The Out and About Podcast

 Tiffany and Amanda break down how financial services firms should communicate during times of crisis — whether geopolitical, economic, or environmental. From balancing when to speak versus staying silent to maintaining a consistent brand voice, this episode offers practical guidance for navigating uncertainty without creating fear. Want more financial services marketing? Join thousands of profess...

What should financial services firms actually do once they’ve chosen their social media platforms? In part two of this conversation, Tiffany and Jimmy talk through how to handle platform-specific content, when content duplication can work, why Reddit keeps showing up in search, and where compliance concerns make direct engagement difficult. They also share a practical reminder many firms need to h...

Which social media platforms should financial services firms actually use? In this episode of The Out & About Podcast, Tiffany and Jimmy explain how to choose the right platforms based on audience, credibility, and content goals. They cover why LinkedIn is often the best place to start, when Facebook still makes sense, and how platform limitations can shape your strategy.  Want more financial...

In this episode, Tiffany, Lauren, Ellie, and Jimmy break down what is shaping financial services marketing in 2026. From community-driven growth to bolder branding and thoughtful use of AI, the conversation focuses on how firms can evolve without chasing trends. Want more financial services marketing? Join thousands of professionals who receive best practices, resources, and the occasional checkli...

Creativity can feel like pressure to modernize, refresh, or chase something new. In this episode, Tiffany Silverberg, Jimmy Lim, and Ellie Alexander talk about how to assess whether your brand really needs to change or whether you are simply bored with what you see every day.  You will learn why being creative does not have to be dramatic, how to evaluate trends through the lens of your brand and...

Marketing gets messy when it is disconnected from business goals. In this episode, Tiffany and Jimmy break down how to build alignment through a simple planning meeting, a firmwide calendar, and metrics that reflect what is actually happening in the funnel. You will learn how to work backwards from growth goals into marketing goals, how to report on what moves the needle, and why doing less can be...

Tiffany and Lauren break down how client and COI referrals really work in financial services and why the best strategies feel authentic, relationship-driven, and value-forward. They discuss how to identify your true COIs, why nurturing relationships matters far more than asking outright, and how firms can build internal cultures that organically support referrals. Want more financial services mark...

Tiffany and Josefina explain why SEO now means “search everywhere optimization,” how AI is reshaping discovery, and what financial service websites should do about it. Learn how to earn citations and mentions, build deeper service pages, publish clear FAQs, and fix technical basics like image weight and heading order. Want more financial services marketing? Join thousands of professionals who rece...

SEO isn’t just about keywords anymore. Tiffany and Jimmy unpack how financial services companies can rethink SEO strategy in an AI-driven world, from understanding organic search versus paid ads to knowing when your content is already performing. Learn how to “look under the hood,” review your website data, and see what’s really driving people to your site. Want more financial services marketing?...

Tiffany and Lauren break down how positioning turns into a practical growth plan for mid-size financial services firms. We cover why clarity beats “cookie-cutter” tactics, how to align campaigns to objectives (advisor recruitment, hiring), and where your brand must show up — marketing, HR, sales, operations — so scale doesn’t create disconnect.  Want more financial services marketing? Join thousan...

Visual branding should reflect who you are, not just what looks fresh. Tiffany, Jimmy, and Ellie dig into when rebrands make sense, how to build recognition with consistent visuals, and the simple rules every firm needs in its brand guidelines. We cover logos, type, color, photo style, and the one thing to start doing immediately: create or tighten your brand guidelines. Want more financial servic...

Positioning comes before tactics. Tiffany, Jimmy, and Ellie break down how to define your voice, niche, and differentiators so your website, content, and campaigns stop spinning and start resonating. Learn practical ways to narrow down your audience beyond demographics, why brand guidelines serve as a true decision filter, and the “one thing” action step: writing your positioning statement.  Want...

Struggling with what to actually include in your firm’s newsletter? In this episode of The Out & About Podcast, Tiffany and Jimmy break down how to create engaging newsletter content in financial services. Learn why consistency builds trust, how faces and stories help humanize your brand, and ways to share team updates without oversharing. Plus, discover simple, low-lift ideas — from candid ph...

Not sure if your newsletter is worth the time and effort? On this first episode of The Out & About Podcast, Director of Marketing Analytics Jimmy Lim guides us through how to measure newsletter engagement in financial services. From open rates and click rates to click maps and Apple’s Mail Privacy Protection, learn how to interpret your data and connect it to your business goals. Plus, discove...

We are sharing a bit of the why behind our podcast shift and give you a taste of the financial services marketing insights you’ve been looking for. Tune in for what’s ahead: strategies, creative ideas, and practical takeaways in conversations with our team for marketing leaders like you.  Subscribe so you don’t miss when the first episode drops in just a couple weeks! Want more financial services...

We talked with Jennifer about: How she helps create healthy businesses through operations, connecting health to employee satisfaction and community impact The processes of organizing operational priorities — from visualizing to breaking down goals into actionable steps with team involvement Why successful implementation requires both digital tracking tools and visual reminders, with a focus on cel...

We talked with Erica about: How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growth Why tracking the right data empowers advisors to identify what’s working, what’s not, and where to focus next The importance of clean, consistent data and simple data entry, and how even small improvements...

We talked with Verity about: How firms can prepare for M&A by modernizing technology, streamlining operations, and ensuring clean data to increase a firm’s valuation and make the transition smoother The importance of uniting people, processes, and technology to navigate challenges like internal culture shifts, data merging, and the client experience Why a successful merger depends on having th...

Rob Brown, founder of Truest Fan Coaching and host of The Purpose-Focused Advisor podcast, is a self-proclaimed cheerleader of the financial services industry. Rob spent over 25 years as a financial advisor and practice owner, where he discovered a deeper purpose in coaching. Now, he focuses on empowering financial advisors, planners, and RIAs to develop highly profitable, purpose-driven, and clie...

We talked with Shaun about: The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone How the High Impact Financial Operations Network (HIFON) offers a supportive community for operational leaders to solve problems, connect, and help others succeed HIFON’s journey from a virtual study group to a network of hundreds of RIA prof...

Among her extensive credentials and achievements, Susan Latremoille is a Certified Professional Retirement Coach and the partner and co-founder of Next Chapter Lifestyle Advisors. Observing a growing need to redefine retirement and embrace a broader vision for the life stage, Susan shares how the non-financial side — not just having enough savings — is a significant predictor of success in one's n...

Jody Jacobson, PhD, is the co-founder and CEO of the Human Skills Institute™. As a brain-based consultant, coach, and trainer with over 20 years of experience, she helps financial advisors align their business, marketing, and life strategies to their unique strengths and values so they can sustain long-term growth and experience the joys of creating greater profitability and meaning for their clie...

Joe Erle is a Cyber Group practice leader and co-founder at C3 and has been an insurance broker since 2008. Carving out a niche in cyber insurance, Joe’s superpower is analyzing policies, finding what’s not covered, and offering solutions to cover the exposure through insurance or other risk management vehicles. He is dedicated to helping clients navigate the complexities of cyber threats, ensurin...

Jackie Benjamin Hatherley, “opspert” and founder of RIA Ops, has over 25 years of operations expertise, specializing in helping registered investment advisors embrace the human side of operations. Through flexible fractional COO and leadership coaching services, Jackie helps firms unlock the power of people in driving operations excellence to ultimately promote efficiency, innovation, and streamli...

At Out & About Communications, Tiffany Silverberg and Karen Villalta play key roles in managing relationships and bringing our clients’ visions to life. They bring valuable lessons learned and best practices for working with an outsourced marketing partner and managing common challenges throughout an engagement.  We talked about: Practical tips to start an outsourced marketing relationship on...