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!

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

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 

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 

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

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

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

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

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
  

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