Out & About Communications

? With year-end tax planning in full swing, On Purpose guest Catherine Tindall, CPA, shares why it’s the perfect time to refine your tax strategy to support your firm’s future. Listen to Catherine’s insights on leveraging growth projections and aligning your strategies for a strong new year: https://lnkd.in/eXf8dZgQ #TaxPlanning #FinancialAdvisors #DigitalMarketing #FinancialPlanning #YearEndTaxPlanning

Collaboration can elevate your business ?? Dr. Mary Carlson, president and founder at Financial Behavior Keynote Group, is a firm believer in the blue ocean mentality — meaning there’s enough opportunity for everyone. Instead of competing, she and her team focus on leveraging each other’s social networks to amplify their collective impact. Tune in to Mary’s On Purpose interview for more about how she challenges the lobsters in a bucket mindset: https://lnkd.in/gPwtpUZR #OnPurposeSpotlight #Collaboration #BusinessGrowth

Are generic tax solutions costing your firm money? ?? Catherine Tindall, CPA, joins the podcast to explain the nuances of tax planning for advisors and the value of working with a tax pro who knows your industry. Tune in for key conversations you can have to enhance your tax planning experience and build an effective strategy that supports your firm’s growth. https://lnkd.in/eXf8dZgQ #TaxPlanning #FinancialAdvisors #DigitalMarketing #FinancialPlanning #YearEndTaxPlanning

Get to know Ellie Alexander, our design director at Out & About! She is passionate about helping clients define and refine their brands to achieve their goals. With experience at traditional ad agencies and boutique firms, Ellie loves uncovering the unique assets of each business and leveraging them for brand growth. When she's not working on creative designs, you can find Ellie in her vegetable garden or tackling home improvement projects with her power tools. She also enjoys exploring with her husband and their two young children. #OATeam #MeetTheTeam #BrandDesign

Are you a financial advisor looking to serve our military heroes better? Get insights from Brandon Lovingier, ChFC?, MQFP? about getting familiar with military culture and meeting service members where they feel valued and understood. Hear more on the podcast: https://lnkd.in/egsxCKrn #OnPurposeSpotlight #FinancialPlanning #FinancialAdvisors #MilitaryMoney #MilitaryLife

Is your CPA just filing your taxes? That’s the baseline. Are they creating a strategy that supports your long-term goals? That’s where growth happens. ?? Catherine Tindall, CPA, with Dominion Enterprise Services, shares why a holistic tax planning approach leads to better advice and outcomes. Listen in: https://lnkd.in/eXf8dZgQ #TaxPlanning #FinancialAdvisors #DigitalMarketing #FinancialPlanning #YearEndTaxPlanning

From a growing network of military financial planners to on-post counseling, On Purpose guest Brandon Lovingier, ChFC?, MQFP? explains how understanding and maximizing available benefits and resources can make a huge impact. Hear more in this episode: https://lnkd.in/egsxCKrn #OnPurposeSpotlight #FinancialPlanning #FinancialAdvisors #MilitaryMoney #MilitaryLife

We’re excited to be featured on Kitces.com! A huge thank you to the Kitces team for the opportunity to collaborate on this piece. Check out our article about choosing the right outsourced marketing provider and what it takes to launch a successful partnership: https://lnkd.in/edGuZrtB #OutsourcedMarketing #Collaboration #BusinessGrowth #DigitalMarketing #MarketingStrategy

Happy three-year work anniversary to Olivia, our brilliant marketing implementation specialist! ?? She has the perfect blend of creativity and technical expertise, always finding ways to bring ideas to life and improve efficiencies. We love hearing her stories from world travels, enjoying the harmony of her musical and theatrical adventures, and being inspired by her beautiful floral creations. Thank you, Olivia, for the magic you bring to our team! Learn more about Olivia: https://lnkd.in/eVggAd3Q #OATeam #WorkAnniversary #TeamAppreciation #DigitalMarketing

Ever had a beautiful document get mangled after being passed between Google Drive and Microsoft programs? ?? Fonts disappear, layouts shift, and your polished designs can transform into something wacky when opened in a different program. In our latest On Purpose podcast, Out & About’s Ellie Alexander shares tips for navigating the pitfalls and challenges of cross-platform compatibility. Catch this episode to hear more about keeping your work haunt-free across platforms: https://lnkd.in/e5D7zSrE #OnPurposeSpotlight #Websites #CaseStudy #DigitalMarketing #WebsiteDesign #WebsiteDevelopment #WebDesignHorrors