<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1367393593686127&amp;ev=PageView&amp;noscript=1">

Get to Know Johanna, Brand Coordinator!


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

Read More

Join the Out & about team


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.

Read More

Promoting Financial Literacy for the Next Generation with Mac Gardner


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

Read More

Tackling the Challenges of Hiring in the Post-COVID Market with Ken Schmitt


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

Read More

Identifying Purpose to Achieve Success with Christine Beckwith of 20/20 Vision for Success Coaching


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

Read More

How Building Community Helps Create a Space for Women in Finance with Sheryl Hickerson


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

Read More

The Trends Influencing Financial Planning Strategies for the Next Decade with Bob Veres


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.

Read More

Using Education to Elevate the Reverse Mortgage Vertical and Change the Industry with Wendy Peel


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

Read More

Meet Danica, Our New Brand Coordinator!


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.

Read More

Meet Jimmy, Our New Marketing Director!


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.

Read More

The Power of Community and Simple Messaging to Build the Institute for the Fiduciary Standard


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.

Read More

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


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

Read More

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


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.

Read More

How Dr. George M. Blount Transitioned From Wealth Management to Financial Therapist


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.

Read More

Driving NAPFA Membership Growth Organically Through Partnerships and New Member Opportunities


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

Read More

Nine Tips to Produce an Eye-Catching Video for Your Financial Services Business


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.

Read More

Help Potential Clients Find Your Financial Services With On-Page SEO Best Practices


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.

Read More

Meet Olivia, Our New Digital Marketing Assistant


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.

Read More

Why Your Financial Services Firm Needs to Partner with a Marketing Agency


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.

Read More

Improve Your Financial Services Marketing Efforts with Cookies and Pixels


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?

Read More

4 Effective Marketing Strategies to Scale Your Payroll Business


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.

Read More

How to Determine Your Target Audience in a Saturated Market to Scale Your Financial Services Company


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.

Read More

Join the Out & About Team


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.

Read More

Meet Anita Knotts, Founder and CEO of the Lotus Women’s Institute


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.

Read More

We're hiring!


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!

Read More

Meet Karen, Our New Brand Coordinator!


Meet Karen, our new Brand Coordinator!

Read More

How to Keep Your Financial Services Company Top-of-Mind with Potential Clients


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.

Read More

Spotlight: Meet Stephanie Gripne, Founder and Executive Director of Impact Finance Center


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.

Read More

Does Your Brand Successfully Represent Your Financial Services Firm?


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.

Read More

Spotlight: Meet Kira Frye, Financial Services Sales Consultant at TriNet


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

Read More

How Financial Services Companies Can Leverage Email Marketing to Connect With Ideal Clients


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.

Read More

Spotlight: Meet Daniel Lozier, Director of Sales and Marketing at Primary Funding


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

Read More

4 Marketing Strategies to Scale Your SaaS Business for Financial Services


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.

Read More

Spotlight: Meet Kristin Hull, Founder and CEO of Nia Impact Capital


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.

Read More

Why NPS Matters in the Financial Services Industry


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.

Read More

Recruit and Retain New Clients with Innovative Email Marketing Techniques


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.

Read More

Why You Need to Care About Creating Content for Your Financial Services Business


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.

Read More

How to Build Your Intellectual Property Knowledge as a Financial Service Company


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.

Read More

Three Social Media Campaigns to Help Your Local Insurance Company Stand Out


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.

Read More

Is Your Financial Services Blog Effective?


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.

Read More

Join the Out & About Team!


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.

Read More

Let’s Hear It for the Women in Financial Services


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?

Read More

Spotlight: Meet Cameo Roberson, Founder of Atlas Park Consulting


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.

Read More

How Finserv Companies Can Use Clubhouse


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.

Read More

Spotlight: Meet Marguerita Cheng, Founder and Chief Executive Officer of Blue Ocean Global Wealth


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.

Read More

Welcome to Lydia, Our New Intern!


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.

Read More

Spotlight: Meet Jason Phillips, Chief of Staff at Onramp Invest


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.

Read More

Spotlight: Meet Morgan Simon, Founding Partner of the Candide Group


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.

Read More

Spotlight: Meet Ray Lewis, Marketing Director at Brandes Investment Partners in San Diego


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

Read More

Spotlight: Meet Daphne Jordan, Wealth Advisor at Pioneer Wealth Management Group


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

Read More

4 Digital Marketing Trends On The Rise


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?

Read More

The Four Rings of Marketing A Primer for Mid-Sized Businesses Part III


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.

Read More

What To Wear On Screen For Video And Photo Shoots


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?

Read More

Spotlight: Meet Daniella Chuckran, Marketing Manager at Aspiriant


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

Read More

3 Design File Sizes And How To Use Them


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.

Read More

What Do You Need Before Working With A Marketing Team?


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.

Read More

The Four Rings of Marketing A Primer for Mid-Sized Businesses Part II


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

Read More

Why a Pandemic is the Best Time to Focus on Digital Marketing


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

Read More

The Four Rings of Marketing: A Primer for Mid-Sized Businesses


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

Read More

Spotlight: Meet Armond Croom, founder and CEO of The Financial Effect in San Diego, CA


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.

Read More

Digital Marketing Specialist


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.

Read More

Been Burned Before? How to Tell if a Financial Advisor has your Best Interest in Mind


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.

Read More

Top 5 Things to Look for When Hiring a Marketing Firm For Mid-Sized Financial Companies


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!

Read More

Spotlight: Meet Ben Hockema of Illuminate


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

Read More

Spotlight: Meet Marianela Collado of Tobias Financial Advisors


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.”

Read More

Spotlight: Meet Sheena Gray of JPMorgan Chase & Co.


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.

Read More

Meet Sam Christopher, Video Producer Extraordinaire


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.

Read More

Spotlight: Meet Susan Weiner of Investment Writing in Boston, MA


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

Read More

How Our CCMI Website Redesign Encourages User Engagement


How Our CCMI Website Redesign Encourages User Engagement

Read More

How Your Unique Selling Proposition Can Help You Scale


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.

Read More

Spotlight: Meet Michelle Donovan


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.

Read More

Spotlight: Meet Meredith Benton of Whistle Stop Capital


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.

Read More

Spotlight: Meet Chloé Moore of Financial Staples


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.

Read More

Spotlight: Meet Danielle Seurkamp of Well Spent Wealth


I didn't know much about financial planning until after college when I happened to be hired at a wealth management firm as a temporary employee. I was supposed to be there for 90 days while an assistant was out for surgery, but I ended up staying for 9 years and working my way up through the ranks.

Read More

Why Your Target Market is the Key to Growth


How To Get The Message Out When The Message Keeps Changing

Read More

Welcome to Nadia, our Digital Marketing Assistant


Welcome to Nadia, our Digital Marketing Assistant

Read More

Have You Met Jesse, Our New Marketing Director?


Have You Met Jesse, Our New Marketing Director?

Read More

The Changing Face of Financial Advisors — Who Are They Now?


The Changing Face of Financial Advisors — Who Are They Now?

Read More

JOIN OUR TEAM! WE ARE HIRING AN ALL-STAR DIGITAL MARKETING ASSISTANT


JOIN OUR TEAM! WE ARE HIRING AN ALL-STAR DIGITAL MARKETING ASSISTANT

Read More

Meet Digital Marketing Powerhouse, Cody Gutierrez


Meet Digital Marketing Powerhouse, Cody Gutierrez

Read More

How To Harness Your Team’s Posting Power For Results On LinkedIn


How To Harness Your Team’s Posting Power For Results On LinkedIn

Read More

Meet Josefina Terrera, our front-end developer


Meet Josefina Terrera, our front-end developer

Read More