Blog

Jamie Bosse, financial planner and mother, shares her passion for financial literacy to help people of all ages navigate their financial journeys.

A fun and insightful interview with Matt Halloran about the power of “being your own loud” and using podcasts to rise above the noise and build influence.

An inspiring chat with Lindsay Troxell, founder of Our Coaching Initiative, who is revolutionizing financial advising by integrating life coaching.

Kristen Luke is a powerhouse marketing expert who helps financial advisors and firms stand out in a crowded marketplace through niche marketing.

A visionary in wealth management, Scott MacKillop followed passion and an unconventional idea to create a revolutionary service model.

Get to know Ellie Alexander, Out & About’s creative director, who helps financial services firms define and redefine their brand.

Julie Littlechild launched Absolute Engagement Engine to help financial advisors bring in technology to further engage clients through all phases of life.

Get to know Maddie Haun, marketing account assistant for Out & About Communications.

Mary Grothe blossomed into a sales powerhouse. Hear about her path to success and how she learned being her authentic self was her greatest power of all.

Andre Kwan demonstrates the importance of identifying a niche and client pain points in creating a valuable service.

An in-depth interview with Dr. Preston Cherry on the value of mentorship and addressing your humanity within financial guidance.

An interview with Jackie Mazur discussing how understanding personality types converts leads to loyal clients.

How does authenticity drive your marketing and operations efforts? Hear from Sarah Carlson about connecting passion to the bottom line.

Olivia brings extensive knowledge, amazing energy, and a can-do spirit to her new marketing implementation specialist role on the Out & About team.

Gail Perry-Mason is an expert dream-chaser. Hear about how she built a community around her passion that will have a lasting impact on future generations.

Shannon Egger joins Out & About Communications as Brand Coordinator, bringing 10+ years of project management with her.

Learn more about Karen’s role as Senior Project Manager at Out & About Communications.

High-performance business coach Stephanie Bogan shares how efficient change and success begins with mindset.

Human capital management expert, Eliza De Pardo shares her insights on hiring challenges and the strategic solutions that will help you build your team in 2023.

Nancy Lyons, founder of Clockwork Interactive and author, discusses the role leadership plays in the future of workplace culture.

Julie Littlechild of Absolute Engagement helps us define client engagement through authentic connection and high-impact service.

Owner of Human Being Resources, a “full-life cycle recruitment” firm with a specialization in finding professional talent for the financial services industry, Stephanie Roberts has firsthand insight on how companies can elevate their employee searches to engage top talent in today’s market.

Get to Know Hannah, Our Marketing Account Assistant.

Get to know Johanna, one of our brand coordinators. Learn about the marketing and project management skills she brings to our team and clients.

We are looking for a Marketing Campaign Manager to join the Out & About team to oversee and support with implementation of organic and paid campaigns. Day-to-day duties include auditing workflows, setting up campaigns, monitoring campaign performance, tracking data, and providing performance recommendations and projects as assigned.

Mac Gardner shared with us his mission for improving financial literacy for children using books and technology. Watch the interview.

In our interview with Ken Schmitt, he describes the current hiring and recruiting trends for employers to note in this post-COVID market.

In our interview with Christine Beckwith, she shares what makes her approach to coaching financial service professionals unique.

Females and Finance™ founder Sheryl Hickerson shares her experience of growing a membership community from scratch. Listen here.

Bob Veres provides his insight on trends in the financial planning field and how financial planners can use these strategies to find success. Listen here.

In our interview with Wendy Peel, learn more about her approach to changing the industry by addressing the lack of education in reverse mortgages.

We want to welcome Danica Castro to the team as a brand coordinator. As a relationship-driven person, she’s excited for the opportunity to connect with others.

We want to welcome Jimmy Lim to the team as our marketing director. He’s excited to use his knowledge and skill set to create next-level strategies for clients.

As the president of the Institute for the Fiduciary Standard, Knut Rostad knows the importance of building a community with simple messaging. Listen here to learn more.

Learn more about Kitces.com’s behind-the-scenes process for creating relevant and quality content with Sydney Squires, managing editor.

Learn more about Amplified Planning founder Hannah Moore’s journey to creating a virtual financial planning externship to fill a gap left by the pandemic.

George M. Blount founded nBalance Financial and shifted his focus from wealth management to the intersectionality of mental and financial health. Learn more about his journey here.

Learn more about how Geoffrey Brown, CEO of NAPFA, strives to create an organization that supports financial advisors throughout their professional journey.

A professional video can make all the difference in your financial services firm’s marketing campaign. Videos are a unique tool in a marketing campaign due to their ability to explain concepts quickly to your audience without losing their attention. They are clearly very necessary to complete your marketing efforts, but can be difficult to produce in-house. Follow these tips to increase your chances of a successful outcome.

The end goal for many financial services firms is to attract new clients. One great way to be found is ranking high on search engines like Google or Bing. After all, 68% of all internet usage starts with a search, according to BrightEdge. However, it can be difficult to know what needs to be done to get to the top of the page. That’s where search engine optimization, or SEO, comes in.

Olivia Tobolewski believes in always putting maximum effort into everything she does. This comes from her background in theater, where the standard was, “if you don’t give it your all in rehearsal, you aren’t going to give it your all on performance night.” Now, Olivia brings this level of commitment and energy to Out & about as our new Digital Marketing Assistant.

When your financial services firm is trying to scale, there’s a lot on your plate, including retaining clients, hiring staff, and restructuring workflows. Partnering with a marketing firm that specializes in financial services is a fantastic move that saves time, resources, and energy, leaving you to focus on what you do best.

Everyone is familiar with the cookie pop-up when visiting a new website. But do you know what it means if you accept or decline cookies?

You face unique challenges when it comes to scaling your client base, despite offering outstanding customer service and a people-focused approach. To face these challenges and still scale your client base, it’s time to level up your digital marketing strategy. Here are four marketing tips you can start to implement.

In a saturated market, you have to remember you can’t go after everyone. More importantly, you don’t want to go after everyone. If you’re ready to grow and scale, it’s time to narrow down exactly who you want to target with your marketing strategy.

As a Marketing Account Assistant, you'll be client facing and work internally with the team. We will depend on you to kick off tasks and keep them rolling, to support the team with day-to-day tasks and to ensure that all of the “i's'' are dotted and “t’s” are crossed before we pass to the client. Wondering if this position is for you? Keep reading.

We sat down with Anita Knotts, founder of the Lotus Women’s Institute, who is committed to advancing women in financial services. Watch our interview with Anita here.

We are looking for a Brand Coordinator to join our amazing team. This role is client facing. It requires a love for getting into the nitty gritty, talking across departments, and taking initiative. Please submit a cover letter and resume to hello@outandaboutcomm.com. Details are below!

Meet Karen, our new Brand Coordinator!

For most financial services professionals, the sales cycle isn’t quick. For over three months where a prospect could be swayed by competition or forget the value your organization has to offer—and it is why staying top-of-mind is a priority.

Find out more about Stephanie Gripne, the founder of Impact Finance Center, which helps investors donate to quality nonprofits and social ventures, in our “On Purpose” series.

It only takes 10 seconds for a consumer to gather their first impression of your brand. This is why it’s so important that everything comes together to create the perfect representation of your company and why you are the best firm for their needs.

Meet Kira Frye, sales consultant for TriNet. Learn more about how she helps financial services companies streamline HR processes to grow.

Finding clients becomes a lot easier when you know exactly who you’re looking for. One of the most effective ways to do this is through email marketing.

Learn how Daniel Lozier, director of sales and marketing at Primary Funding, positions the company to succeed by investing in his team.

In financial services, the SaaSmarket continues to boom. With this growing competition, trying to appeal to the masses often means your platform gets lost in the clutter. This is why knowing yourself as a business and knowing your target market inside and out are key.

Kristin Hull, founder of Nia Global Solution, strives to make investing more accessible to all. Learn more about how she approaches the intersection of social change and finances.

A Net Promoter Score, or NPS, is a measurement of your company’s customer service and your clients’ loyalty. For local financial services companies, your unique differentiator is your high-quality customer service.

What kind of methods do you use in your marketing efforts? There are many different tactics you can use to spread your campaign, but one tool with a clear benefit is email.

Your prospective clients get answers to their financial questions from online content created by industry experts, which is why you need to care about making content.

Learning the ins and outs of intellectual property (such as copyright and trademark) is an empowering step in business. While it initially might seem overwhelming, this knowledge will allow you to grow and scale your business with confidence and peace of mind.

Big names in the insurance industry come with big budgets. How can local insurance companies compete? The secret: social media campaigns. By leveraging the power of social media, mid-sized insurance companies can increase brand awareness and generate quality leads.

When you write content, who are you writing for? Now think about what that audience needs to hear. Meeting their needs is the foundation of strategic content.

We are looking for a digital maven to join the Out & About team as the Digital Marketing Assistant. This part-time position will include day-to-day administrative duties, PR research and outreach, scheduling content, updating design files and projects as assigned.

We talk a lot about women in business, and the slow but steady increase of women in business. But what about women specifically in the financial services industry?

Find out more about Cameo Roberson, the founder of Atlas Park Consulting, who helps advisory firms create a simple set of systems for success in our “On Purpose” series.

We Are Hiring!

Many have referred to Clubhouse—the strictly audio-based social media platform—as a “voice in the void.” Launched in April 2020 during the beginning of the pandemic, the “invite-only” app provided a sense of connection and conversation when many were isolated.

We interviewed Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth. Learn more about how she made the career change to financial planning and did it one with two kids in tow.

Lydia has recently joined our team as an intern. She is currently studying PR and international studies at Iowa State University and just finished her junior year.

We are spotlighting Jason Phillips, chief of staff at Onramp Invest, who is helping position the company to be the go-to advisory firm for those interested in cryptoassets.

Learn about this week’s spotlight on Morgan Simon, an investment advisor who believes in the power of Impact Investing in the financial services industry.

We are spotlighting Ray Lewis, marketing director at Brandes Investment Partners, who works to build a corporate culture of collaboration, fun, and independence.

We chatted with Daphne Jordan, a wealth advisor from Pioneer Wealth Management Group, who approaches financial planning and advising from a helping perspective.

With the whole world going digital, selling has changed dramatically. Fewer in-person meetings, conferences, and trade shows mean sales teams are pivoting to digitally driven models. What's the #1 way selling has changed?

This is the third in a series of blog posts to help mid-sized businesses with marketing strategy. In it, we describe marketing strategy and campaigns within a greater business strategy. Read Part I and Part II.

It can be hard to decide what to wear when you’re on camera. Is it your favorite outfit? Or the one you feel most confident in? What will make you look your best on camera? And what will serve as a distraction?

Today, we are spotlighting Daniella Chuckran, Marketing Manager from Aspiriant in San Diego, who shares an innovative approach to this problem.

What’s the difference between hi-res design files, medium, and low-res? Check out the video above to hear more about these different types of files, learn how to use them, and see some examples.

Whether you have chosen a new marketing team to work with, or are still interviewing to find the right one, you may be wondering what items you need to have in place to help it start off right.

As a digital marketing agency serving the financial industry, we work mostly with mid-sized businesses at Out & About.

COVID-19 is forcing everything and everyone to go digital. We've had a lot of long-time prospects resurface during the pandemic.

As a digital marketing agency serving the financial industry, we work mostly with mid-sized businesses at Out & About.

Since I had a degree in finance, I wanted to start a business using my degree, but I wasn't sure what exactly I wanted to do. My best friend at the time, convinced me to attend a dinner where financial planners were pitching their services to new clients.

Out & About Communications, an integrative marketing and communications firm based in San Diego, CA, is seeking a go-getting digital marketing specialist to join our team. This is an independent 1099 contractor's position.

From fees and commissions to stocks, taxes, and retirement options, financial advising can seem complicated and confusing to even a seasoned investor. If you’re thinking about investing or saving, it’s wise to do your research so you can choose a trustworthy financial advisor to help you navigate the process.

When it comes to hiring a firm to supplement your marketing efforts or be the marketing arm of your company, a lot of research goes into that decision. You want to pick an awesome team, right? One that will take every challenge head on and produce results every time? Of course!

In this week’s spotlight, we interviewed Ben Hockema, founder and advisor at Illuminate Wealth Management LLC based in Chicago.

I was taught early on about the importance of saving and planning. It was drilled into me. My mom would always say, “I don’t care how much you make, you need to save.”

We had the honor to interview Sheena Gray, Executive Director of U.S. Wealth Management, Diversity and Inclusion Leed at J.P Morgan and Chase. In this role, she has been able to have a huge impact on the leaders across the organization.

At Out & About, we love a good story. And we love sharing stories. Here’s the story of Sam Christopher, Video Production consultant who produces videos for our clients.

Rebranding: A New Name And More

I never thought earning a doctorate in Japanese history would lead me to a career in finance.

How Our CCMI Website Redesign Encourages User Engagement

The Power of Your Brand

Once you know and understand your target market, it will make it a lot easier to identify your unique selling proposition (USP). You might be wondering what your USP is and how it will benefit your company's growth. It’s simply one thing your company does better than anyone else.

Advisors work hard to help their clients reach their financial goals and make their dreams become a reality. I do the same for my advisor clients. I help them surpass their personal best and develop their own financial security.

The investments we make build the world we live in. People often forget how strong that link is. When we provide capital to a company to support its growth, we allow the visions and values of its leaders to come to life.

I’ve always been good with money, I enjoy crunching numbers and solving problems, and I find joy in helping others. Looking back, I realize that a career in finance is my calling, and I couldn’t see myself doing anything else.

3 Tips to Using Email Data to Drive Sales