The Out and About Podcast

Step into the dynamic world of website redesigns with the directors team at Out & About Communications. Ellie Alexander, our design director; Jimmy Lim, our marketing director; and Tiffany Silverberg, our content director, are experts on the intricacies of website redesigns, and all the elements needed to help breathe new life into your online presence. From crafting the initial wireframe to c...

Over the span of 22 years as a military spouse, Erica McMannes has weathered numerous moves, career shifts, and challenges inherent to military life — and discovered her passion for fostering community and enhancing the quality of life for military families. Frequent relocations and the demands of raising a family posed constant challenges to maintaining a traditional career path. Through it all,...

James Pollard is a seasoned marketing professional with a passion for personal finance. With nearly two decades of experience in the marketing world, he found his niche assisting financial advisors with their marketing efforts, particularly focusing on email marketing strategies. His journey into this specialized field began when he helped a financial advisor improve their marketing, leading to ta...

Kevin Poland is the owner, CEO, business consultant and coach at The Renaissance Group, a pioneering firm specializing in business and leadership coaching in the financial advisory space. Kevin’s journey into entrepreneurship began when he and his business partner, his wife, Jody, made the decision to leave the corporate world and embark on their own business venture. They stumbled upon the transf...

Bob DePasquale, aka “The Generosity Guy,” is a broadcaster turned financial planner and a passionate advocate for the power of generosity in building strong company cultures. He advocates for the implementation of programs and systems that empower individuals to use their skills and talents for the collective good. Bob believes fulfillment comes from contributing meaningfully to a shared cause. Wi...

Even as a child, Eric possessed an innate spark that seemed to defy containment. With a passion for uplifting others, particularly fellow advisors, Eric discovered his calling in fostering connections and nurturing potential. His philosophy? The equation to becoming your dream self is Mindset + Heart set + Skill set. Today, Eric is at the helm of a diverse portfolio of ventures, from serving as CE...

Yonhee Choi Gordon, a seasoned CFP® professional, has been an integral part of JMG Financial Group’s success story since 1986. Renowned for her unique blend of expertise and empathy, Yonhee has established herself as a trusted mentor and advisor, fostering the financial and professional growth of clients and colleagues alike. Her innovative approach to hiring assessments has significantly reduced...

While working as a financial planner, Adam Holt found traditional approaches lacking in client engagement and clarity. Recognizing the need to prioritize meaningful financial decisions, he founded Asset-Map as a tool to refocus clients on their goals. Starting as an in-house solution, it propelled Holt’s wealth planning business to remarkable growth. Today, Asset-Map serves thousands of financial...

Cary Carbonaro is a renowned author, CERTIFIED FINANCIAL PLANNER™ professional, and advocate for women in finance. With over 25 years of experience, Cary currently serves as senior vice president and director of women and wealth at Advisors Capital Management, where she champions financial empowerment for women. Recognized for her groundbreaking book, “ The Money Queen’s Guide , ” and her leadersh...

Joe Moss is a seasoned advisor tech consultant with a knack for crafting effective marketing strategies tailored to the advisor community. His journey began with diverse roles in real estate, contracting, and property management before transitioning to accounts payable, where he honed his data analysis skills. Working for a CPA firm exposed him to advisor tech, and he went on to provide virtual cl...

Ben Norton started his career in a Fortune 500 company but it wasn’t long until he joined the startup lifestyle. After running four different companies, Ben had a solid understanding of how critical operation models are to success. When he experienced the impact of the EOS® model, he changed his career path to help other entrepreneurs have the same opportunity. Featured Resources & Shoutouts ...

Diana Yanez, founder of All the Colors, shares how her work as a financial empowerment coach allows her to help clients align their money and life goals.

Podcast Description: Ellie Alexander, creative director at Out & About Communications, shares the benefit of refreshing brand logos to best represent and convey your financial services story. Plus, a sneak peek into the process behind our new branding! Featured Resources & Shoutouts  Ellie’s LinkedIn Profile Get to Know Ellie Our Brand Personality Conversation with Tiffany  So, What’s Your...

Alan Moore, co-founder of AdvicePay and XY Planning Network, shares the benefits of diving into a niche and how doing so can strengthen communities. Listen to this episode to learn about the distinctive features of XYPN Live that make it successful, and how you can use his lessons to build your own networks! Spoiler alert: don’t be afraid to target narrow audiences. Featured Resources & Shouto...

Leila Shaver knows compliance for a wealth management company is not a simple task and requires specialized knowledge. That’s why she founded My RIA Lawyer, an outsourced agency focused on navigating the legal complexities of the RIA space. A self-labeled “compliance nerd,” Leila uses her background to serve a range of clients, from start-ups to established firms with billions in assets under mana...

Kristin Harad, an experienced marketing coach for independent financial advisors and planners, is driven by her passion for empowering her clients to achieve self-driven financial freedom. After transitioning from a successful career in financial services marketing to entrepreneurship in 2006, Kristin founded VitaVie Financial Planning, the first fee-only firm dedicated to expectant parents and gr...

Jully-Alma Taveras, aka Investing Latina, is an award-winning financial expert who gained popularity through Instagram by sharing her personal story. Born in the Dominican Republic and raised by immigrant entrepreneur parents in New York City, she lacked knowledge about investing until her father’s illness sparked a change that started her transformation from shopaholic to savvy investor. On a mis...

In this episode, we sat down with Christine Beckwith, president and COO of 20/20 Vision for Success Coaching. With over 30 years of experience in the mortgage vertical, Christine was able to leverage her knowledge to find the gaps in the industry. Today, she is on a mission to provide education and resources to those searching for success. Listen to the episode to find how her insights could guide...

As Valmark Financial Group’s Chief Information Officer, Geoff Moore leads technology and cybersecurity for the home office and field advisors. Emphasizing the significance of staying proactive, Geoff advocates for staying ahead of cybersecurity challenges to avoid dealing with aftermaths like website hacks or data compromises. He shares tips for outsmarting cyber threats and discusses the importan...

Stephanie Roberts, owner of Humans Being Resources , a “full-life cycle recruitment” firm specializing in finding professional talent for the financial services industry, has firsthand insight about how companies can elevate their employee searches to engage top talent in today’s market. With more than 12 years of experience in recruiting, she helps companies modernize and create standout hiring p...

Karen Yankovich, hailed as the “LinkedIn Queen,” stands out as a digital strategist extraordinaire. With a proven track record in online marketing, Karen is driven by a mission to empower professionals to leverage social media as the gateway for cultivating meaningful connections and standing out in the crowd. Throughout her career, Karen has honed her focus on LinkedIn, guiding clients to navigat...

Mac Gardner is a CFP® professional turned founder and chief education officer at FinLit Tech. With 20+ years in the industry, Mac has presented over 4,000 financial plans. Amidst his extensive experience, he saw the need for more user-friendly financial literacy education. Initially geared toward adults, Mac’s journey took a turn as he shifted gears to champion financial literacy in children, leve...

Stoy Hall founded Black Mammoth in 2020 with a mission: end financial illiteracy in the general population. Drawing from personal experiences and insights gained while working at the Boys and Girls Club, he established a modern family office to guide clients in financial planning and understanding the emotional aspects of money. Stoy urges us to amplify the conversation around financial education,...

Nancy Lyons, CEO and founder of Clockwork Interactive and a self-proclaimed rebel and digital space leader, wants leaders to embrace being one to many and not shy away from picking up the phone to connect with their employees. Moving into the future, she sees huge opportunities for building and reinforcing company culture by embracing the digital workplace with proactive rather than reactive chang...

A self-professed “word nerd,” Tiffany Silverberg carries a wealth of marketing expertise spanning freelancing, journalism, and her current position as content director for Out & About Communications. While Tiffany has a passion for words, she also brings a profound understanding of the significance of crafting brand personalities for clients. She recognizes the pivotal role a well-defined bran...