As a business leader, you pour your blood, sweat and tears into making your company successful. You’re always on and strategizing how to position your brand and generate meaningful results.

When it comes to connecting professionally on social media, you’ve probably established a thoughtful, well-curated LinkedIn presence for your company. After all, LinkedIn is most commonly viewed as the top social network for business and lead generation. 

Building company connections is definitely important. You want to make sure your business is featured in front of millions of LinkedIn users (more than 610 million, to be exact). 

Even if you’re keeping your business information up to date, you might be overlooking a secret weapon you can use to improve your business’s online presence and connectivity: your personal profile. 

When you have a personal profile that stands out, you can use it to attract attention, create familiarity, build relationships and position yourself as a trusted expert in your field, all of which can contribute to your business success. 

Making your profile stand out doesn’t have to be a long and arduous process. We’ve compiled some of our favorite tips and tricks to make your LinkedIn personal profile professional and memorable. 

Tip #1: Keep Your Photo Fresh 

Your profile picture is important, because it’s the first thing most people notice on LinkedIn, whether they’re looking for you specifically or searching for professionals in your field. A professional profile picture humanizes you and draws your viewer’s attention; in fact, profiles with photos receive 21 times more views than profiles that don’t include an image.

When choosing a profile image, your photo should be: 

• An image of you: not a superhero, pet or company logo (unless that matches your company vibe!)
• A recent, recognizable image: less than five years old is a good guideline, but it can also be updated more frequently if your appearance has changed significantly
• A professional image that reflects your brand: no selfies, dating site photos or casual/leisure pictures
• A photo that’s consistent with the rest of your online persona: if you maintain a professional page on other social networks, or if you have a photo on your company’s website, keep it consistent so you can begin to build familiarity with your audience

Tip #2: Amp Up Your Headline

Along with your profile picture, your headline and location are some of the first facts LinkedIn information seekers see. Think of it as commensurate with an email subject line; you want your headline to intrigue your viewer and to invite them to engage further. 

You can certainly feature your job title (no need to call yourself a ninja, guru or maven - unless that's part of your company lingo); however, you can also use the space to describe a problem you solve for clients or a benefit you can provide them. 

For example, instead of saying “Financial Planning Professional” or even “CEO/Owner of XYZ Firm,” something like “Investment professional helping executives meet their retirement goals” turns the focus on what you can do to make your clients’ lives better. 

Tip #3: Make your Profile Summary Pop

Your profile summary is your opportunity to tell your story. In your own words, you can let your potential clients and business partners know what differentiates you from others in your market, and can highlight the benefits you offer potential clients. 

Instead of listing a few plain-and-simple facts about you (“I employ 6 people,” “I manage investments for high net worth clients”), add some sparkle.

Use this space to show your potential clients exactly what they stand to gain from building a relationship with you (“Grew our business from a single advisor to a group of 6 professionals focused on providing investment strategies that help clients achieve their retirement goals.”). 

Tip #4: Give Your Website Some Link Love 

LinkedIn drives more visits to company sites than any other social media platform (accounting for 46% of social media traffic to corporate websites).

By making sure you include your website link on your profile, you can encourage additional interaction with your business from LinkedIn viewers visiting your site. If your online presence includes a blog, consider also featuring that link, as well as your email and other professional social media handles into your profile. 

Tip #5:  A Picture is Worth a Thousand Words (Integrate Visuals). 

As part of your LinkedIn profile, you have the opportunity to share examples of your work or to highlight recognitions you’ve received. 

If you have online content you’re serving up in other areas (blog posts, social media images, infographics, webinars, etc.), use your LinkedIn profile as a way to highlight and cross-post them.

By using visuals when sharing your successes (awards, accomplishments, achievements), you can extend your reach, get your content in front of additional eyes, and continue to position yourself as an expert in your field. 

And, most importantly, your use of visual content can create opportunities for conversation, which can be nurtured into eventual business partnerships. Sharing content with a visual element increases the likelihood of receiving comments from other users by 98%. 

Tip #6: Take Time To Connect 

Making yourself visible and creating connections is important on LinkedIn. You have multiple options to do this effectively, including: 

• Sharing interesting, useful content: Sharing useful business information positions you as an expert and shows those who review it that you’re a professional they can trust. When they have questions related to your industry in the future, you’ll be top of mind. 
• Engaging with other users’ content: By commenting, sharing or liking relevant content from other users, you can begin to build or reconnect a relationship. 
• Sending inbox messages: If you’ve seeking to connect directly with a business connection or start a conversation with a prospect, you can send an inbox message. A typical LinkedIn message has a higher open rate than traditional sales emails (one company’s study reported an 11x better open rate for InMail than traditional email marketing), which means you have a better chance of your content being seen and taken seriously. 

Tip #7: Let Someone Else Tell Your Story (Request Recommendations)

We’ve talked about telling your own story through your profile summary and accomplishments. Your recommendation section allows your colleagues and business partners to tell your story as well. 

Ask colleagues and contacts to recommend you on LinkedIn. If there are specific projects or proficiencies you’d like them to mention or stay away from, don’t be shy; let them know. For example, some industries may have specific compliance guidelines regarding testimonials. If that’s the case in your field, your recommendations can focus on your willingness to create a personal connection and spend time outlining client goals, rather than on the actual dollars and cents results that were generated. 

Tip #8: Key in on Competitive Keywords. 

Searching for keywords on LinkedIn is easy but can require some creativity and experimentation. Keyword research can include reviewing competitor’s pages and searching LinkedIn hashtags, then plugging those terms into LinkedIn’s advanced search option. 

When you find keywords that resonate, use these words as naturally as possible throughout your profile, from your headline to your job descriptions to your skills section (listing at least five relevant skills can boost your messages by 31 percent). 

Once your profile is up to date, your work on LinkedIn is only halfway done. To optimize your LinkedIn presence, you need to continue to connect, build and strengthen relationships via the platform on a daily or weekly basis.

And, when you level up on something in life, whether it’s a new role, a new skills or training, or the creation of a new piece of content, don’t hesitate to share it. By sharing information on LinkedIn and updating your profile frequently, you can put your page back at the top of your connections’ news feed and create more opportunities for conversations and relationship nurturing. At Out & About Communications, we’re focused on building relationships and helping our clients become visible online. LinkedIn is just one of the many areas where we help our clients build winning strategies. Take a look at some of our other digital marketing how to guides here.

Hello! My name is Josefina Terrera and I’m excited to be working with Out & About Communications’ talented team as a front-end web developer. 

I’ve been working as a developer with large and small teams for the past six years and I’m looking forward to lending my expertise to create beautiful websites for Out & About clients. 

I’m originally from Argentina, but moved to the States over a decade ago. I live in beautiful San Francisco and love getting out and about here. 

In my free time, I enjoy reading, hiking and cooking vegan dishes.

By 2025, more than $16 trillion in assets are expected to be managed with the support of a robo offering. To put that number in perspective, it’s three times the assets of the world’s current largest investment firm.  

If you’ve included a robo offering as part of your portfolio of services, you’re probably hoping to reach out to a new target demographic and let its members know financial planning resources exist to support them. Even if they aren’t sure whether they’re ready to commit to a full-fledged financial planning or wealth management partnership, offering a tech-based relationship can empower them to begin investing in their financial success. 

If you’re providing a robo offering as an avenue for connecting with new clients, you may be concerned about how and when to promote these services as part of your financial planning offerings. After all, if you’ve built a reputation on personal connection and high-touch service, how do you incorporate a robo offering into the value proposition? 

We’ve put together some guidelines for creating value with a robo offering and using it to attract a new demographic of clients to your firm. 

Strategy #1: Consider Connecting Differently 

You’ve built a brand and reputation on your ability to connect with your clients. When you’re striving to connect with a new generation of clients, you may wonder about how to build the right relationships. 

While most high net worth individuals recognize the important role a financial advisor can play in their personal wealth management, many people who are still building their wealth don’t recognize the benefits a traditional advisor can provide. 

For example, only  11 percent of millennials currently use a financial advisor, and less than 30 percent plan to create a relationship with one in the future. A robo offering should be positioned as a way for them to begin a relationship without feeling like the additional expense makes it a high stakes commitment. 

Consider connecting through different channels to create these relationships. For example, you should still make valuable face-to-face connections, but you should also create online opportunities to connect, such as lead magnets that allow you to collect email addresses in exchange for sharing valuable content or access to a webinar or other program. 

Strategy #2: Give Your Potential Clients Plenty of Information to Guide Their Decision-Making

Millennial consumers are far more likely to rely on online information, particularly content marketing like blogs, than they are to connect with traditional advertising options. 

These consumers want to have a good grasp and understanding of the product or service they’re buying into before they make a commitment. For example, 95 percent of consumers choose the solution that provides content to answer questions and support the value of its offering at every step of the way. 

Connection in this case means giving your prospective clients enough information to be well-informed and assess whether a solution is right for them. Creating white papers, offering video demonstrations, and highlighting the technological capabilities of your robo offering can help support your potential clients through the decision-making phase and “sell” your value more thoroughly than traditional advertisements.

Strategy #3: Determine the Appropriate Amount of Online Visibility for Your Business 

If you’re working to reach new potential clients with a robo offering, it’s important to make sure you have accessible online information supporting that offering. However, you don’t have to place your robo option front and center on your website. 

Generally, your site should appeal to the broader part of your consumer base. If your main focus is serving high or ultra-high net worth individuals, you know they want a high-touch relationship and will benefit more from a traditional relationship with your firm. 

For new clients you’re seeking to bring on board with a robo offering, you can still make information available online, but will want to consider placing it in a less prominent area or creating a microsite that specifically highlights the robo offering. Then, as you promote your offering online, through means like social media, email marketing or pay-per-click advertising, you can send interested parties directly to the page that highlights the robo offering. 

You may also want to give the robo offering landing pages a slightly different look or style to differentiate the service from your other offerings. Your messaging can also have a different tone if you’re seeking to appeal to a more tech-savvy or younger audience, but make sure you stay on-brand and don’t let your tone come across as patronizing. 

In addition to ensuring you’re pushing this offering to the right potential clients, personalizing and targeting communications to specific groups can generate higher response rates. Segmented email campaigns can generate up to a 760 percent increase in revenue, so separating out this content makes sense from a marketing perspective as well. 

If you have a robo offering and are trying to find the best way to present it to your clients, Out & About Communications can help. We work with many financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals to build strategies for growth as well as introduce new products and services. 

Take a look at our portfolio of award-winning work to see how we’ve helped others highlight their services, and how we can help you.

Callan Capital is an independent financial advisory firm based in La Jolla, California. It has been serving clients for more than 15 years, offering financial planning and wealth management services. Its team helps bring clarity, direction and discipline to clients’ daily financial choices. 

It was time for the Callan Capital website to get a facelift to better tell its story. Going into the redesign project, the firm had four main objectives: simplify the design, update all imagery, provide easy access to client logins and optimize mobile access.

We are excited to unveil the sleek, new site that showcases the Callan brand and its story with simplicity and sophistication. Let’s take a quick tour!

1. Simplify the design

Before the redesign, the homepage had disconnected messaging across four slides that didn’t give an explanation about Callan Capital. A simple introduction was needed that encompassed everything it does. Now, the homepage is simplified with one main message above the fold of who Callan Capital is. Below the fold, there is a section about its two main services, a statement about the Callan difference and resources toward the bottom.

 The navigation was also reorganized so the pages could be consolidated under simpler categories. This allows users to easily flow through the site to find what they need.

2. Update imagery

The imagery throughout the site needed a fresh update and Callan Capital had new individual and team photos to include from its latest company photo shoot. Headers across multiple pages include office shots of Callan employees at work, which gives the brand a more personal, approachable feel. In addition, the team page includes a welcome video summarizing the firm’s mission and services.

3. Easy access to client logins

The team at Callan Capital wanted clients to have easier access to resources so they can stay on top of their accounts. The client login page was updated and can easily be accessed from the main navigation. 

4. Optimize mobile access

Currently, more than 50% of all online traffic is accessed through a mobile device, so optimizing Callan’s mobile site was crucial. By enhancing the mobile experience, we improved the site’s load times, which in turn can help decrease the bounce rate and improve overall user experience. Responsive design was also incorporated, so the site’s layout is flexible and appears appropriately on any device, something that also improves user experience.

How can a fresh, new website help you grow your business? Read this blog post for more tips and tricks!

Hi there! My name is Daokai Lin and I’m Out & About’s summer intern. I grew up in Hong Kong and decided to come to the U.S. for college. I’m currently a junior at the University of California San Diego, pursuing my degree in communication and design.

My dream job is to be a full-time UX/UI designer and establish my own company. I’m very grateful for the experience I’m gaining at Out & About — which will help me get one step closer to that goal! 

I like front-end development and UX/UI design because I enjoy the challenge. You must have a wide variety of skill sets, like an understanding of social science as well as graphic and coding abilities, to be good at it. 

Here’s a little more about me.

Q: What are the top three brands you really admire?

A: The top three brands I really admire are Microsoft, Sony and DC Comics. Microsoft is obviously a software engineering giant that’s creating a lot of cool and amazing stuff right now, like the new Windows phones. I love Sony because I’ve spent half my life playing Sony games. I had a PS2, 3 and 4. I also admire DC Comics because my favorite character is Batman and I grew up watching all the Batman movies.

Q: Who do you look up to the most? 

A: The biggest reason I wanted to get involved in the front-end developing industry is because of my best friend, Andrew. He’s someone I really look up to in the coding world. He was in college with me, but he graduated and is now a software developer at Google. He has amazing coding skills and is probably the best software engineer from our school. He’s incredibly innovative and always creating. He told me coding can be a great career for the rest of my life.

 Q: What do you like to do when you’re out and about?

A: When I’m out and about, you can find me studying in the library, chilling out with my friends on campus, working out at the gym, playing basketball, boxing, playing video games, watching movies and going to concerts.

5 Favorite Things: 

• Favorite food: Italian risotto with seafood
• Favorite movie: Up
• Favorite show: Fargo
• Favorite music: jazz — I like going to listen to it live
• Favorite animal: elephant, because of its stature and strength

We are looking for a Digital Demand Generation Manager to join our team! You can read the full description below.

DIGITAL DEMAND GENERATION MANAGER

Purpose

This position will be comprised of day-to-day digital marketing strategy and campaign management, including but not limited to wire-framing and digital marketing strategy, client engagement, analytics reporting, user experience optimization, and projects as assigned. This is a part-time role starting at 20 hours a week.

To apply, submit your cover letter, resume and digital campaign examples to hello@outandaboutcomm.com.

Primary Responsibilities

• Develop and plan multi-channel digital marketing campaigns
• Define tactical plan to reach client KPIs
• Delegate tasks to creative and development teams and review overall product to ensure quality and strategic validity
• Monitor digital platforms and identify new areas of opportunity for clients and the company — focused on boosting web performance by researching search traffic trends, user experience optimization, SEO, and technology
• Work and communicate directly with clients regarding digital marketing strategy and execution
• Regularly align clients’ priorities with internal campaign management and workflow
• Communicate to team on project priorities and facilitate meetings, as needed
• Assemble reports and recommendations, including Google analytics, project health, resourcing for the projects, and next step planning
• Educate team members and clients on the adoption and deployment of new marketing media and emerging online marketing, advertising, and selling tactics 

Skills and Expertise

• Self-starter who sees problems as exciting puzzles to solve
• Staying up-to-date on trends and best practices in digital marketing as it evolves
• Deep understanding of digital marketing ecosystem and ability to identify ideal strategy based on client resources and goals, i.e., know when to choose organic SEO vs SEM
• Ability to see trends in data and apply those insights to overall strategy and day-to-day tactics
• Excellent analytical, organizational and project management skills
• Ability to multi-task, managing multiple projects and people while leveraging knowledge and experience from project to project
• High attention to detail
• Problem solver who responds quickly and effectively to issues and opportunities while ensuring compliance with brand strategy and guidelines

Education Level

Bachelor’s degree or equivalent experience, preferably in Marketing, Communications or relevant field

Related Experience

• At least 3+ years experience in a digital marketing role
• Hands-on experience with online marketing tools and practices

General/Special Knowledge and Skills

• Deep understanding of WordPress, HTML and integration tools
• Deep understanding of marketing automation principles; Hubspot experience preferred
• Demonstrated skills with Google Analytics and the suite of Google data tools
• Fluency in collaboration tools like Google Docs, Dropbox, Slack and Asana
• Excellent verbal and written communication skills

Status

Part time, Hourly

Classification

Non-Exempt

As a business leader, you pour your blood, sweat and tears into making your company successful. You’re always on and strategizing how to position your brand and generate meaningful results.

When it comes to connecting professionally on social media, you’ve probably established a thoughtful, well-curated LinkedIn presence for your company. After all, LinkedIn is most commonly viewed as the top social network for business and lead generation. 

Building company connections is definitely important. You want to make sure your business is featured in front of millions of LinkedIn users (more than 610 million, to be exact). 

Even if you’re keeping your business information up to date, you might be overlooking a secret weapon you can use to improve your business’s online presence and connectivity: your personal profile. 

When you have a personal profile that stands out, you can use it to attract attention, create familiarity, build relationships and position yourself as a trusted expert in your field, all of which can contribute to your business success. 

Making your profile stand out doesn’t have to be a long and arduous process. We’ve compiled some of our favorite tips and tricks to make your LinkedIn personal profile professional and memorable. 

Tip #1: Keep Your Photo Fresh 

Your profile picture is important, because it’s the first thing most people notice on LinkedIn, whether they’re looking for you specifically or searching for professionals in your field. A professional profile picture humanizes you and draws your viewer’s attention; in fact, profiles with photos receive 21 times more views than profiles that don’t include an image.

When choosing a profile image, your photo should be: 

• An image of you: not a superhero, pet or company logo (unless that matches your company vibe!)
• A recent, recognizable image: less than five years old is a good guideline, but it can also be updated more frequently if your appearance has changed significantly
• A professional image that reflects your brand: no selfies, dating site photos or casual/leisure pictures
• A photo that’s consistent with the rest of your online persona: if you maintain a professional page on other social networks, or if you have a photo on your company’s website, keep it consistent so you can begin to build familiarity with your audience

Tip #2: Amp Up Your Headline

Along with your profile picture, your headline and location are some of the first facts LinkedIn information seekers see. Think of it as commensurate with an email subject line; you want your headline to intrigue your viewer and to invite them to engage further. 

You can certainly feature your job title (no need to call yourself a ninja, guru or maven - unless that's part of your company lingo); however, you can also use the space to describe a problem you solve for clients or a benefit you can provide them. 

For example, instead of saying “Financial Planning Professional” or even “CEO/Owner of XYZ Firm,” something like “Investment professional helping executives meet their retirement goals” turns the focus on what you can do to make your clients’ lives better. 

Tip #3: Make your Profile Summary Pop

Your profile summary is your opportunity to tell your story. In your own words, you can let your potential clients and business partners know what differentiates you from others in your market, and can highlight the benefits you offer potential clients. 

Instead of listing a few plain-and-simple facts about you (“I employ 6 people,” “I manage investments for high net worth clients”), add some sparkle.

Use this space to show your potential clients exactly what they stand to gain from building a relationship with you (“Grew our business from a single advisor to a group of 6 professionals focused on providing investment strategies that help clients achieve their retirement goals.”). 

Tip #4: Give Your Website Some Link Love 

LinkedIn drives more visits to company sites than any other social media platform (accounting for 46% of social media traffic to corporate websites).

By making sure you include your website link on your profile, you can encourage additional interaction with your business from LinkedIn viewers visiting your site. If your online presence includes a blog, consider also featuring that link, as well as your email and other professional social media handles into your profile. 

Tip #5:  A Picture is Worth a Thousand Words (Integrate Visuals). 

As part of your LinkedIn profile, you have the opportunity to share examples of your work or to highlight recognitions you’ve received. 

If you have online content you’re serving up in other areas (blog posts, social media images, infographics, webinars, etc.), use your LinkedIn profile as a way to highlight and cross-post them.

By using visuals when sharing your successes (awards, accomplishments, achievements), you can extend your reach, get your content in front of additional eyes, and continue to position yourself as an expert in your field. 

And, most importantly, your use of visual content can create opportunities for conversation, which can be nurtured into eventual business partnerships. Sharing content with a visual element increases the likelihood of receiving comments from other users by 98%. 

Tip #6: Take Time To Connect 

Making yourself visible and creating connections is important on LinkedIn. You have multiple options to do this effectively, including: 

• Sharing interesting, useful content: Sharing useful business information positions you as an expert and shows those who review it that you’re a professional they can trust. When they have questions related to your industry in the future, you’ll be top of mind. 
• Engaging with other users’ content: By commenting, sharing or liking relevant content from other users, you can begin to build or reconnect a relationship. 
• Sending inbox messages: If you’ve seeking to connect directly with a business connection or start a conversation with a prospect, you can send an inbox message. A typical LinkedIn message has a higher open rate than traditional sales emails (one company’s study reported an 11x better open rate for InMail than traditional email marketing), which means you have a better chance of your content being seen and taken seriously. 

Tip #7: Let Someone Else Tell Your Story (Request Recommendations)

We’ve talked about telling your own story through your profile summary and accomplishments. Your recommendation section allows your colleagues and business partners to tell your story as well. 

Ask colleagues and contacts to recommend you on LinkedIn. If there are specific projects or proficiencies you’d like them to mention or stay away from, don’t be shy; let them know. For example, some industries may have specific compliance guidelines regarding testimonials. If that’s the case in your field, your recommendations can focus on your willingness to create a personal connection and spend time outlining client goals, rather than on the actual dollars and cents results that were generated. 

Tip #8: Key in on Competitive Keywords. 

Searching for keywords on LinkedIn is easy but can require some creativity and experimentation. Keyword research can include reviewing competitor’s pages and searching LinkedIn hashtags, then plugging those terms into LinkedIn’s advanced search option. 

When you find keywords that resonate, use these words as naturally as possible throughout your profile, from your headline to your job descriptions to your skills section (listing at least five relevant skills can boost your messages by 31 percent). 

Once your profile is up to date, your work on LinkedIn is only halfway done. To optimize your LinkedIn presence, you need to continue to connect, build and strengthen relationships via the platform on a daily or weekly basis.

And, when you level up on something in life, whether it’s a new role, a new skills or training, or the creation of a new piece of content, don’t hesitate to share it. By sharing information on LinkedIn and updating your profile frequently, you can put your page back at the top of your connections’ news feed and create more opportunities for conversations and relationship nurturing. 

At Out & About Communications, we’re focused on building relationships and helping our clients become visible online. LinkedIn is just one of the many areas where we help our clients build winning strategies. Take a look at some of our other digital marketing how to guides here.

We’re looking to hire a Digital Marketing Assistant. A great fit would be someone who is detail oriented and enjoys working with teams to execute projects big and small. The full description is below!

DIGITAL MARKETING ASSISTANT

Out & About Communications, an integrative marketing and communications firm based in San Diego, CA, is seeking a go-getting Digital Marketing Assistant to join our team. This part-time position will include day-to-day administrative duties, assignments with quick turnarounds, scheduling content, updating design files, website updates and projects as assigned. Get the full scoop below.

TO APPLY, SUBMIT YOUR COVER LETTER, RESUME AND SOCIAL LINKS TO HELLO@OUTANDABOUTCOMM.COM.

THIS ROLE IS FOR YOU IF…

• You can work well under pressure. You get a task that needs an edit to polish it off, and you say “I got it!”
• Working with tools like Hubspot, WordPress and scheduling tools is your jam. You like playing around with the nitty-gritty details to polish off each product.
• You’re a digital maven. You love digging into all things digital. It’s pretty obvious to you if something looks like it isn’t designed for web or social media.
• You know enough about Illustrator, InDesign and Photoshop to be dangerous. You can navigate your way around design files to edit and update them.
• The digital work is awesome, but you also enjoy working with a team to brainstorm, educate interns and plan events.
• Typo! Eek! Some call you the grammar police.
• Client photoshoots, video filming and costume prep, oh my! All of this sounds great and you’re on board to help where help is needed.
• You spot website bugs quickly and enjoy understanding UX, UI, and responsive design and how it works across platforms and browsers.
• The idea of working with a creative team — virtually and in person — sounds like an amazing experience to partner and learn from others who love their craft.
• Bottom line, you’re up for jumping in to learn and get your hands dirty on projects big and small.

QUALIFICATIONS

• Basic understanding of Adobe Creative Suite, social media, scheduling tools, WordPress, HTML and email marketing tools.
• Fluency in Google Docs and Dropbox.
• Ability to work quickly and efficiently under pressure with strong communication skills.
• High attention to detail when making edits and reviewing documents.
• Bachelor’s degree or equivalent experience, preferably in graphic design, marketing or journalism.
• 1+ years of hands-on experience with tactical marketing projects from development to execution.
• Must be based in sunny San Diego, CA.
• A self-starter who has a genuine passion for marketing, excellent judgment and an efficient work ethic.

WORK BENEFITS

• Flexible working environment (onsite and remote)
• 401(k) benefits available
• Breakroom stocked with snacks and beverages
• Regular team “lunch and learns”
• Parking available onsite

WORKING CONDITIONS

We operate in a collaborative environment, so the ability to work and communicate well with others is a must. Our office is climate controlled and has moderate noise levels.

PHYSICAL REQUIREMENTS

Mobility and sensory abilities required for the organization of events, computer use, telephone access, and communication one-on-one as well as in group meetings. Reasonable accommodations will be made to enable individuals with disabilities to perform essential job functions. Must be able to lift 20 pounds and sit or stand for long periods of time. Work will include some long hours, evenings and weekends.

STATUS

PART TIME, HOURLY

CLASSIFICATION

NON-EXEMPT

We have great news! We recently found out we won a Gold Hermes award for our Integrated Digital Marketing Campaign for Coastal Payroll. We’re so grateful — for the award, which is going to look great in our office, but even more so for the dynamic relationships we have with our clients that allow us to achieve this recognition.

The Story Behind the Award

We started working with Coastal Payroll about a year and a half ago. The company had a really firm concept of who it was as an organization, its company culture and its unique identity. Team members knew what made Coastal stand out — but they weren’t necessarily leveraging that voice and sharing the message clearly.  

From the start, our relationship has truly been a partnership. We’ve gotten to know various team members and departments and developed a solid understanding of their goals as an organization. We’ve come alongside, as an extension of the company, to work through the team’s changing needs — daily. Everything we do is about driving toward the goals we establish — and tweaking or overhauling as company and department goals change.

With that level of trust, we’ve been able to accomplish a lot, including:

• Regular e-newsletters and emails
• Video series
• Social media posts
• Website optimization
• Marketing collateral
• Lead and referral partner engagement
• Events communications
• And more (a lot more)

Strategic Outlook

As we developed a relationship within the organization, working directly with the sales team has been key to our success. It’s more than just building an attractive campaign. We talk with team members to get an idea of their goals — as well as their interactions with potential customers, pain points, hesitations and common questions, and conversions. This helps us build a strategy that actually drives numbers.

Having Fun

At the end of the day, Out & About Communications and Coastal Payroll are first and foremost about people — and doing great work for them. One of the best parts about working with clients like this is our ability to really dig deep and create exciting content that converts. We all end up having a great time and developing concepts, even as we geek out a bit about the things we’re passionate about.

Thank you to Coastal Payroll — and all our clients — for entrusting us with your message and letting us work our magic to help you reach your target audience. We’re excited about lots of new projects on the horizon and can’t wait to see what comes of them.

Come learn more about how we can make these things happen for you. And follow us on Instagram to stay up on all that’s going on with us.  

At Out & About Communications, we love transforming and launching new websites for our clients that will help them connect with more of their target audience and grow their businesses. Here’s our latest website reveal for MJP Wealth Advisors, based in Connecticut.

At the beginning of each website redesign project, we sit down and listen to the mission and values each client wants to convey to their target audience. Then we create a design to help better achieve those goals, as well as infuse tested and proven digital strategies to generate more traffic and leads to reach that audience more effectively. Learn more about our process.

It’s also important to note that we never use templates or off-the-shelf themes. Every site we create is custom to fit each client’s unique needs. The site is responsive and mobile-friendly so prospects can move through each page quickly and easily find information while they’re out and about.

MJP Wealth Advisors had a website that could benefit from a facelift. It needed a more seamless user experience with clear actionable items on each page, like call-to-action buttons. Most importantly, it needed to tell more of its story: that its team brings balance to clients’ financial lives.

The firm also wanted to showcase its awards and new employee photography as well as provide better access to client resources and the client portal. So, we got to work!

We started with the value proposition — the main point MJP wanted to convey — and made that the first statement visitors read when visiting the homepage. It’s not just about financial planning and wealth management; it’s about what kind of life clients want to live long into retirement: one that gives them the balance and freedom to make the most of every day.

Before

The previous home page had a call-to-action to “learn more” that was almost hidden. Now, the call-to-action is front and center and encourages users to not only learn more, but begin the process of balancing their financial life with MJP Wealth Advisors. The homepage is more about the client and less about the firm. This allows prospective clients to start to feel like the firm really understands them and what they want.

After

Another important item is the risk-free assessment prospects can take to get started. Instead of dedicating a page to this, which could get buried or missed, this call-to-action — which leads to the assessment — was added to the bottom of every page.

We then moved on to reorganization of the site, starting with the navigation. The pages were re-sorted under new tabs to create a beginning, middle and end to users’ paths as they move around.

As mentioned above, one of MJP Wealth Advisors’ main goals was to make the client portals and resources more accessible; so we added these items to the navigation so they can’t be missed. The resources tab also houses the blog and other tools and resources clients or prospects might need to find quickly.

Top Navigation Before

Top Navigation After

The services page has been streamlined with easy-to-read sections to clearly convey all service offerings. The process page maps out the path clients will take. Both these pages bring much-needed confidence and clarity to prospective clients, who are probably feeling confused about where to start.

The team page also got a major facelift, to showcase the team’s updated headshots and bios. Team pages are often one of the most highly visited pages on a site because prospects want to see who’s behind the curtain. When you’re selling services, you’re really selling your team, so giving this page a lot of love will make a positive impact on your first impression and your bottom line.

Finally, MJP Wealth Advisors wanted to easily showcase the awards and recognition they have received over the years. They have a lot to be proud of. We folded that into the About Us section. The awards section is important because it builds trust and credibility and lets other people say how awesome you are.

Thinking of redesigning your website? Here are some more of our tips to get started. Don’t hesitate to get in touch with us to chat more. We’d love to hear from you.