The Out and About Podcast

Angela York and Elyse Stoner are the dynamic co-founders of Event Advisors, a company dedicated to transforming event strategy within the financial services ecosystem. Angela brings decades of experience in advisor and marketing implementation, as well as event planning. Her journey spans over a decade of in-house roles and another decade as a consultant. During the pandemic, she met Elyse Stoner, marking the beginning of their collaboration. Angela’s extensive background in the wealth advisory space, combined with her passion for creating meaningful and strategic events, has been instrumental in their joint venture. Elyse has a rich background in sports entertainment and higher education marketing. Her experience in strategic marketing led her to question the purpose and strategy behind events in the financial services industry. Her strategic approach, coupled with Angela's deep industry knowledge, has been key to their success. Together, Angela and Elyse bring a unique blend of skills to Event Advisors, offering event strategies that are purpose-driven and aligned with business goals. Their mission is to elevate events in the financial services industry, ensuring they are not just events but strategic tools that deliver value and drive business success.Featured Resources  Angela York in LinkedIn Elyse Stoner on LinkedIn Event Advisors on LinkedIn Event Advisors website Emergency Kit ChecklistEnjoyed This? You’ll Also Love:   How to Plan In-Person Events to Build Community and Loyalty Is Online Community Building Your Next Step? How This Financial Services Marketing Option Could Accelerate Your Goals Through Data, CRMs, and Social Listening Building a Community Around Your Story and Lessons You’ve Learned The Role of Marketing and the CMO in Today’s Financial Services Industries with Nick RichtsmeierTune in now as we chat with Angela and Elyse about return on investment (ROI) versus return on the moment (ROM), how to align your events with business goals to build impactful and meaningful relationships, and why you should cater to the needs of your ideal audience.

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 streamlined processes. Through consistent communication, explaining the “why,” and keeping goals relevant, Jackie’s tools and human-centric approach assist firms in fostering a culture of trust, purpose, and empowerment so operational decisions feel right — not just right on paper.Featured Resources  RIA Ops and Complimentary 30-Minute Consultation  Jackie Benjamin Hatherley on LinkedIn Patrick Lencioni’s 5 Dysfunctions of a Team Patrick Lencioni’s Death by Meeting Simon Sinek’s Find Your WhyEnjoyed This? You’ll Also Love: How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners

Seth David, Chief Nerd at Nerd Enterprises, Inc., has a unique journey that combines creativity with analytical expertise. After majoring in computer science and dabbling in theater, Seth shifted his focus to finance, working as a stockbroker on Wall Street. He later earned an accounting degree and built a successful career as a senior revenue accountant. Driven by an entrepreneurial spirit, Seth went on to found Nerd Enterprises, where he helps accountants, bookkeepers, and financial professionals run their businesses more efficiently. Today, he thrives as a leader, blending technical skills with a passion for business.Featured Resources  Seth David on LinkedIn  Nerd Enterprises, Inc. on LinkedIn David Allen’s Getting Things Done SlackTune in now as we chat with Seth about the power of content creation in business growth, key chapters of your accounting strategy you can’t afford to miss, and the importance of keeping your focus on the outcomes rather than on time spent or number of tasks completed.

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 client-centric businesses. Rob’s industry expertise and client care insights encourage advisors to explore their purpose and foster creativity to help drive growth, deepen client relationships, and achieve fulfillment. In this episode, Rob shares how he helps advisors define success, set realistic goals, and differentiate themselves from automated tools and technology.Featured ResourcesTruest Fan CoachingConnect with Rob on LinkedInFree Download: Business Optimization ScorecardThe Purpose-Driven Advisor Podcast Enjoyed This? You’ll Also Love:Time Management and Helping Advisors Focus to Find Success with Jody JacobsonHow Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie BergsmaTrends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors

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 next chapter. A published author and sought-after keynote speaker with over 35 years of experience as a wealth advisor and firm owner, Susan shares her insights through coaching, webinars, and content designed to help advisors effectively reach and serve this dynamic demographic.Featured Resources  Susan on LinkedIn Marianne on LinkedIn Next Chapter Lifestyle Advisors 9 Steps to a RichLife Retirement by Susan Latremoille Your Happiness Portfolio for Retirement: It's Not About the Money! By Marianne OehserEnjoyed This? You’ll Also Love: Supporting Financial Professionals and Their Aging Clients Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection Providing a Human-First Value Add for Clients and Advisors

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 a clear and aligned footing Why setting realistic expectations around timelines, deliverables, and success rates is critical Insights into common challenges companies may experience when working with an outsourced partner and how to navigate themFeatured Resources  How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider Tiffany Silverberg on LinkedIn Karen Villalta on LinkedInEnjoyed This? You’ll Also Love: FAQs: When to Engage and How to Navigate Outsourced Marketing in Financial Services The Role of Marketing and the CMO in Today’s Financial Services Industries with Nick Richtsmeier How a Brand Personality Can Drive Company Culture and Build Trust With Your Audience Website Redesigns: The Process Behind Building Websites for Financial Services Companies

Natalie Bergsma is a seasoned consultant and executive coach with over 20 years of experience working in the financial services industry. Her journey began unexpectedly, shifting from academia in physical chemistry to financial services, where she became a key player in helping advisory firms implement best practices. After realizing her career path was being driven by external expectations, she pivoted to focus on personal fulfillment and professional growth. Natalie has built a successful practice, BeyondFA, that combines her consulting expertise with a strong focus on mindset and personal development, guiding advisors and firms toward purposeful growth. She is passionate about helping leaders and businesses overcome mental blocks, achieve meaningful change, and align their personal and professional goals. Having relocated to Costa Rica and experienced her own personal transformation, Natalie integrates life coaching and mindset work into her practice, enabling clients to achieve success with balance and intention.Featured Resources  Natalie Bergsma on LinkedIn Natalie Bergsma on Twitter BeyondFA on LinkedIn BeyondFA.comEnjoyed This? You’ll Also Love:   How to Develop and Infuse Generosity Into Your Company Culture  Six People You Need In Your Life To Develop Your Career How to Align Your Values With Your Career and Service ModelTune in now as we chat with Natalie about how to overcome imposter syndrome while pursuing intentional growth, attaining success by customizing best practices, and the importance of alignment between leaders and their teams. 

Catherine Tindall, CPA, is the founder and head tax strategist at Dominion Enterprise Services and host of the podcast “Financial Advisors Want to Know.” Specializing in helping RIAs, independent broker-dealers, and other 1099 financial advisors, Catherine goes beyond routine income tax return filing to offer proactive planning that supports growth and expansion. Observing a gap in strategic tax analysis and planning, Catherine takes a client-focused, holistic approach to tax strategies, helping advisors and firms grow more efficiently and achieve their current and long-term goals.We talked with Catherine Tindall about: Why planning, forecasting, and analysis are essential components in building an effective tax strategy Key tax considerations for advisors and firms as year-end approaches to help optimize income taxes and future growth Why working with a tax professional who understands the advisory space—and knowing the right questions to ask—can help enhance an advisor's CPA relationship, experience, and outcomesFeatured Resources  Catherine Tindall, CPA on LinkedIn Financial Advisors Want to Know Podcast Dominion Enterprise Services  Financial Advisors Success Podcast with Michael KitcesEnjoyed This? You’ll Also Love: Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners Using a Coach Mindset to Unlock Your Full Leadership Potential How to Navigate Financial Services Compliance in 2024

At Out & About Communications, Ellie Alexander and Josefina Terrera are integral parts of a team dedicated to guiding clients to achieve their brand and digital goals. As design director, Ellie collaborates closely with clients to refine their brands and showcase what makes them unique. Her background spans traditional ad agencies, in-house branding, and boutique marketing, all of which have shaped her expertise and approach. Alongside Ellie, Josefina serves as senior developer, crafting visually appealing and functional websites, with a special knack for customizing Webflow to meet client needs. Together, they bring creative precision and dedication to Out & About projects, helping clients stand out and connect authentically.Featured Resources  Ellie Alexander on LinkedIn Josefina Terrera on LinkedInEnjoyed This? You’ll Also Love:   FAQs: When to Engage and How to Navigate Outsourced Marketing in Financial Services Website Redesigns: The Process Behind Building Websites for Financial Services Companies  Financial Services Branding: When and How Should You Redesign Your Company Logo?Tune in as we chat with Ellie and Josefina about how simple website upkeep can keep your inbox from going scarily silent, how keeping up with today’s digital hygiene can keep you from spooky surprises, and how to keep your brand materials looking their best no matter what program they’re viewed in. 

Brendan Frazier is a former financial services consultant with over a decade of experience helping financial advisors across the country. Through his interactions with thousands of advisors, he recognized a recurring theme: many felt they were acting more like therapists than financial planners. This insight led Brendan to explore the often-overlooked human side of finance, prompting him to launch his own advisory business. Committed to improving his understanding of behavioral psychology and communication, he started a podcast where he interviews experts in these fields. Brendan’s passion for merging the human aspect with financial advising has created a growing community of like-minded professionals eager to learn and evolve in their practice.Featured Resources  Brendan Frazier on LinkedIn  RFG Advisory  The Human Side of Advice Podcast Psychology of Money Advice that Sticks Never Split the Difference, Chris Voss Shaping Wealth Money QuotentEnjoyed This? You’ll Also Love:  Using a Coach Mindset to Unlock Your Full Leadership Potential How to Develop and Infuse Generosity Into Your Company Culture Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection Six People You Need in Your Life to Develop Your CareerTune in as we chat with Brendan about the importance of listening on a level that involves engaging with empathy and curiosity. Discover why building relationships with clients should start with understanding their fundamental motivations and desires, and how you can create deep connections by making clients feel heard and understood. 

Tiffany and Lauren sit down to discuss frequently asked questions about outsourcing marketing in financial services. They explore indicators that suggest it’s time to bring in external support, factors that contribute to successful partnerships, and how to align broader business goals to secure leadership buy-in. Stream the episode for valuable insights to elevate your outsourced marketing efforts, from balancing in-house capabilities to identifying your ideal prospect and determining the right level of support you need.

Broc Buckles is the co-founder of BC Brokerage, a company dedicated to serving financial planners across all 50 states. BC Brokerage focuses on providing honest, efficient, and transparent insurance solutions exclusively for financial advisors and their clients. Recognizing the challenges financial planners face with traditional insurance brokers who often push products for commission, Broc and his team offer a trustworthy alternative. BC Brokerage empowers advisors, especially fee-only fiduciaries, to confidently implement insurance plans without concerns about upselling or misaligned incentives.Featured Resources  Broc Buckles on LinkedIn BC Brokerage on Instagram Bc-brokerage.com  Alan Moore on LinkedIn Michael Kitces on LinkedInEnjoyed This? You’ll Also Love:   Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary Wisniewski How Authenticity Can Help You Attract Your Tribe, Find Your Target Market, and Add Passion to the Bottom LineTune in now as we chat with Broc about the power of authenticity and trust when cultivating long-lasting relationships, digging deeper to ask the right questions when choosing an insurance partner, and how to align values and goals to spark collaboration. 

Mary Wisniewski is the editor-at-large at Cornerstone Advisors, where she shapes content strategy. In journalism since 2008, covering banking innovation and fintech with brands such as Bankrate and American Banker, Mary offers unique insights into the evolving financial services landscape. Her most recent work focuses on how companies are adapting their strategies to connect with the next generation of under-30 investors, financial planning clients, and employees. Appreciating Gen Z’s focus on self-care, work-life balance, and pursuing passions beyond financial success, Mary recognizes an excellent opportunity for banks, credit unions, and other financial services companies to engage a generation with distinct concerns and goals. Mary frequently speaks at industry events, in the media, and as the host of her podcast, “Money I$n’t Everything,” sharing strategies and research for better understanding and serving Gen Z.Featured Resources  Mary Wisniewski on LinkedIn Money I$n’t Everything Podcast Frich Webinar: Z Hits Different: How to Better Acquire and Engage a New Generation White Paper: Z Hits Different: How to Better Acquire and Engage a New GenerationEnjoyed This? You’ll Also Love:  Tips and Trends for Hiring and Onboarding the Right Team in Financial Services Firms with Caleb Brown How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough Unlocking The Power Of Innovative Hiring For Employee Retention And Success with Yonhee Choi Gordon

We talked with Jennifer about:How she helps create healthy businesses through operations, connecting health to employee satisfaction and community impactThe processes of organizing operational priorities — from visualizing to breaking down goals into actionable steps with team involvementWhy successful implementation requires both digital tracking tools and visual reminders, with a focus on celebrating wins and communicating the “why” behind changesFeatured Resources My Virtual COO websiteJennifer Goldman on LinkedInMy Virtual COO contact formEnjoyed This? You’ll Also Love:Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That AdvisorBlind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity LarsenHIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski

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 professionals providing access to valuable resources and opportunitiesFeatured Resources  The HIFON Website Join HIFON Shaun Kapusinski on LinkedInEnjoyed This? You’ll Also Love: How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops EOS® Strategies for Financial Services CompaniesAbout Shaun Kapusinski:Shaun Kapusinski is the senior director of technology at Sequoia Financial Group and founder of HIFON: The High Impact Financial Operations Network. Experiencing rapid growth at his firm, Shaun experienced a common challenge among operational leaders at RIA firms — feeling isolated, untrained, and unsure. Searching for a space similar to the connections he enjoyed at industry conferences, he started a virtual study group with a handful of contacts. Fourteen years later, HIFON has evolved into a more prominent community dedicated to empowering hundreds of professionals and advancing the RIA industry. Open to firms of all sizes and locations, firm memberships include access to valuable feedback and expertise, an active discussion board, and a resource library of shared templates and documents. The virtual hub continues to grow, offering connection and collaboration across the RIA space. 

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 clients and themselves. Whether they want to become an owner-leader, build a higher-functioning team, hire the right people, or stop giving away their time and expertise to the wrong clients, she helps clients change their mindset and achieve their biggest goals with confidence and ease. Never one-size-fits-all, Jody tailors her approach to each client's unique needs, thinking, workstyles, and goals.Featured Resources  The Human Skills Institute Jody Jacobson on LinkedIn Email Jody for free time management resources or to schedule a complimentary 30-minute callEnjoyed This? You’ll Also Love: Trends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma Using a Coach Mindset to Unlock Your Full Leadership Potential How to Align Your Values with Your Career and Service Model

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, ensuring their businesses are resilient in the face of digital challenges. He is also the co-host of the ”Ransomware Rewind” podcast, which covers major data breaches, digital privacy issues, and the quirks of internet culture with a mix of humor and insight.Featured Resources  Joe Erle on LinkedIn C3 Cyber Insurance 24/7 End-Point Detection and Response (EDR) Systems, such as Artic Wolf Solutions, SentinelOne, and CrowdStrikeEnjoyed This? You’ll Also Love: Building an Insurance Firm Through Authentic Relationships and Value Alignment with Broc Buckles Educating Financial Advisors on Healthcare Planning with Cole Craven Cybersecurity: How to Proactively Outsmart Cyber Threats For Your Financial Services Firm

Jake DeKinder is the head of Client Communication at Dimensional Fund Advisors, where he oversees a broad range of initiatives designed to foster deeper connections with clients. His role encompasses managing conferences, webcasts, industry events, study groups, and communities, ensuring these interactions are both impactful and aligned with client needs. Jake transitioned into this role after years on the sales team, recognizing the need for more structured communication efforts. He leads a team dedicated to integrating direct feedback from advisors into their offerings. Under his leadership, Dimensional’s virtual engagements have thrived, especially during the COVID-19 pandemic.Featured Resources  Jake DeKinder on LinkedIn Dimensional Fund Advisors on Twitter Dimensional.comEnjoyed This? You’ll also love:   Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners  Reaching Gen Z: How Financial Services Companies Can Engage and Hire the Next Generation with Mary WisniewskiTune in now as we chat with Jake about how to create exceptional client experiences while adapting to trending changes, the power of client referrals, and the challenges that come along with growth as the advisory landscape evolves.

Brandon Lovingier, ChFC®, MQFP® aka The Enlisted Money Guy™, served over 18 years in the Army — including deployments to Iraq and Afghanistan. After navigating his own financial challenges, he became committed to helping other service members avoid similar mistakes he made and achieve financial freedom. Through his Enlisted Money website, blog, and educational videos, Brandon shares practical resources and strategies to empower the military community to make smart financial decisions.Featured Resources Enlisted Money Enlisted Money Confessions Enlisted Money Success Stories MilMoneyCon ChooseFI Military Facebook Group Military Financial Advisors AssociationEnjoyed This? You’ll Also Love A Journey from Army Officer to Fee-Only Financial Planning through Reading and Teaching with Ian Gates Scale Your Financial Services Team By Hiring Military Spouses With Instant Teams Financial Literacy: The First Step in Becoming Your Own Money Boss with Jamie Bosse

In this episode, Out & About’s Content Director, Tiffany Silverberg, joins Lauren to break down the ripple effects of the recent CFP Board recruiting campaign that missed the mark and stirred up unintended reactions. They share valuable takeaways as to why aligning marketing efforts with your brand’s voice, personality, and values is crucial in providing necessary guardrails to avoid similar missteps. They also explore how, even with the best intentions, marketing in the digital world is never truly isolated to a single audience, presenting unique challenges and opportunities—such as a chance for the CFP community to step up and showcase the true value of their profession.