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


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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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 […]

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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!  We’ve got your back. Here’s a […]

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Spotlight: Meet Ben Hockema of Illuminate


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Marianela Collado of Tobias Financial Advisors


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Sheena Gray of JPMorgan Chase & Co.


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation.  Through sharing insights and best practices, together we can shape the future of the financial […]

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


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Michelle Donovan


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Meredith Benton of Whistle Stop Capital


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Chloé Moore of Financial Staples


The Out & About Blog Spotlight Series elevates voices from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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