Currently #8: Becoming a CFP, Freakonomics Radio, & Reclaiming My Time

You didn’t ask, I answered. I’M READING… Side Hustle by Chris Guillebeau Despite my deep aversion to the word hustle (especially when preceded by the word side) here I am, reading Side Hustle. I just finished The $100 Startup by him and I’m reading these books not so much for my own projects, but because I’m always interested in what marketing/business/financial advice small business owners are finding useful. How are we talking about this stuff? What’s resonating...

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Are You Selling the Wrong Thing?

“NO PHOTOS.” That’s what the sign said in front of this man’s booth at the Chelsea Market. He was selling shirts with fun quirky patterns on them. You know, the kind of locally-made-limited-run thing you’d expect to see for sale at an art market. When I see a sign like this my reaction is always… What are you scared of? Are you scared that someone’s going to steal your idea? That someone is going to copy you? If all it would take for you to lose customers is someone showing...

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A Marketing Primer for Financial Planners

You’re a financial planner. How do you get clients? How do you get people to see the value in what you do and choose you over other options, including the option of doing nothing at all? More specifically, how do you get the right clients? You know, the ones that don’t make you want to gouge your eyeballs out with a spoon when you’re on a call with them. I got to see Seth Godin speak at the Smart Hustle Small Business Conference in New York City last week and someone in the audience, a...

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Budgets, Buckets, and Home Equity According to Thaler

Welp, I’ve officially gone down the rabbit hole that is behavioural economics. Because I’m consumed by this ‘How do people money?’ question. How do people feel about, think about, and spend their money? I’m reading Thaler’s Misbehaving thanks to some great Twitter recommendations and I just got through section two on Mental Accounting, which was all kinds of up my street. Acquisition versus transaction utility, sunk costs and payment depreciation… you know, the good...

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Week in Marketing #3: Roots, Catbird, Duracell & the Washington Post

In which I chat you through some of the top notch, cringy, or just interesting marketing bits I’ve stumbled across in the last week. Still quite rambly, I KNOW GUYS, I know. Pondering if I should make a serious effort to keep these under 10 minutes by limiting them to 3 things each video, and/or if I should try grouping some of these around a common theme i.e. retail, finance, twitter ads, billboards, etc. I’ll experiment and see where it takes me! This week I talk...

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Lessons From the First Sears Wish Book Catalog

How fan-freaking spectacular is this. I mean, LOOK AT THIS MAGIC. A page from the first Sears Wish Book catalog published in 1897. Seven hundred and eighty-six glorious pages of… This. The copy is straight wizardry, written by Richard Sears himself. (Big ups to the internet hero who found and uploaded pages from the original catalog here.) I started reading The Long Tail by Chris Anderson this morning and he talks about how Sears and Roebuck’s began as a mail order catalog company and...

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What’s it For?

Your website. Your Twitter account. Your ad campaign. Your software update. The product you’re building. The brochure you’re designing. The event you’re organizing. The course you’re launching. What’s it for? It’s no secret that I’m a huge fan of Seth Godin’s work and that he’s changed the way I think about marketing. I just completed The Marketing Seminar he founded and started running this past spring and this is something we talked about a lot. Why are you doing it...

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Is Your Marketing a Comparison Trap?

We spend so much time worrying about the other guys. How do we stack up? How do we convince people we’re better? We want to stand out. We want to be the go-to financial planner for young professionals or the preferred webinar software for solo-entrepreneurs. But something I’m noticing is that so many businesses build websites or curate social media feeds that look and sound exactly like everyone else in their space. They model themselves after another financial planner or webinar software...

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Currently #7: How Should a Person Be, Behavioural Economics, and Saving for NYC

You didn’t ask, I answered. I’M READING… How Should a Person Be? by Shelia Heti Okay, ~technically~ I’m currently reading Thrive by Arianna Huffington but I finished this one a couple days ago and have to mention it because it was SO GOOD. And because despite being halfway through Thrive I don’t have strong feelings about it yet… It had been a long time since I’d read anything close to fiction (my Goodreads is pretty solidly marketing/self-development...

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“If They Only Knew What We Know” is the Wrong Way to Think About Marketing

“If only they knew what we know.” That’s a really enticing concept. The idea that if people simply knew what we did then they’d do what we do. “If I could just show them, if I could prove to them, if I had the chance to explain…” The idea that if people would read our brochure or watch our webinar then they’d get it. They’d understand why they should buy locally made furniture instead of shopping at IKEA or why low investment fees are so important. Then they’d buy our...

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