52 episodes

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.

On Purpose Out and About Communications

    • Business
    • 4.7 • 3 Ratings

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.

    How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough

    How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough

    Stephanie McCullough is a veteran financial advisor with 27 years of experience. Inspired by her father, a long-time financial advisor, she transitioned into the financial sector at age 30. Recognizing the value of his work, she decided to join his business. A pivotal moment in 1998, when she met a coach at a chamber of commerce event, significantly shaped her professional journey. Stephanie founded Sofia Financial in 2011 and focuses on empowering women to confidently take control of their financial futures. She creates a safe space for open and vulnerable discussions about financial matters.

    Featured Resources 


    Stephanie McCullough on LinkedIn


    Stephanie McCullough on Instagram


    Sofia Financial on LinkedIn


    Sofia Financial on Facebook 


    Externship at Amplified Planning


    Financial Planning Association 


    AGC Advisors Growing As a Community


    Michigan State Financial Planning 


    The National Association of Personal Financial Advisors 



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    Building a Family Business: How Bridget Venus Grimes Solved her RIA Capacity Problem with her Daughter Marnie Bonner


    Building a Virtual Externship for the Next Generation of Financial Planners, with Hannah Moore


    Educating Financial Advisors on Healthcare Planning with Cole Craven



    Tune in now as we chat with Stephanie about the power of her human-first approach and how she creates a safe space for her clients, tips for finding the right fit financial advisor, and how she provides support and education to help make financial planning less intimidating.

    • 24 min
    Educating Financial Advisors on Healthcare Planning

    Educating Financial Advisors on Healthcare Planning

    Cole Craven is the co-founder of Move Health Partners, based in Evansville, Indiana. Initially an advertising major with dreams of working at a big ad firm in a major city, his career path took an unexpected turn when a close friend introduced him to the health insurance industry. Starting at a large agency, Cole played a key role in scaling the team from 80 to nearly 400 members before his successful exit last summer. Now with Move Health Partners, he is dedicated to demystifying health insurance and Medicare, making them simple and easy to understand for both advisors and clients.

    Featured Resources 


    Cole Craven on LinkedIn 


    Cole Craven on Twitter


    Move Health Partners on LinkedIn


    Move Health Partners on Facebook


    Movehealthpartners.com



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    Tips for Effective Branding and Website Strategies for Financial Services


    SalesForce for Financial Services: Getting More Out Of Your Investment with Spencer Lowe of SOLVD.cloud


    Supporting Financial Professionals and Their Aging Clients



    Tune in now as we chat with Cole about how he helps advisors and their clients unlock their next moves in life, the resources he provides to advisors when their clients need healthcare planning, and the power of human interaction and why it’s still preferred over AI for these important decisions. 

    • 23 min
    A Journey from Army Officer to Fee-Only Financial Planning through Reading and Teaching

    A Journey from Army Officer to Fee-Only Financial Planning through Reading and Teaching

    Ian J. Gates, former ESL teacher turned Army intel officer turned aspiring fee-only financial planner, brings a wealth of experience and unique insights into the financial challenges service members face. His military service and background in teaching refugees as well as affluent families have given him a rich and diverse perspective on financial literacy and planning. As host of the #BLUFFbooks podcast, Ian reviews new and classic books on personal finance to help the military community “build, lead, and understand financial freedom.” Focusing on the intersection of military service and financial planning, he advocates for tailored advice and specialized advisors to help military members and their families achieve financial stability and freedom.

    Featured Resources 


    The #BLUFFbooks Podcast on Apple and Spotify


    #BLUFFbooks on LinkedIn


    Military Financial Advisors Association


    XY Planning Network (XYPN)


    MilMoneyCon


    GoVA Article: “Your Money or Your Life:” How to Avoid Military Family Overspending


    Your Money or Your Life by Joe Dominguez and Vicki Robin



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    Scale Your Financial Services Team By Hiring Military Spouses With Instant Teams


    How to Stand Out Through The Power of Niche Marketing


    How to Plan In-Person Events to Build Community and Loyalty


    Making Noise to Tackle the Financial Education Problem



    Discover how financial advisors can better serve military members and their families through specialized guidance for unique challenges and circumstances, such as deployments, relocations, and special benefits. Plus, hear how Ian’s book reviews on personal finance empower service members toward financial freedom.

    • 25 min
    Tips for Effective Branding and Website Strategies for Financial Services

    Tips for Effective Branding and Website Strategies for Financial Services

    Melissa Joy is a seasoned financial planner with over 25 years of experience in the financial services industry. Her career began with a strong focus on investment research and due diligence, eventually leading her to become a partner at a larger firm where she also played a pivotal role in shaping marketing strategies and branding efforts. In 2018, Melissa embarked on a new journey by founding Pearl Planning. She sought to connect with clients who valued thoughtful, personal conversations over the scale of a large firm. By sharing her own story and emphasizing Pearl Planning’s unique value proposition, Melissa successfully established a niche in the market, attracting clients who appreciated the tailored approach offered by her boutique firm. Today, Melissa leads Pearl Planning with a commitment to providing personalized financial advice and building meaningful client relationships, reflecting her belief that the size of the firm should never overshadow the quality of service and attention to individual client needs.

    Featured Resources: 


    Melissa Joy on LinkedIn


    Pearl Planning on LinkedIn


    Melissa Joy on Twitter


    Pearl Planning on Facebook


    Pearl Planning on Instagram


    Pearl Planning on YouTube


    PearlPlan.com 



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    Financial Services Branding: When and How Should You Redesign Your Company Logo? 


    Is Online Community Building Your Next Step? How This Financial Services Marketing Option Could Accelerate Your Goals Through Data, CRMs, and Social Listening


    Email Marketing Insider Tips for Financial Advisors  



    Tune in as we chat with Melissa about her journey through the financial services industry that led her to founding Pearl Planning, the power of creating a brand that stands out, and the importance of staying true to yourself to connect with clients on a personal level, building trust and success.

    • 24 min
    Salesforce for Financial Services: Getting More Out of Your Investment with Spencer Lowe of SOLVD.cloud

    Salesforce for Financial Services: Getting More Out of Your Investment with Spencer Lowe of SOLVD.cloud

    Spencer Lowe, CEO of SOLVD.cloud, was interested in entrepreneurship from a young age, starting with mowing lawns and door-to-door sales. Inspired by his father's late-career business venture, Spencer pursued his ambition to start his own business, earning a master's degree in information systems management. He began his career at a firm, where he honed his skills as a Salesforce consultant. Recognizing the rapid growth in the Salesforce market, Spencer founded SOLVD.cloud in 2019 to tackle its inefficiencies and the high costs faced by companies. Initially serving a broad client base, SOLVD.cloud refocused during the COVID-19 pandemic on high-tech SaaS and financial services, sectors that saw increased spending during this time. Today, SOLVD.cloud is renowned for its expertise in these areas, empowering businesses to revolutionize their CRM systems by optimizing tools and products to enhance workflows and drive growth. Emphasizing project management and technical expertise, SOLVD.cloud cultivates top Salesforce consultants and is thriving under Spencer’s leadership. 

    Featured Resources 


    Spencer Lowe on LinkedIn


    SOLVD.cloud on LinkedIn


    SOLVD.cloud on Twitter


    SOLVD.cloud website


    SOLVD.cloud on YouTube



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    Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops 


    The Role of Marketing and the CMO in Today’s Financial Services Industries with Nick Richtsmeier 


    Website Redesigns: The Process Behind Building Websites for Financial Services Companies 



    Tune in as we chat with Spencer about how to manage the implementation of Salesforce over time; compliance and other issues around using Salesforce in financial services; and how to know if you need Salesforce and its particular products, tiers, and integrations. 

    • 29 min
    Holistic Financial Planning for All Life Stages with Barbara Micheletti

    Holistic Financial Planning for All Life Stages with Barbara Micheletti

    Barbara Micheletti is the founder and CEO of Interrupting Aging, using her gerontology (the study of aging) expertise and financial services background to transform how financial professionals engage with their aging clients. Starting as an insurance agent in 2006, she built a successful business but faced significant challenges two years later when Brooke Corporation went bankrupt while she was also experiencing personal financial hardship. Emerging stronger, Barbara learned resilience, crisis management, and the importance of transparency. Today, she emphasizes the importance of holistic financial planning for all life stages. Through Interrupting Aging, Barbara inspires a positive approach to aging, guiding financial professionals to better support their aging clients both financially and emotionally.

    Featured Resources:


    Barbara Micheletti on LinkedIn


    Interrupting Aging on LinkedIn



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    Your Media Marketing Strategy: Start By Letting Your Why Shine Through


    Providing a Human-First Value Add for Clients and Advisors


    Using a Coach Mindset to Unlock Your Full Leadership Potential



    Tune in now as we chat with Barbara about the journey that led her to gerontology, how she serves financial professionals, the growing aging population and the issues they face that financial professionals can help with, and some of the ways financial professionals can identify problems with aging clients before they arise. 

    • 28 min

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