Ben Norton started his career in a Fortune 500 company but it wasn’t long until he joined the startup lifestyle. After running four different companies, Ben had a solid understanding of how critical operation models are to success. When he experienced the impact of the EOS® model, he changed his career path to help other entrepreneurs have the same opportunity.

Featured Resources & Shoutouts 

• Ben Norton on LinkedIn

• Learn More About EOS®

• EOS® Tools and Resources

Enjoyed this interview? You’ll love these:

• Transformative Power of Taking Bold Action: New Fee and Service Models

• Growth Strategy For a Successful 2023

• The Future of Work Culture and What You Can Do About It

• The Importance of Having Processes in Place to Produce High-Quality Content

Want even more? Check out the whole series at https://www.outandaboutcommunications.com/blog 

Diana Yanez, founder of All the Colors, shares how her work as a financial empowerment coach allows her to help clients align their money and life goals.

Podcast Description: Ellie Alexander, creative director at Out & About Communications, shares the benefit of refreshing brand logos to best represent and convey your financial services story. Plus, a sneak peek into the process behind our new branding!

Featured Resources & Shoutouts 

• Ellie’s LinkedIn Profile

• Get to Know Ellie

• Our Brand Personality Conversation with Tiffany 

• So, What’s Your Brand Personality? With Lauren Hong

Alan Moore, co-founder of AdvicePay and XY Planning Network, shares the benefits of diving into a niche and how doing so can strengthen communities. Listen to this episode to learn about the distinctive features of XYPN Live that make it successful, and how you can use his lessons to build your own networks! Spoiler alert: don’t be afraid to target narrow audiences.

Featured Resources & Shoutouts 

• Alan Moore on LinkedIn

• AdvicePay

• AdvicePay on LinkedIn

• XY Planning Network 

• XYPN on LinkedIn

• XYPN LIVE 2024

• XYPN Radio

• Kitces.com "Nerd's Eye View" Blog

• Military Financial Advisors Association

Enjoyed this interview? You’ll love these:

• Building a Community Around Your Story and Lessons You’ve Learned 

• How To Stand Out Through The Power Of Niche Marketing

• Transformative Power Of Taking Bold Action: New Fee And Service Models

Leila Shaver knows compliance for a wealth management company is not a simple task and requires specialized knowledge. That’s why she founded My RIA Lawyer, an outsourced agency focused on navigating the legal complexities of the RIA space. A self-labeled “compliance nerd,” Leila uses her background to serve a range of clients, from start-ups to established firms with billions in assets under management.

Featured Resources & Shoutouts 

• My RIA Lawyer 

• My RIA Lawyer LinkedIn

• FINRA Press Releases

• SEC Press Releases

• NASAA

Like what you heard? You’d also love:

• Cybersecurity: How To Proactively Outsmart Cyber Threats For Your Financial Services Firm

• How To Create Trust-Based Lead Generation With Fintech Solutions

• Alleviating Client Pain Points Through Proactive Education

Listen to Leila share her insights on compliance in 2024, and how your firm can stay educated and in the clear with changes.

Loved this interview? Leave a review and subscribe so you don’t miss the next one!

Want to learn more about us? Check out our website at 

https://www.outandaboutcommunications.com/ 

Kristin Harad, an experienced marketing coach for independent financial advisors and planners, is driven by her passion for empowering her clients to achieve self-driven financial freedom. After transitioning from a successful career in financial services marketing to entrepreneurship in 2006, Kristin founded VitaVie Financial Planning, the first fee-only firm dedicated to expectant parents and growing families in the San Francisco Bay Area. Her entrepreneurial spirit and strategic marketing expertise boosted the firm to success in under three years. Recognizing her gift for teaching and training, Kristin shifted gears in 2014 to focus on coaching and guiding independent financial advisors. Today, Kristin is renowned for her practical marketing advice and power to help advisors thrive. Her belief in the symbolic relationship between advisor success and clients flourishing underscores her mission for fostering a life of abundance.  

Featured Resources 

• Kristin Harad’s LinkedIn Profile 

• Kristin Harad’s Facebook Profile 

• Kristin Harad’s Twitter Profile 

• KristinHarad.com 

• Kristin Luke’s OnNiche Program 

• Michael Kitces’s Growth Versus Scaling 

• Why Growth Doesn’t Solve Profitability Problems with Michael Kitces  

Tune in now as we chat with Kristin about how to identify what brings you energy to set the stage for future growth, the power of keeping things simple to cut through the noise and focus on the niche, and how to bridge the gaps to elevate yourself to the next level. 

Love what you’re hearing? Listen, share, review, and stay connected with us for more engaging content from our brilliant guests. 

Jully-Alma Taveras, aka Investing Latina, is an award-winning financial expert who gained popularity through Instagram by sharing her personal story. Born in the Dominican Republic and raised by immigrant entrepreneur parents in New York City, she lacked knowledge about investing until her father’s illness sparked a change that started her transformation from shopaholic to savvy investor. On a mission to help first-time investors and empower those who have had similar life challenges, she teaches financial literacy through three pillars: overcoming credit card debt, stock market investing, and real estate investing. Boasting over 41,000 Instagram followers and millions of social impressions, Jully has become a trusted guide for her followers, teaching them to live minimally, spend intentionally, and build wealth through authentic and relatable content. 

Featured Resources & Shoutouts 

• Jully’s Investing Latina Instagram Profile  

• Jully’s LinkedIn Profile

• Jully’s “Minimalism, Mindset, and Money” blog on YouTube 

• Jully’s Twitter Profile 

• Jully’s Facebook Profile 

• Jully’s Investment Workshop and Money Guide 

Listen now as Jully shares her story: how she got into investing, the spark that launched her Investing Latina brand, how she built her community, and why listening to her audience has been the key to her success.  

Loved this interview? Leave a review and subscribe so you don’t miss the next one!

In this episode, we sat down with Christine Beckwith, president and COO of 20/20 Vision for Success Coaching. With over 30 years of experience in the mortgage vertical, Christine was able to leverage her knowledge to find the gaps in the industry. Today, she is on a mission to provide education and resources to those searching for success. Listen to the episode to find how her insights could guide you toward your purpose in life.

Like what you heard? You’d also love:

• Using Education to Elevate the Reverse Mortgage Vertical and Change the Industry

• How Focusing on Your Authentic Self Can Lead to Finding True Success

• How Authenticity Can Help You Attract Your Tribe, Find Your Target Market, And Add Passion To The Bottom Line

Featured Resources & Shoutouts

• Christine's LinkedIn page

• 20/20 Vision for Success Coaching

• 20/20 Vision for Success Facebook

• 20/20 Vision for Success LinkedIn

• 20/20 Vision for Success Twitter

• 20/20 Vision for Success Instagram

• 20/20 Vision for Success YouTube Channel

• Christine's Amazon Author Profile

• Women with Vision Magazine

• Mortgage X Podcast  

As Valmark Financial Group’s Chief Information Officer, Geoff Moore leads technology and cybersecurity for the home office and field advisors. Emphasizing the significance of staying proactive, Geoff advocates for staying ahead of cybersecurity challenges to avoid dealing with aftermaths like website hacks or data compromises. He shares tips for outsmarting cyber threats and discusses the importance of implementing key strategies, including setting up multi-factor authentication, ensuring regular system updates, and allowing for minimal permissions.

Featured Resources & Shoutouts 

• Geoff Moore’s LinkedIn Profile  

• Valmark Financial Group 

• KnowBe4

• Yubico’s YubiKey 

Listen now as we chat with Geoff Moore about how cybersecurity is becoming a bigger topic for advisors to deal with and why advisors should “trust and verify” when communicating with clients. Plus, what it means to get back to the basics to ensure cyber safety. 

Love what you’re hearing? Don’t forget to leave us a review and subscribe so you don’t miss the next conversation!

Stephanie Roberts, owner of Humans Being Resources, a “full-life cycle recruitment” firm specializing in finding professional talent for the financial services industry, has firsthand insight about how companies can elevate their employee searches to engage top talent in today’s market. With more than 12 years of experience in recruiting, she helps companies modernize and create standout hiring processes to build better teams.

Tune in as we chat with Stephanie about how she’s spearheading the advancement of women in the financial services industry, what she’s seeing across the evolving landscape of career paths as professionals shift toward prioritizing flexibility and increased pay, how companies can attract and capture talent through an expedited hiring process, and more. 

Episode page: https://www.outandaboutcommunications.com/blog/create-a-standout-hiring-process