The Out and About Podcast

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
  

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
  

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

• 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

We talked with Shaun about:

The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone

How the High Impact Financial Operations Network (HIFON) offers a supportive community for operational leaders to solve problems, connect, and help others succeed

HIFON’s journey from a virtual study group to a network of hundreds of RIA professionals providing access to valuable resources and opportunities

Featured Resources 

The HIFON Website

Join HIFON

Shaun Kapusinski on LinkedIn

Enjoyed This? You’ll Also Love:

How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops

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

EOS® Strategies for Financial Services Companies

About Shaun Kapusinski:

Shaun Kapusinski is the senior director of technology at Sequoia Financial Group and founder of HIFON: The High Impact Financial Operations Network. Experiencing rapid growth at his firm, Shaun experienced a common challenge among operational leaders at RIA firms — feeling isolated, untrained, and unsure. Searching for a space similar to the connections he enjoyed at industry conferences, he started a virtual study group with a handful of contacts. Fourteen years later, HIFON has evolved into a more prominent community dedicated to empowering hundreds of professionals and advancing the RIA industry. Open to firms of all sizes and locations, firm memberships include access to valuable feedback and expertise, an active discussion board, and a resource library of shared templates and documents. The virtual hub continues to grow, offering connection and collaboration across the RIA space.