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. 2 DAYS AGO

    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 min

  2. OCT 16

    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 min

  3. OCT 14

    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 min

  4. OCT 9

    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 min

  5. SEP 25

    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 min

  6. SEP 10

    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 min

  7. AUG 28

    Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski

    Mary Wisniewski is the editor-at-large at Cornerstone Advisors, where she shapes content strategy. In journalism since 2008, covering banking innovation and fintech with brands such as Bankrate and American Banker, Mary offers unique insights into the evolving financial services landscape. Her most recent work focuses on how companies are adapting their strategies to connect with the next generation of under-30 investors, financial planning clients, and employees. Appreciating Gen Z’s focus on self-care, work-life balance, and pursuing passions beyond financial success, Mary recognizes an excellent opportunity for banks, credit unions, and other financial services companies to engage a generation with distinct concerns and goals. Mary frequently speaks at industry events, in the media, and as the host of her podcast, “Money I$n’t Everything,” sharing strategies and research for better understanding and serving Gen Z. Featured Resources  Mary Wisniewski on LinkedIn Money I$n’t Everything Podcast Frich Webinar: Z Hits Different: How to Better Acquire and Engage a New Generation White Paper: Z Hits Different: How to Better Acquire and Engage a New Generation Enjoyed This? You’ll Also Love:  Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms with Caleb Brown How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough Unlocking The Power Of Innovative Hiring For Employee Retention And Success with Yonhee Choi Gordon

    15 min

  8. AUG 14

    How to Plan Strategic, Effective Events for Financial Services with Angela York and Elyse Stoner

    Angela York and Elyse Stoner are the dynamic co-founders of Event Advisors, a company dedicated to transforming event strategy within the financial services ecosystem. Angela brings decades of experience in advisor and marketing implementation, as well as event planning. Her journey spans over a decade of in-house roles and another decade as a consultant. During the pandemic, she met Elyse Stoner, marking the beginning of their collaboration. Angela’s extensive background in the wealth advisory space, combined with her passion for creating meaningful and strategic events, has been instrumental in their joint venture. Elyse has a rich background in sports entertainment and higher education marketing. Her experience in strategic marketing led her to question the purpose and strategy behind events in the financial services industry. Her strategic approach, coupled with Angela's deep industry knowledge, has been key to their success. Together, Angela and Elyse bring a unique blend of skills to Event Advisors, offering event strategies that are purpose-driven and aligned with business goals. Their mission is to elevate events in the financial services industry, ensuring they are not just events but strategic tools that deliver value and drive business success. Featured Resources  Angela York in LinkedIn Elyse Stoner on LinkedIn Event Advisors on LinkedIn Event Advisors website Emergency Kit Checklist Enjoyed This? You’ll Also Love:   How to Plan In-Person Events to Build Community and Loyalty Is Online Community Building Your Next Step? How This Financial Services Marketing Option Could Accelerate Your Goals Through Data, CRMs, and Social Listening Building a Community Around Your Story and Lessons You’ve Learned The Role of Marketing and the CMO in Today’s Financial Services Industries with Nick Richtsmeier Tune in now as we chat with Angela and Elyse about return on investment (ROI) versus return on the moment (ROM), how to align your events with business goals to build impactful and meaningful relationships, and why you should cater to the needs of your ideal audience.

    24 min
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Ratings & Reviews

4.7
out of 5
3 Ratings

About

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.

Information

  • Creator
    Out and About Communications
  • Years Active
    2023 - 2024
  • Episodes
    62
  • Rating
    Clean
  • Copyright
    © Out and About Communications
  • Show Website
    On Purpose

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