34 min

  8. 10/02/2025

    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

    24 min
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4.8
out of 5
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About

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

Information

  • Creator
    Out and About Communications
  • Years Active
    2023 - 2026
  • Episodes
    88
  • Rating
    Clean
  • Copyright
    © Out and About Communications
  • Show Website
    The Out and About Podcast