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Master the Family Business Dynamic: Proven Strategies for Growth and Harmony

Master the Family Business Dynamic: Proven Strategies for Growth and Harmony written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Michael Mirau

In this episode of the Duct Tape Marketing Podcast, I interviewed Michael Mirau, a seasoned business coach and consultant specializing in family business coaching and business growth for middle-market companies and nonprofits. Mike shared insights from his newly released book, The Family Business Manifesto: A Roadmap to Peace in the Family and Prosperity in the Business.

During this conversation, Michael dives deep into the critical challenges that family businesses face, such as balancing personal relationships with professional responsibilities. He offers actionable strategies to ensure leadership transitions are smooth and provide a roadmap for long-term business growth.

Key Takeaways

  • Family dynamics add complexity to business operations, requiring clear boundaries between personal and professional roles.
  • Leadership transitions in family businesses need careful planning to avoid resentment and conflict.
  • Successful family businesses set clear expectations and treat family members equally to foster respect and accountability.
  • Healthy relationships are crucial for long-term success and business growth in family-owned enterprises.
  • Mike’s strategies focus on creating sustainable systems that promote both family harmony and business prosperity.

Chapters

[00:00] Who is Michael Mirau and what are Family Business Dynamics
[02:59] Challenges Unique to Family Businesses
[05:57] The Importance of Healthy Relationships especially for family business
[09:00] Navigating Leadership Transitions
[ 12:01 ] Example of How to Compete as a Service Business
[14:30] Intentional Succession Planning
[18:50] How to connect with Moreau and resources for family businesses

More About Michael Mirau:

 

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John Jantsch (00:01.128)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Mike Mirau. He is a business coach and consultant specializing in middle market companies and nonprofits. Through his proactive strategic excellence process, he has helped organizations become healthy, scalable, and focused on growth. Today we’re going to talk about Mike’s new book, The Family Business Manifesto, A Roadmap to Peace.

in the family and prosperity in the business. It’s just been released and you’re going to be able to get it wherever you buy your books. So Mike, welcome to the show.

Michael Mirau (00:36.13)

Great, thank you John, it’s pleasure to be here.

John Jantsch (00:38.888)

So are there a category of differences between a family business and, I don’t know, let’s call it a regular business? I mean, are there certain things that are inherently different about a family business?

Michael Mirau (00:50.68)

There are actually, and what’s really interesting is when we started our research, we actually started researching for this book about four years ago. And through a series of interviews with family business owners, we identified some very clear differences between a normal business and a family business. And, you know, some of them are kind of, yeah, right. Duh. Yeah. They’re, definitely different, but the, the,

dynamics of a business dramatically change when you have family involved. And so what we found when we did the research was that they, they experienced the same challenges that a normal business has. Like, how do we grow? How do we be more efficient? How do we be more effective? How do we hire and retain top tier talent? All of those, all those issues are the same, but when you add a family member,

You add a relationship dynamic. I mean, literally John, I just got an email from a client whose husband is a husband and wife that working in this company and the husband just resigned because he and the wife could work together. That’s it. That’s it. And, it’s so, it’s so interesting. And he was a key member of the leadership team.

John Jantsch (02:05.972)

I’m either going to resign or we’re going to get a divorce, right?

Michael Mirau (02:17.132)

You know, he carried a lot of the administrative responsibility of the organization and you know, we’re sitting here trying to schedule our next meeting and he doesn’t want to participate. And I’m like, okay, he declined the meeting. And then I get the email saying he’s resigned from the leadership team. And I’m like, my gosh, what’s going on over there? So that’s an example of the kind of stuff that you encounter when you have the family dynamic. You said it well, do we work together or do we get a divorce?

You know, so sometimes people in families, the, the, the relationship carries into the business and it has an impact and you’re, you’ve got a family business. You, know, exactly what I’m talking about.

John Jantsch (02:59.806)

Yeah. I do. I do. do. don’t think I started it as such. You know, a lot of people really do. mean, my, my daughter essentially runs our company, but, you know, it was a surprise to me, that she even had any interest. You know, I didn’t, I didn’t kind of lay awake thinking, you know, my legacy is through, you know, another generation. but I absolutely love having her in the business.

Michael Mirau (03:17.281)

Right.

Michael Mirau (03:25.494)

Yeah. Well, I own a small printing company, that is a specialty printing company has a very distinct niche. And we talk a little bit about this in the book, my daughter and son -in -law run that company. Okay. I am very much on the peripheral. help when I, when I need to, but it’s their business, so to speak, but yet I’m still actively involved. And, and so.

John Jantsch (03:44.691)

Yeah.

John Jantsch (03:48.116)

Yeah, yeah, yeah.

Michael Mirau (03:53.506)

There are certain things you can talk about with family and you don’t talk about with family. And what’s really funny is when we get together with my daughter and son -in -law, the very first thing my wife says is don’t talk business. You know, let’s, let’s talk about family stuff, not business stuff. And that’s the challenge that you run into is, is everything kind of the whole universe kind of evolves around the business. And that’s one of the challenges that we found in our research is, is.

John Jantsch (04:06.184)

Yeah, right, right, right, right, yeah.

John Jantsch (04:12.104)

Yeah.

John Jantsch (04:21.618)

Yeah, there’s no off.

Michael Mirau (04:22.802)

It’s hard to turn the business off and deal with the family stuff. So it’s really interesting, the dynamics and there’s all kinds of stories in the book about situations that don’t go well and situations that do go well. So it’s not a doom, doom book. You know, if you’ve got a family business, you’re, you’re in trouble. It’s actually, it should give people confidence that if you can figure out how to navigate some of those dynamics.

John Jantsch (04:25.384)

Yeah. Yeah. Yeah.

John Jantsch (04:37.736)

Mm -hmm.

John Jantsch (04:42.844)

Yeah, yeah. Yeah.

Michael Mirau (04:52.78)

You can have the peace and the family that we talk about.

John Jantsch (04:55.762)

Yeah. I wonder how important, and I suppose every relationship’s different, but I wonder how important, know, people that, that, you know, sometimes people don’t have the healthiest relationships, as a family. but yet, you know, it’s like, no, you’re going to work here and whether you want to or not, you know, maybe in some cases. So I wonder how important it is. Like, like my daughter and I have a great relationship outside or at least I like to think so outside of the business. and so I feel like we work together.

Well, inside the business, but do you think that that’s crucial?

Michael Mirau (05:29.1)

I think it is. and, you know, it all comes down to trust and how much we ascribe motive to what people do. And what’s really interesting family, just family dynamics. I tell people this all the time. If you looked up the term dysfunctional, you could put my family tree and my wife’s family tree right there. And you would see dysfunction all the way through on both sides.

John Jantsch (05:30.707)

Yes.

Michael Mirau (05:57.73)

And, and so we’ve had to deal with that. You know, both of our parents divorced, some of our siblings have divorced and we’ve seen the dynamics and the impact of that on the kids, on the extended family and things like that. And when you bring in dysfunction that already exists in a family, gets multiplied in the business. It’s almost like it’s shines a spotlight on it and says,

John Jantsch (06:24.264)

Yeah, yeah.

Michael Mirau (06:27.704)

Let’s blow this up. And it plays out in behavior. You see that. so it all comes back to the relationship. I think you said it right. And what are we doing to nurture and develop that relationship? And we try to put some, in the book, we try to put some boundaries around that and say, you know, one of the very first keys, we talk about five keys to having a successful family business. Key number one is you check the relationship at the door.

John Jantsch (06:29.448)

Yeah. Yeah.

John Jantsch (06:58.152)

Right. Right. Right.

Michael Mirau (06:58.186)

Okay. When we’re at work, it’s not father daughter. It’s not father son or husband wife. It’s who’s in charge and who’s doing what. Okay. You do your job. I’ll do my job. And if I’m the boss, if I’m in charge, then you have to respect me as the boss. Okay. And you know, having a daughter, I don’t know about your daughter, but my daughter went through this period of time where

John Jantsch (07:08.68)

Right. Yeah.

Michael Mirau (07:26.028)

You know, dad was just an old guy, didn’t know anything. And then, then all of a sudden she realized, Hey, I’m maybe do know a little bit about some things. And she was more open to some of the conversations we were having, but every once in a while that, kind of rebellious daughter kicks in, dad, that won’t work here. We can’t do that. Well, we, rarely ever have to play the authority card, but sometimes you have to.

John Jantsch (07:51.218)

Yeah. It’s interesting you say that because I mean, I think probably one of the mistakes people make is that they don’t do your best practices that you do in any kind of business. Right. mean, just like you said, leadership is leadership and you know, delegation is delegation and reporting and accountability are, you know, parts, right. And, and to actually just say, no, I know them, I trust them. They’ll get the work done, but everybody else is held to, you know, a report card. So, so really that’s probably one of the big mistakes, isn’t

Michael Mirau (08:01.175)

Yeah.

Michael Mirau (08:10.051)

Yeah.

Michael Mirau (08:14.958)

Sure.

Michael Mirau (08:20.888)

Assumptions are one of the biggest challenges that we find is that, I just assumed they would come in and work hard for the family business. Yeah. Good luck. Good luck with that. we, mean, there, and there’s some stories in there about, and you know, the thing is, especially when you’re a parent and your, your child, comes into the business, you know, we love our kids and there’s nothing we wouldn’t do for our children.

John Jantsch (08:28.404)

Right,

Michael Mirau (08:50.344)

And, sometimes when we play parent at work, we let them get away with stuff that other employees would not get away with. that’s, but I guarantee you, and it just, we talk about this in the book, you know, the, the, the five keys are check the relationship of the door, have clear roles and responsibilities. Third one is treat everyone the same.

John Jantsch (09:00.44)

But they’re seeing, but they’re watching.

Michael Mirau (09:17.762)

You can’t have them coming in late and leaving early and skipping days work. Everybody else thinks, I can do that too. And they lose respect for the family member and that, that causes it. does, it does has a huge impact on the culture.

John Jantsch (09:25.374)

Yeah, yeah.

John Jantsch (09:29.904)

And kind of destroys the culture too, doesn’t it? Yeah. What about transitioning to leadership? I know that that’s, know, lot of times a family member will come in and, they’ll come in as the intern maybe even, as, as, you know, whatever role, but you know, probably there’s some hope that they’re going to rise up and learn to business and want to stay. is there, you know, I think for a lot of leaders actually transitioning out of the leadership, you know, is hard.

Michael Mirau (09:57.368)

Mm

John Jantsch (09:57.524)

Is it harder in a family business or are there certain things that you need to do to really make that a smoother transition?

Michael Mirau (10:05.432)

Yeah, first of all, starts with, they have a desire to do that? We can’t say, boy, it’d be good for you to take this over. Honestly, that’s where we’ve seen the success in the research was those families where the kids saw their future as part of the business as opposed to feeling like they have to work in the family business. Now I grew up in a family business.

John Jantsch (10:09.138)

Right, right, right, right, right.

John Jantsch (10:29.864)

Mm -hmm.

Michael Mirau (10:31.982)

Okay. My father, we ran a service station in farmersville, Texas. And so at the age of 12, dad said, get up, you’re going to work.

John Jantsch (10:40.724)

I’m envisioning the two pump station on the corner of a dusty dirt road, right?

Michael Mirau (10:46.254)

Texaco. Yeah. Yeah. Yeah. Well, it was a highway, but, it was, it was plenty dusty, no doubt. And, and it was, we had, we were a full service gas station. So we pumped gas, cleaned the windows, checked the oil, aired up the tires. mean, we did everything and it was really funny. One of the great lessons I learned from my father was number one, the work ethic. Okay. I got to watch how he worked.

And, and he was a brilliant man. mean, he could create anything out of, mean, he was MacGyver before MacGyver existed. I mean, he could come up with ways to do things, create tools, things along those lines, but it was really interesting. I saw one of the key lessons I learned from my dad was how to compete with other, other folks. was a Texaco station about three miles up the road from where we were.

And this was a time when full service stations were converting to self -service gas. Okay. And it hasn’t always been self -service. You know, the, the, generations, they’re, they’re not used to somebody coming out and pumping their gas and Oregon, Oregon. Yeah. Yeah. Yeah.

John Jantsch (12:01.672)

think there’s still a couple of states that do that though. it’s, yeah, Oregon and I want to say New Jersey maybe even that it’s actually mandatory. Yeah.

Michael Mirau (12:09.324)

Yeah, I got in trouble in Oregon at the airport because I was pumping my own gas and got come out. What are you doing? I’m putting gas in the car. But what happened was this station up the road decided to go self -service. My dad said, you know what? We’re going to lower our gas price to equal theirs, but we’re going to still deliver full service. We got all the gas business and all the mechanic business because of that. See, he figured out a way for us.

because we didn’t make money on gas. Gas is low margin, but where we made money was in putting tires and fixing flats and front end alignments and brake jobs and all that. And we got all of that because they were buying gas from us. And so it was really an interesting lesson of how can you position yourself and deliver more value so that you can beat the competition. That was one of the lessons I learned. And that’s one of the great things about

John Jantsch (12:40.147)

Yeah, the

John Jantsch (12:45.961)

Mm

John Jantsch (12:51.07)

Yeah.

Michael Mirau (13:07.395)

family members coming into the business is there’s no better way to learn how a business functions than from somebody who’s been doing it their whole life, who are the, as Michael Gerber calls in the E -myth, great technicians. Okay. And, and so they can have an opportunity to come in, but they got to want to do it. I mean, there was a HVAC company that I worked with where the dad and mom basically worked in the business.

John Jantsch (13:18.643)

Thanks

John Jantsch (13:22.121)

Right.

Michael Mirau (13:35.842)

They had eight technicians and one of the conversations we were having was about succession. He wanted to retire and we’re like, okay, were you, you plan to sell the business? What do you, what, what are you going to do? And he says, well, I want my son to take it over. I said, does your son want to take it over? The son was a baseball coach. He was a baseball coach at a high school, very successful.

And they called him one day and says, we want you to stop being a baseball coach and come work for the business. You know, and of course, being a faithful son, great relationship with his father. He fully trusted that his father had his best interests in heart. This guy knew nothing about the air conditioning business. And so bring brought him in, put him in charge of the cruise. Well, immediately the crew didn’t respect it because he didn’t know anything.

John Jantsch (14:26.964)

Yes. Right.

Michael Mirau (14:28.298)

And, and he was, he was set up to fail from day one. And honestly, his heart was never in it. He never felt like this is what he wanted to do. And so what eventually happened and it’s, it’s kind of a tragic story within about a year after that happening, dad dropped dead of a heart attack. Just fell over dead one day. And so mom called me and says, I don’t know what to do. I said, well, is, is Joe going to.

John Jantsch (14:47.7)

Mmm.

Mm.

Michael Mirau (14:57.25)

going to stay with the business. She goes, he hates this business. And so we talked through our options. Eventually they made the decision to sell the business. And so even though, the, the father’s desire was for the son to take it over and perpetuate and turn it into, and it was a very profitable, very lucrative business. They were doing very well, but the son just didn’t have the desire. And so you’ve got to get their buy -in to going that route.

John Jantsch (15:00.861)

Mm.

John Jantsch (15:21.694)

Yeah.

Michael Mirau (15:25.196)

That’s the beginning. Cause if they, have this, this, feeling of, I don’t have a choice or, I’m made to do this. There’s always some hidden dissension in their, in their process. And that plays out into behavior.

John Jantsch (15:42.59)

You know, one of the things, you know, sadly still in this country at least, you know, business leadership is male dominated. However, family business is a tremendous opportunity, I think in many cases, or at least a unique opportunity for a woman to really, you know, easily move into a leadership role. Yeah.

Michael Mirau (16:01.262)

Totally agree. Totally agree. And that’s one of the plus sides we talk about in the book is that, that a family business is one of the greatest ways to accumulate and perpetuate wealth in a family, whether it’s sons or daughters. Some of the most successful family businesses I’ve been a part of have women leaders where the women are the, the, the CEOs and, and they have, and this one, I was just talking to you about.

The wife is the CEO. Okay. The husband was the C O O and, so that creates some unique dynamics when, know, in the home, the husband is typically recognized as the head of the house, but at work, the wife is the head of the business. And, and so you’ve got some, some natural conflict there, but the, the perpetuating the business that the kids got to want to do it.

And, you know, we, we, we share this example in the book for the, 15 years of my corporate career. worked for a family business, very large, multi -billion dollar corporation. And it, you know, and then because there’s really a big family business, you know, like seven of the top 20 fortune 500 companies are family businesses. Walmart exactly. Yeah.

John Jantsch (17:19.38)

the

John Jantsch (17:24.884)

Yeah, Walmart, BMW, BMW, mean family businesses.

Michael Mirau (17:29.41)

Yeah. Walmart, the richest, some of the richest people in the world are the family of the Walmart kids. Okay. And so the, but what, happened at, at, it was interstate batteries and what norm did, and I thought this was brilliant. His son wanted to be in the business, but he really didn’t have that, that background. Okay.

John Jantsch (17:34.824)

Yes, yes, yes.

Michael Mirau (17:56.226)

So he wasn’t ready to step in and take over. That would have been a disaster if that had happened when he first came into the business. So what Norm did was he asked Scott to work in every department in the business for a period of time. He actually worked, I was in the IT department and he worked in our group for a while and then he went to marketing and then he went to accounting. This guy probably had a better knowledge of all the inner workings of the organization, but it was by design.

It wasn’t accidental. was to get Scott ready to take over. And he did. And what happened was when, when Norm stepped out and became chairman, and they had had a, a CEO in between, that helped grow the company and had done good stuff, but the guy had had kind of damaged some relationships, with the distributor base.

John Jantsch (18:49.961)

Mm.

Michael Mirau (18:50.638)

Eventually, no one felt like he needed to make a change in order to, get those relationships back. So Scott comes in, rebuilds those relationships and they have the greatest period of success in the history of the company. And Scott did an amazing job for 10 years as the CEO. And just recently, like in the last couple of years, Scott has stepped down and they’ve got a new CEO. That’s not a family member, but it’s really interesting when I went to work for them.

The first day I was there everybody in the office asked me, are you related to? I’m not related to anybody. Well, how’d you get the job? It’s like everybody in the company was related to somebody. But it’s a great example of how that succession worked out and it’s being intentional about it.

John Jantsch (19:25.15)

You

John Jantsch (19:29.486)

That’s right.

John Jantsch (19:38.878)

Mm

Well, Mike, I appreciate you stopping by the Duct Tape Marketing Podcast. Where can people find out more about your work and the family business manifesto?

Michael Mirau (19:49.038)

Well, it’s available on Amazon. and I’ll, I’ll be happy to send you the link to that. The, and right now we’ve got the, the, Kindle version is available for like 99 cents. So this is a good time to, to, get a copy. The, the other thing is, we’re, starting a, a new coaching program and it’s called family CEOs. And they could go to family CEOs .com.

John Jantsch (19:54.932)

Mm -hmm.

John Jantsch (20:02.164)

Okay. Yeah.

Michael Mirau (20:16.546)

and find out about what we’re doing there. And there’s also a link there to the book and, and that’s where they can get in touch with me if they have some questions or, or want to talk about their business.

John Jantsch (20:28.709)

Well, again, I appreciate you taking a few moments to stop by. Hopefully we’ll run into you soon one of these days out there on the road,

Michael Mirau (20:34.592)

you bet john it’s pleasure man

The 7 Ways You Might Be Doing Email Wrong

The 7 Ways You Might Be Doing Email Wrong written by John Jantsch read more at Duct Tape Marketing

 The Duct Tape Marketing Podcast with Jay Schwedelson

In this episode of the Duct Tape Marketing Podcast, I interview Jay Schwedelson, a leading marketing expert in the US known for his research-backed approach. He’s the Founder of SubjectLine.com, a top-ranked free subject-line rating tool, and has tested over 15 million subject lines.

Jay Schwedelson also founded GURU Media Hub, hosting the GURU conference, the world’s largest email marketing event, attracting over 50,000 attendees annually. His popular podcast, “Do This, Not That!: For Marketers,” is a top-rated marketing podcast in the U.S. Through Outcome Media, Jay’s team runs over 40,000 campaigns annually for top global brands. He’s been recognized as a top industry leader and inducted into the Hall of Fame at the University of Florida College of Journalism and Communications.

We discuss the importance of subject lines in email marketing and share tips for improving open rates. We also cover:

  1. The significance of call-to-action buttons
  2. The timing of email sends
  3. ESPs’ (Email Sending Providers) role
  4. The relationship between email and landing pages
  5. List hygiene and the impact of AI and privacy on email marketing

Key Takeaways:

Subject Lines: Your subject lines are crucial for getting emails opened. Starting the subject line with a number or fully capitalizing the FIRST WORD can increase open rates, and using an ellipsis or a question mark at the end of the subject line can also pique curiosity.

Call-to-action buttons: CTAs should be written in the first person to increase click-through rates. The language should focus on what’s in it for your recipient rather than what you want.

Timing: We all know the timing of your email depends on the type and target audience. Newsletters do well at the start of the week, while offer-based emails may perform better on weekdays or weekends. Or do they?

ESPs: The selection of an ESP should be based on your business’s specific needs. Different ESPs specialize in various types of email marketing, such as B2C or B2B. When you’re tempted to blame your ESP, ask if you chose wisely.

Landing Pages: Email and landing pages should be closely connected. Emails should direct recipients to specific landing pages that are optimized for conversion. Social proof, such as testimonials, can make your landing pages more compelling.

List Hygiene: List hygiene is essential for maintaining email deliverability. Hard bounces should be immediately removed from the list, and soft bounces should be monitored and removed after multiple occurrences.

AI: AI is expected to significantly impact email marketing in the future. Apple’s iOS 18 will introduce AI-driven email bucketing, which will affect how emails are categorized and displayed on mobile devices.

 

Chapters:

[00:00] Introduction and Background of Jay Schwedelson
[03:09] Optimizing Call-to-Action Buttons
[05:22] Timing Email Sends for Different Types of Emails
[07:05] Creating a Seamless Connection Between Email and Landing Pages
[09:04] Maintaining List Hygiene for Better Email Deliverability
[17:04] The Future of Email Marketing: AI and Email Bucketing
[19:19] Conclusion and Contact Information

 

More About Jay Schwedelson:

Check Out his Website

Visit Guru Conference

Add him on LinkedIn

 

This episode was brought to you by:

ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

Wix

work in sync with your team all on one canvas, and reuse templates, widgets, and sections across sites. Create a client kit for seamless handovers and leverage best-in-class SEO defaults across all your Wix sites.

 

Jay Schwedelson (00:00): No matter who you are, it could be the NFL, Amazon IBM, Salesforce, I don’t care. Some portion of all your email will go to the junk folder and spam folder. It’s fact, every time you press send on an email campaign is an opportunity to test something. And it doesn’t have to be complex or sophisticated because a lot of people hear that like, oh, I don’t have time, I don’t have the infrastructure. I don’t want to do the setup. Listen, nobody does, right? All you want to do is what did we do last time? Okay, let’s try something else.

John Jantsch (00:30): This. Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Jay Schwedelson. He’s the leading marketing expert in the us known for his research backed approach. He’s the founder of subject line.com, a top ranked free subject line rating tool and has tested over 15 million subject lines. He’s also founded Guru Media Hub hosting the Guru Conference, the world’s largest email marketing event, attracting over 50,000 attendees annually. So Jay, welcome to the show.

Jay Schwedelson (01:02): Fired up to be here. Thanks for having me.

John Jantsch (01:04): So your agency in your literature mentioned that you sent out over 6 billion email messages in the last year. So I have to ask, what’d you learn? What are you seeing as trends going on in email?

Jay Schwedelson (01:16): Yes, we do send out a lot of email about half what we send out to consumer, half what we send out business. We always are seeing new trends and new things, and I guess the thing I try to think about is getting that email open. People just don’t realize the importance of that subject line. And so I think if people paid a little bit more attention to some of the small things that you can do to radically change the number of people opening up your emails, it can really improve the outcome and how you’re using email.

John Jantsch (01:40): Yeah, yeah. It’s funny, I’ve been sending email for years and I’m always puzzled by the fact you’ll look at your stats and it’s like this email got 15% more opens in last same time of the week, same time of day. It’s basically my newsletter subscribers. Y And I’m guessing you have discovered that subject line just really has a lot to do with people opening.

Jay Schwedelson (02:01): Yeah, I’ll give you some quick wins that you can do that literally cost you nothing, take three seconds to do, and they really do have an impact. So for example, whatever you start your subject line with really matters. Nobody actually reads the whole subject line. You could literally put the end of the subject line j’s a big loser and no one does see it because no one reads the whole thing, right? So what you put the first few characters matters if you start your subject line with an actual number, right? The number seven, the seven pitfalls. To avoid the three hottest fashion trends this winter, the five things every HR pro needs to know, just a number starting there will actually increase the percentage of people opening your email by about 15%. Why? Because it stands out a little bit. And when people are doing that social scroll in their inbox like, oh, wait a minute, I’ll take a look at this, and it’s in the subconscious.

(02:50): Other things that help you stand out is when you fully capitalize the first word or two words in your subject line, maybe it’s the word new or just released and you capitalize every letter in those first word to two words, it works so well. And then other little things that work, which sounds ridiculous, is at the end of your subject line, putting the three dots, the ellipsis, something that all SMB owners need to know dot, just putting those three dots. We are inquisitive. Human beings are inquisitive. We need to know the answer to stuff. So using those three dots or using a question mark, it will lift a percentage of people opening your emails by a ton. So little things, big impact. That’s what I’m all about.

John Jantsch (03:33): How far can you take that? I mean, I get a lot of clickbaity ones and they follow that formula. Five things you should stop doing today and then you get in there, it’s like these are five things everybody talks about. I mean, so do you sometimes run the risk of being so intriguing with the subject line that you then don’t deliver?

Jay Schwedelson (03:53): Well, that’s a great point. You need to deliver, right? So the way email works is it’s like links in a chain. You have a good subject line and they decide to open it up. Then you have a really compelling headline. Okay, I’m going to now go a little bit further. Now you start to deliver on the promise that you made in that subject line, that headline with whatever the bullets are or the offer that you made. And then you have a really compelling call to action button that doesn’t say something horrible like register or download. It says something really good, and then you get ’em to that landing page or that destination page. And again, you take ’em through each step. So if you’re not delivering on your initial promise that you made in that subject line, then you’re wasting everybody’s time. So I couldn’t agree with you more.

John Jantsch (04:33): Okay. I want to go back to something you just said because I get a lot of emails that say download or register in a button. What should they be saying?

Jay Schwedelson (04:41): So the secret sauce and email when it comes to the buttons in your email, your call to action buttons, those rectangular things, if you write them in first person, you’ll see an increased click-through rates by over 25%. What do I mean? So let’s say you were promoting a webinar and you had two versions of your emails and the buttons in one email said register. That’s what you want them to do. But then the other ones that you’re testing say, I want in or register versus save my seat. What sounds better to you? You get a little bit excited. Again, it’s in the subconscious. Nobody actually gets excited, but you have to think about what is in it for the person, not what you want. You want them to register, you want them to download, you want them to download that piece of content instead of download is Yes, I want my free whatever report, right? You want the person to feel that they’re part of the action and instead of telling people what to do, get them involved with doing that thing and it actually does matter and all these things cost you nothing and they take five seconds.

John Jantsch (05:44): Yeah, I always love the ones that write under. It says, no, I don’t want to be better looking and have a better sex life or whatever it says,

Jay Schwedelson (05:52): Those work so well, you’re a hundred percent right. The negative ones do better than anything. It’s phenomenal. I saw one for a newsletter the other day. It was Subscribe to this newsletter and it says, no, I can’t read. And I was like, it’s amazing. I was like, that is amazing.

John Jantsch (06:10): So you mentioned the testing word a couple of times there. Should we be constantly AB testing or whatever format you use, subject lines, even actual content? What’s your take on testing?

Jay Schwedelson (06:22): Every time you press send on an email campaign is an opportunity to test something. And it doesn’t have to be complex or sophisticated because a lot of people hear that like, oh, I don’t have time, I don’t have the infrastructure, I don’t have to do the setup. Listen, nobody does, right? All you want to do is what did we do last time? Okay, let’s try something else this time. If that’s the least that you could do and it’s not scientific, that’s okay. It’s better than not trying something new. Every time you hit send, you should be testing something. The key thing about testing is you always want to make sure your tests are different enough. The problem a lot of people make is they go, okay, we’re going to change this one little thing, right? This one image, this one little button. Your tests have to be really disparate from the last thing that you did or else small test changes equal small result changes. Significant changes equal significant result changes. Even if it doesn’t do as well, that’s important too. So testing always.

John Jantsch (07:22): Alright, so another T word timing used to always be like conventional wisdom was never send on a Friday or always send on a Tuesday at seven. I mean, are the rules around timing?

Jay Schwedelson (07:33): That’s a great point. It’s so funny. Everybody follows the herd. So everyone used to be like, well never send on a Monday or Friday because everyone’s upset that they’re at work or they’re looking forward to the weekend. It’s not going to do well. So what did everybody do? Everybody collectively with one brain, they start sending on Tuesday, Wednesday, and Thursday, which led to about 85% of all email being sent on Tuesday, Wednesday, or Thursday, which then led to everybody saying, oh, we should be sending on Monday and Fridays because nobody else’s, and it’s just unbelievable what we all do. But here’s the way you really should be thinking about it is not all email is the same. And I think that’s the problem in general. You have newsletters, you have promotional emails, you have transactional emails, you have all these different buckets, and so you need to find the right days and the right times for each of those things.

(08:19): So for example, newsletters, they do really well at the start of the week, Monday, Tuesday, and early in the morning, five to 6:00 AM that’s not going to do really well for your offer based emails, right? They’re going to be maybe 10:00 AM or 11:00 AM and if you’re on the consumer side, the weekend’s going to be the best time for you. So the type of email you’re sending is really important. And then in terms of how you’re measuring everything, what you really want to do is almost think of yourself as if you’re a swimmer, you just want to be beating yourself. It’s not, oh, what’s my industry’s average open rate, click-through rate. It’s like, who cares? It’s on my newsletter. I get an average open rate and click-through rate of this. And I tested this week and it did better than that and I beat myself and that’s great. And on my promotional emails, I tried Wednesday instead of Thursday and it went up from this to that. And you want to benchmark yourself and beat yourself, and that’s how you’ll find the right time and the right day and the right cadence.

John Jantsch (09:18): Yeah, I’ve actually had some of my best commercial successes on Sunday nights for business emails, and I think it’s just that’s when a lot of times business folks are kind of collecting their thoughts for what’s going to happen for the

Jay Schwedelson (09:28): Weekend. Totally agree. Absolutely.

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(10:37): So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today. Hey, digital marketers, this one’s for you. I’ve got 30 seconds to tell you about Wix Studio, the web platform for agencies and enterprises. So here are a few things that you can do in 30 seconds or less when you manage projects on Wix Studio. Work in sync with your team all on one canvas, reuse templates, widgets and sections across sites. Create a client kit for seamless handovers and leverage best in class SEO defaults across all your Wix sites. Alright, time’s up, but the list keeps going. Why don’t you step into Wix Studio to see more. So let’s talk about ESPs for a minute. They all pretty much have the same feature set, work the same. Is there something we should be considering? Should we be doing our own email servers? What’s your take on ESPs in general?

Jay Schwedelson (11:37): Yeah, so ESPs, email sending providers, they are the platforms that everybody uses to send out their emails. It could be the MailChimps Constant Contact, HubSpot, Salesforce, you name it. And first off, I don’t believe anybody should be setting up their own mail servers in house. Not because you can’t do it, but you can’t keep up with the changes and it’s impossible. It’s just not worth the time, energy, or money. And these platforms are relatively inexpensive, so nobody actually loves their ESP, they just don’t. So if you’re like, oh, mine’s not that great, I’ve never met a human being that’s like, oh my god, the best ESP, that’s not a thing. It’s some version of okay, not great. That being said, what should you be thinking

John Jantsch (12:15): About? Early days, people loved MailChimp. I will say that though, they had some rabid followers, not so much anymore because big and bought. But anyway,

Jay Schwedelson (12:25): You’re right. No, you’re right. Early on there were a handful of people like, oh my God, this is so cool. But now everybody, I don’t know. I just feel like everyone gets frustrated. And also unrealistic expectations. Here’s a secret that people don’t realize no matter who you are, it could be the NFL, Amazon IBM, Salesforce, I don’t care. Some portion of all your email will go to the junk folder in a spam folder. It’s fact. But people get frustrated when they send out an email like, oh, someone went to junk. My ESP must stink or whatever. And that’s just not true. But what I would tell, the advice I would give when you’re thinking about your ESP is different, ESPs are good at different things. So if you are doing direct to consumer email marketing, there are certain platforms that are really good for direct to consumer email marketing.

(13:10): If you are doing B2B or B2B SaaS company selling like accounting software to enterprise level contacts, there are ESPs that are focused on making sure their email deliverability to enterprise level business to business organizations is spot on. If your marketing to education professionals or government professionals, different ESPs have different specialties and the reason they specialize is they know how to navigate getting the emails into these organizations, into these things. So you really want to make sure whoever you’re going to be working with, what is their roster of clients? Do they look like you? Are they in the same market that you are? Because if they’re not, you’re probably using the wrong platform.

John Jantsch (13:48): And we could go way deep into the servers and why they get whitelisted and all those kinds of good things. But talk a little bit about the connection between email and landing pages. A lot of people are just sending out generic stuff, maybe they send you to our website, but a lot of times we’re sending out offers, but hopefully that offer is going to a specific landing page. Talk about the relationship of those two elements.

Jay Schwedelson (14:12): Yeah, it’s everything. I’ll tell you, one big fat mistake that everybody makes is that about 19% of all click-throughs and emails, regardless of what they’re promoting, are clicks on the logo within your email. Nobody ever thinks about that. And I would bet the overwhelming majority of people have their logo traffic going to their homepage and not the offer destination page, not the landing page. That is one in five clicks. The other thing that people do is they stick social sharing links at the bottom of their emails because that’s their format. But here you are, you have an offer. When you have an offer, all you’re hoping for is that offer gets taken advantage of. You’re not hoping for more people to follow you on Instagram. You’re not hoping people click on your logo, get homepage. So take every conduit to response and send them to that landing page.

(14:55): That’s where you want them to go. And then when they get to that landing page, think about everything. If somebody is filling out your form, are the fields laid out horizontally or vertically because vertically is going to do way better than horizontally. Are you asking too many must fill fields? If you’re asking somebody zip code, do you really need their state potentially? And make sure that on that landing page, you also have some kind of social proof that you put right near that final submit button where it says a quote or a testimonial from anybody at anything. These are the most comfortable socks ever. This is the accounting software that changed our company. One final testimonial right near that final button increases the conversion rate significantly, the last validation step. It’s that last thing for people to feel like, you know what, I feel comfortable doing this. So there are little things on your landing page that radically can change the outcome of your performance.

John Jantsch (15:52): It always drives me crazy, is people who use templated stuff and so it’ll have their whole navigation on the top. It’s like, don’t do that. What’s the one thing you want the person to do when they get here? Remove everything else. Tell you. Right. Let’s talk about list hygiene. You’ve been doing this for a while. We all know that. I don’t know what the statistics are, but I remember hearing at some point, 10 to 15% of your list goes bad, but every 90 days or something like that. And if you’re not cleaning it up, you really ruin your reputation. Talk about your, not just how important, but let’s just agree it’s important and what’s your approach to keeping a list clean?

Jay Schwedelson (16:27): Yeah, so the attrition rate annually is going to be at least 20% for your database. You’ll lose about 20% of your database. And a whole other topic we can get into is being intentional about growing your list. If you’re not intentional about growing your list, you’ll have no list within a few years. But in terms of data hygiene, if you are not at least once a year, I like to recommend twice a year using a email validation service and there’s a zillion of them and passing your data through an email validation service to look for spam traps, to look for problematic email addresses. You are on a path to total failure and horrible deliverability, and a lot of these services are super inexpensive and you need to be doing this. It’s like not going to the dry cleaner. If you have a suit and you’ve worn it 10 times, eventually you got to bring the thing to the dry cleaner because it’s going to be a problem. That’s how you should be viewing your database.

John Jantsch (17:18): And some ESPs are going to say, Hey Jay, you’ve been getting X amount of bounces. Clean it up or no more. Right? And so what should we be doing? Alright, that’s once a year. What should we be doing monthly? I mean, I mentioned bounces. Hard bounces should just be immediately taken on care of.

Jay Schwedelson (17:32): Yeah, so when you send out an email, some percentage is going to bounce and there’s really two kinds of bounces. There’s hard bounces and soft bounces, and any platform you’re going to be able to receive the breakout of those two things. A hard bounce must immediately be taken off your list because when you send out to your email database and you have hard bounces, the receiving email infrastructure that are out there, the Gmails and Yahoos and Outlooks and Comcast, all that stuff, when they see you trying to deliver to hard bounces, they think that you are a bad sender. They think that you are not caring about your database, and that is when they will flag you. That is when you’ll go to spam and junk is for not removing your hard bounces. So immediately remove those and soft bounces your ESP, you should make sure there’s a routine set up that after three soft bounces they get put on the sideline as well. That’s generally a good rule of thumb.

John Jantsch (18:25): Let’s talk about the future and pretty much every conversation I’ve been having, although we’re 16 minutes and 52 seconds in this recording, and this is the first mention of ai, but I will mention what’s the impact of AI on email, sending personalization, all the things?

Jay Schwedelson (18:42): Yeah, we have big changes coming in 2025, massive. So Apple is about to roll out iOS 18 at the end of 2024, and in this rollout, they’re going to be making major changes to the mail app on our phones. That’s the little blue icon that we all use to check our mail. About 47% of people check their mail regardless of what email address, business consumer doesn’t matter. They use that mail app on their phone to check their email. In iOS 18, they’re going to be rolling out Apple Intelligence, which is Apple’s AI tools, and they are for the first time going to be within our email inboxes on our phones bucketing using AI, bucketing our emails and do four different buckets. So they’re going to be taking our email as we are receiving them. They’re going to have primary, they’re going to have promotional, they’re going to have updates. And so basically if you’re sending out promotional email, it’s not just going to go in the regular inbox anymore, it’s going to go in this promotions tab. And so the game’s going to be how do we write our emails? How do we construct our emails to give us the best chance to show up in the tab that we want to show up in? So that’s going to be all AI driven, and so there’s going to be a lot to learn as 2025 unfolds.

John Jantsch (19:49): What about security and privacy? More and more it seems like, although it seems like when GDPR was coming around, the sky was falling. It seems now that while people are talking about it, it’s not with the same panic. Do you see more and more privacy and security things impacting email

Jay Schwedelson (20:06): In the United States especially? It’s really relegated to what the platforms decide, what Gmail decides, what Apple decides what these guys decide, because we have not had any federal privacy legislation as relates to email since 2003. CAN spam, which is the weakest law you could possibly imagine.

John Jantsch (20:23): No enforcement either Canada, yeah,

Jay Schwedelson (20:25): No enforcement, right? There’s a patchwork of different state laws, but those are also all over the map. I mean, Canada has Castle and Europe has GDPR, and those are really viable laws related to email. So really the things to keep an eye on in terms of privacy is what is Gmail making us do? What is Apple making us do? Because that’s going to be really what we have to follow in the foreseeable future. There’s not going to be any federal legislation related to email.

John Jantsch (20:50): Yeah. Well, Jay, I appreciate you stopping by the Duct Tape Marketing Podcast and talking a little bit about email. Is there someplace you’d invite people to connect with you and find out more about your work?

Jay Schwedelson (20:59): Sure. So I got my own podcast too. It’s called Do This, not that for marketers. You could check that out. I do four episodes every week, 10 minutes each, so that’s fun. And then I’m always on LinkedIn. I post way too much stuff there, so connect with me, drop me a DM on LinkedIn. We’d love to hear from you. And you can also just go to jay sch wetson.com, my full name, and you can find everything you want to know about me right there.

John Jantsch (21:23): Plus you can always play around with the free subject line.com app as well, or tool as well.

Jay Schwedelson (21:27): Yeah, absolutely. Thank you so much. Awesome.

John Jantsch (21:29): Yeah, so thanks again. Hopefully we will run into you one of these days out there on the road, Jay,

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Are You Ready to Be a Fractional CMO?

Are You Ready to Be a Fractional CMO? written by John Jantsch read more at Duct Tape Marketing

 

 The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I do a solo show exploring the misconceptions surrounding the role of the Fractional CMO. As businesses increasingly seek scalable marketing leadership, the demand for fractional CMOs has surged. But not so much the supply. Yes, there is some interest, but there’s a lot of noise and confusion surrounding this idea. People want to learn and are learning by doing but don’t feel quite there yet. If you’re one of those people reading this, Are you ready to put that title on your LinkedIn profile?

 

 

 

 

More so;

  • What does it mean to be a Fractional CMO?
  • What are the skills required?
  • How can this role significantly impact your agency’s growth strategy?

 

Key Takeaways:

  • Strategic Thinking: A fractional CMO must lead with strategy, developing comprehensive marketing plans aligned with business objectives. This approach ensures that every tactic and channel contributes to the company’s long-term goals.
  • Leadership: Many businesses lack strategic marketing leadership, especially in the $3 to $30 million range. A fractional CMO fills this gap by advocating for the customer and aligning marketing efforts with the broader business strategy.
  • Technical Skills: Besides strategy, a fractional CMO must possess strong technical skills to advise on and implement marketing technologies that optimize operations and enhance efficiency.
  • Industry Knowledge: A fractional CMO needs a broad understanding of various industries and extensive marketing experience. This knowledge allows them to tailor strategies that resonate with different market segments.
  • Data-Driven Decisions: The ability to analyze data and set measurable KPIs is essential. A fractional CMO must demonstrate the impact of marketing initiatives on the company’s bottom line, proving their value through continuous improvement.

 

Chapters

[00:38] Common Misconceptions: Where Trends don’t meet Scale

The common misconception about the role of a fractional CMO is that while the concept is trendy, the traditional model of working with a few clients part-time may not be scalable. Actually, we’re pretty sure it’s not. What’s needed is developing a more sustainable approach, one that allows fractional CMOs to serve businesses while also scaling their operations effectively.

[01:51] My Take on the Role Itself and Skills Required

Strategic thinking, leadership, and industry knowledge are critical components of the role. Understanding a business’s goals and aligning marketing strategies accordingly is essential, rather than just executing tactics.

[05:44] One word: Branding!

A world where traditional lead generation tactics like SEO and social media advertising are frankly becoming more challenging. a strong brand that builds trust and connects with buyers will be key to success in the coming decade.

[09:15] Leadership

In other words: Vision, direction setting, and aligning marketing strategies with your overarching business objectives. Leadership goes beyond just creating a plan—it’s about guiding the entire marketing function to support business growth.

[10:34] Your Customer’s Journey

Creating organized customer journeys is crucial for market expansion, and guess what? this responsibility falls squarely on the shoulders of a Fractional CMO. By designing journeys that customers ACTUALLY want to follow, your business can drive growth more effectively.

[12:00] Acquisition and Retention
A fractional CMO should focus on both customer acquisition and retention. They need to generate new leads and maximize the value from existing customers through retention strategies and memorable customer experiences that lead to repeat business and referrals.

[13:18] A Holistic View

The role of a Fractional CMO isn’t just about marketing—it’s about integrating sales, customer service, and even operational aspects to ensure that the entire business is aligned and working towards common goals. This comprehensive view is essential for delivering measurable impact and long-term success. But always remember to commit to continuous learning.

[09:01] Strategy First

Lastly, Strategy First! Every engagement should start with a well-defined marketing strategy that aligns with the business’s objectives. This strategy-first mindset allows Fractional CMOs to provide clear direction and measurable results, setting the stage for successful marketing initiatives.

 

This episode was brought to you by:

 

ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

Wix

work in sync with your team all on one canvas, reuse templates, widgets and sections across sites. Create a client kit for seamless handovers and leverage best in class SEO defaults across all your Wix sites.

 

John Jantsch (00:00): Brand has always been important. I believe it’s going to become more important the next decade or so. Companies that develop a strong brand, a brand that helps connect with their buyer, helps build trust with their prospect, those are going to be the brands that I think Excel.

(00:15): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and I’m doing a solo show today. Here’s the topic. So are you ready to be a fractional CMO? Are you ready to put that title on your LinkedIn profile? That’s what we’re going to talk about today. There’s a lot of noise around this idea, maybe some misconceptions. I want to talk about how I view this idea and whether or not the positioning makes sense for you. And I want to key in on that word positioning because to a large degree, that is one of the benefits of positioning yourself as a fractional.

(00:55): CMO should help you attract a client who is looking for strategy that wants something more than just. It also is a way for you to develop relationships with clients as a trusted advisor. So there’s a lot of benefits for it. I think that there certainly are some misconceptions. The traditional role that’s, frankly, it’s been around 10 years, it’s certainly gotten very hot and trendy right now, but the traditional role was somebody would have the experience and hang out a shingle, call themselves a fractional CMO, and they would work with maybe four clients, a fourth of their time to four different clients. Now, they might be paid really well for their time, but a pretty tough model to scale. So what we’ve been working on is helping agency owners, consultants, strategists, figure out a way to actually use the benefits of this model, but also to do it in a way that is scalable.

(01:50): But first, I want to talk a little bit about the skills and what I think the role is supposed to look like because what we are trying to do is I think every business, every size of business today, fractional, everything means something to them. They have hired people fractionally for a number of roles now, and so the concept of getting marketing leadership in a fractional way I think is very compelling. But I think now maybe it was companies that were over $30 million, they were maybe on the verge of hiring a CMO period and saw fractional as a way to save money. But I think the real market today is in that maybe, I don’t know, three to $30 million business that was probably not going to hire a CMO at all, but realizes they have a real gap in marketing leadership. So that’s really the model that we are addressing, or at least the democratization of the term, if you will, for how I view it.

(02:50): So let’s talk a little bit about what I think this role involves. So in terms of skills, certainly strategic thinking. I mean, it has to be strategy first. You have to lead with that as any way somebody is going to engage you. You’re not going to go in and just start diagnosing and saying, oh, you need this and this. There is going to be a period of developing strategy. I’ve said this word a couple of times and I think it’s really key leadership. Most of the folks that I’ve talked about in that range of three to $30 million do not have any strategic marketing or marketing leadership period. Typically, they’re very founder-driven organizations still, maybe they have a sales head of sales, but they really don’t have anybody that is advocating for marketing or frankly advocating for the customer. And that’s a big part of the leadership role.

(03:38): Technical skills are going to be important. Obviously, you’re going to encounter firms that need a lot of things fixed that need to start adding MarTech to the current stack of technology. So somebody who can actually come in and advise on what that should look like, how to automate things, how to stop doing things manually. That to me is going to be a big part of this role. Now, there’s also going to be a need for industry knowledge. Now, I don’t necessarily mean that you have to niche to be the fractional CMO for a certain industry, but I think that a broad range of industry knowledge, and maybe another way to say that also is marketing experience. You’ve just seen a lot of things. I think that’s probably key as well. I did a survey with databox and the fractional CMOs that we surveyed had, I think the greatest number was over 10 years of marketing experience.

(04:32): Now, that doesn’t necessarily mean CMO roles, but marketing experience. And I think that while I don’t think that’s necessary, that level is necessary for every client that you might serve, there’s certainly a need for some level of breadth of experience I think. So according to LinkedIn, 2022, emerging jobs report, demand and skills in data analysis, AI and strategy development are the three growing roles. So I think there are three growing needs in emerging jobs. So I think that’s going to run true of this role as well. So the role itself, strategy development, creating long-term marketing plans that aligned with business goals. That’s a key point here because I think there are a lot of marketers that can develop a brilliant strategy and a list of tactics and channels and campaigns that go along with it, but then somebody turns around and says, well, how does this help the business go where it wants to go?

(05:29): And so I think that’s certainly an element that a fractional CMO is going to bring is let me first understand your business goals and objectives, and then I can actually develop a marketing strategy to support those and not the other way around. I believe that brand, well, brand has always been important. I believe it’s going to become more important the next decade or so. The last decade, marketers got a bit lazy, frankly, because SEO, once you figured out how to make that work, it was a pretty easy way to generate leads. The social platforms were willing to sell you all the data on their users, and so consequently, you could really target with effective advertising. Both of those things are going to gradually go away or get much harder. And I think this idea of the companies that develop a strong brand, a brand that helps connect with their buyer, helps build trust with their prospect, those are going to be the brands that I think Excel.

(06:23): And that’s really how we’re going to have to stand out today. Most of the firms that hire you are going to want market expansion. They’re going to want to grow. So having a very strong background in how to actually, and I don’t know if it’s so much create demand. I know a lot of people will call it create demand, but I think organized behavior, organized customer journeys that people want to go down, that to me is how we’re going to expand market and then just optimizing performance. Certainly if you’re going to have a seat at the C-suite table, you are going to be talking about metrics. You’re going to be talking about the things that you can impact, the things that you can measure, and I think that’s really going to be a key role. It’s my pleasure to welcome a new sponsor to the podcast.

(07:11): Our friends at ActiveCampaign. ActiveCampaign helps small teams power big businesses with the must have platform for intelligent marketing automation. We’ve been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters, and sales funnel drip campaigns. ActiveCampaign is that rare platform that’s affordable, easy to use, and capable of handling even the most complex marketing automation needs. And they make it easy to switch. They provide every new customer with one-on-one personal training and free migrations from your current marketing automation or email marketing provider. You can try ActiveCampaign for free for 14 days and there’s no credit card required. Just visit activecampaign.com/duct tape. That’s right, duct Tape Marketing podcast listeners who sign up via that link. We’ll also receive 15% off an annual plan. That’s activecampaign.com/duct tape. Now, this offer is limited to new active campaign customers only. So what are you waiting for?

(08:14): Fuel your growth, boost revenue, and save precious time by upgrading to ActiveCampaign today. Hey, digital marketers, this one’s for you. I’ve got 30 seconds to tell you about Wix Studio, the web platform for agencies and enterprises. So here are a few things that you can do in 30 seconds or less when you manage projects on Wix Studio. Work in sync with your team all on one canvas, reuse templates, widgets and sections across sites. Create a client kit for seamless handovers and leverage best in class SEO defaults across all your Wix sites. Alright, time’s up, but the list keeps going. Why don’t you step into Wix studio to see more the marketing leadership role? And this I think is probably the biggest leap for a lot of marketers because a lot of marketers felt like my job is create the plan, execute the plan, measure success and report back.

(09:12): But if we’re going to add this level of marketing leadership now, I think we’re talking about vision and direction setting, long-term marketing goals aligned with the business objectives, certainly focusing on competitive positioning, differentiating the brand, and what’s probably going to be crowded marketplace because every marketplace is crowded According to Deloitte, only 19% of companies align their operating model with their strategy. That’s going to be a big part of your job. Brand strategy is going to go beyond brand identity. It’s sad, but most marketers know this, but we still talk to a lot of folks that brand is logo. It’s your personality, it’s your message strategy that is really going to allow you to not only differentiate, but have a prospective client say, wait a minute, you’re talking about me. Why isn’t anybody else addressing the problem that you’re promising to solve? That goes a long way towards brand strategy and then obviously how you carry that out, how you act, how the company or how the prospect or client experiences you is all part of brand strategy.

(10:18): Harvard’s business review study found that consistent brand messaging can increase revenue by up to 23%. No shocker there. Alright, optimizing growth. I mean a lot of that’s going to be around channel selection, integrating campaigns, performance tracking, but let’s not forget good old customer journey. I think that is a great element of this idea of optimizing growth. And it goes hand in hand I think with a brand strategy. Another stat for you pulled a whole bunch of stats together to drive home these points. Forrester reports that companies using advanced analytics to optimize marketing channels see a 15 to 20% increase in marketing. ROI. No surprise there at all. It’s the hardest thing to do. It’s the hardest thing to get a business excited about doing, but it might just be the difference. Data-driven, you are going to be data-driven, KPI setting teaching actually, I mean a lot of the folks that you end up working with in this role are going to be looking for somebody to come in and say, you know what?

(11:22): We need to be, we need to be tracking these things. Here are the analytics tools that we need to put in place. Here is how I can teach everyone about the marketing p and l. And that’s really the way for continuous improvement. And that’s a big part I think of this role or at least. And now people may not actually be out there asking for that role, but it is the role that they need. And I think somebody who can position themselves as very data-driven along with very strategic and along with bringing leadership is going to have the package. Gardner found 74% of high performing marketing teams used data analytics to make informed decisions. Alright, acquisition and retention. I think that one way that somebody is a fractional CMO is really going to set themselves apart is to not just think about lead generation. So many marketers are hyper-focused on lead generation.

(12:17): Frankly, so many business owners, I just need more leads. Well, somebody who can actually help them get more business out of their existing clientele, how to retain and get repeat business and understand how to create a better customer experience that turns into referrals. That is going to be definitely an element of how to differentiate yourself as a fractional CMO. Alright, your road to success if you will. It’s going to take a very holistic view, and by that I mean we have to go beyond maybe what we think of as traditional marketing tactics and elements. We have to get into sales, we have to get into customer service. Again, if you would think about what a traditional CMO would do, they would sit in the csuite and they a meeting about what needs to happen to make marketing grow and they would be talking about all the elements across many aspects of the business, how the phone is answered.

(13:18): If we want to get completely granular. Those are things that somebody who is taking a holistic view is going to be very focused on because it all adds up to marketing. You are going to have to be able to prove your impact. My hope is that you are going to be charging much more maybe than you are today, but certainly more than somebody who’s just selling packages of tactics. However, that’s going to come with the price tag of being able to show measurable impact. So make sure that you are going in from the get-go saying, how do we map this to a business objectives? How do we set up the KPIs? How do I get access to the p and l so that I can understand what our cost to acquire a customer actually is? Those are things that if you’re going to take this role, you have to boldly demand that you gain access to those things because it’s going to be the only way for you to show measurable results and impact.

(14:19): And then lastly, you have to commit to continuous learning. One of the things that you will definitely do if you want to add value is that you will become the r and d department. Every new thing that comes along that maybe they’re reading about or maybe they’re hearing about in their industry meetings and things, that you’re the one that is going to be the voice of reason for it. No, we don’t need to follow that. Here’s how we can use that. This isn’t ready, this is ready. We need to go all in on this. You need to be the R department as well. And that’s just going to involve a commitment to continuous learning. I’ll leave you with one last statistic. Fractional CMO report in 2024 indicates that businesses with fractional CMOs are 36% more likely to achieve their long-term strategic goals that might be reason enough to pursue this avenue.

(15:16): Alright, hopefully that’s given you some food for thought, would love to visit with you. We actually have a program where we teach folks who maybe are not yet calling themselves fractional CMOs, or maybe they are calling themselves factual CMOs, but they’ve decided they want to find a way to scale this business. We actually give them a tool called Strategy first, which is a very scripted way to create a marketing strategy that has scope. I think one of the challenges a lot of folks have is they walk into a business. The business says, I need you to be my fractional cmo. Nobody defines what that role actually involves. We are trying to define it to package it, to make it something that somebody can scale. So just go to DTM world slash growth. We’ve got an ebook there on what we believe is the model of the future for being a fractional CMO. Lots of other resources. You can also find out about our certification program. All right, that’s it for now. Take care.

Testimonial (16:24): I was like, I founded, I founded. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients. It’s changed my engagement with the team. I couldn’t be happier. Honestly. It’s the best investment I ever made. What

John Jantsch (16:41): You just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM World slash Scale.

 

Embracing Mortality: How to Live a Life Without Regret

Embracing Mortality: How to Live a Life Without Regret written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Jodi Wellman

 

In this episode of the Duct Tape Marketing Podcast, I interviewed Jodi Wellman, an expert in positive psychology and author of You Only Die Once: How to Make it to the End with No Regrets. Wellman is known for her unique approach to living a life free from regrets by embracing our mortality and using it as a catalyst for meaningful change. Her insights offer a fresh perspective on how to live a life that is not only full but astonishingly alive.

Jodi Wellman’s journey into existential exploration and positive psychology provides listeners practical tools and motivational strategies for making the most of every moment. She emphasizes that confronting our mortality can lead to a profound shift in prioritizing and approaching our lives. This episode is a must-listen for anyone seeking a more intentional and regret-free life.

Key Takeaways

You’re only young once, says John Craige, but I often wonder: How often are you old? Alluring, yet taboo. Compared to other cultures, On this side of the planet, we’re usually weird about the subject of Death.

According to this episode’s guest, It all starts with our denial. In her Tibetan Book of Death but with humor, Jodi Wellman reveals how embracing our mortality can be a powerful motivator for living fully without regrets with You Only Die Once. She emphasizes balancing vitality with meaning, setting anticipatory goals, and the importance of community and accountability in achieving a fulfilling life. Stick with us and learn how we can transform our lives into an astonishingly vibrant journey by making bold choices and integrating pleasure and purpose into our routines.

 

Questions I ask Jodi Wellman:

[01:42] How do people typically react when confronted with the idea of their mortality, especially in cultures where discussing death is less common?

[03:48] How can someone break free from the rut of monotonous routines, as illustrated by your stapler analogy?

[06:57] Why do you think people find the fear of leaving a situation—whether it’s a job or relationship—so much greater than staying in it?

[08:50] Are there recent trends or events driving people to think more about mortality and make changes, or have you just noticed it more recently?

[11:00] Does the idea of not living a squandered life give people the freedom to pursue their own happiness, regardless of other considerations?

[13:14] When someone feels stuck or unfulfilled, how do you help them explore and redirect their life path?

[15:46] What insights have you gained from observing people who have made significant life changes?

[17:13] How do you translate complex academic concepts into practical advice that resonates with people’s emotions?

[19:58] Where can people connect with you and find a copy of your book, “You Only Die Once”?

 

More About Jodi Wellman:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

 

Testimonial (00:00): I was like, I found it. I found it. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients. It’s changed my engagement with the team. I couldn’t be happier. Honestly. It’s the best investment I ever made

John Jantsch (00:16): .

(00:16): What you just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM.world/scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM World/scale.

(01:03): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch, my guest, today’s Jodi Wellman. She’s a speaker, author, assistant instructor in the Master of applied Positive Psychology program at the University of Pennsylvania and founder of 4,000 Mondays. She really just wants people to live squander free lives without deathbed regrets. And we’re going to talk about her book that deals with that very topic. You only die once, how to make it to the end with no regrets. So Jodi, welcome to the show.

Jodi Wellman (01:34): Oh, thanks. I’m excited to be here with you.

John Jantsch (01:36): So obviously the point of the book is no regrets, right? Or how to make it to the end without regrets. The hook, of course, is to shake people and say you’re going to die. So how do you find that people take that? I mean, especially Americans, we don’t like to talk about death. I mean, in Eastern cultures it’s actually a very common practice. How do you find particularly people on this side of the ocean taking to this idea of you telling ’em they’re going to die?

Jodi Wellman (02:06): Yeah, we are really weird about it. And yet it’s a funny thing because on one hand there is the eyebrow raised. I mean, right now half of people listening are like, do I keep listening? What am I doing here? Wait, I’m kind of all lured. What do I do? And so I’ve noticed this really kind of cool, wait, tell me more. And yet we’re scared and it’s okay. We come by. Our denial, honestly, especially like you said, Western cultures, we don’t really want to talk about it, and yet we do want to talk about it deep down where it gets a taboo and it’s like, therefore it’s alluring. And so it’s this kind of neat dance between don’t talk about it, but can you whisper it? And so for me, I mean, I make fun of it. I clearly, I use a tone that’s irreverent and which I couldn’t not do, but I doodle about it. If you can doodle the grim reaper, I mean, you can talk about anything if you could doodle it.

John Jantsch (02:54): So I am sure you’ve done a lot of, there are a lot of texts that have dealt with this. One of my actual favorites is, it’s going to sound really creepy, but the Tibetan Book of Death is actually an amazing work. And I feel like your book is kind of the Tibetan book of death with humor.

Jodi Wellman (03:09): You know what? I’m going to log that one. That’s the compliment I’ve received of the week woman.

John Jantsch (03:13): So I suggest if folks want to pick up Jodi’s book, I suggest you get the audio book because it’s basically a standup routine.

Jodi Wellman (03:21): Thank you for saying that. We do have a lot of fun. There are a lot of F-bombs. And I mean, if we’re talking about the fact that we’re all totally going to die, and I think you’re hinting at this, we’re talking about death in a way that is not just to talk about death, even though it is sensational and ridiculous, it’s in service of carpe diem of living before we die. But we need the prod, we need the cattle prod, or else we do just take life for granted. Do you find that?

John Jantsch (03:46): Yeah, and I think particularly, so you talk about 4,000 Mondays. I’m on the three digits probably of Mondays. So it’s certainly been a wake up for me. And I think a lot of people in my position in life, I do think a lot of people particularly, I mean we don’t think about it all. The first 1000, right? 2000 through 3000. I think that’s where everybody gets stuck in, well, this is what I’m doing. You use the stapler idea that maybe you could actually recount that story in your own unique way to talk about that idea of just being stuck.

Jodi Wellman (04:17): Yes. Well, here I was in my corporate existence, things were good, but they weren’t really adding up how you’re in life and you’re like, why am I not happier? The trappings of success. I wanted to make a change, but I didn’t know what to do. And so I remember being at my desk and I was stapling stuff together, and lo and behold, I run out of staples. That’s no big deal. All right? I get up, I go find the storage room, I get a row of staples, and I replace it in my stapler. And I distinctly remember saying to myself, if I’m still here, by the time this row of staples is here, I better not be. And I felt encouraged by this notion like, oh, I’ve got a 200 staple deadline only. The thing is, John, is I did nothing about it. So about a year goes by, I’m at my desk again, ready to blow my head off, but pretending everyone thought I was engaged. And then I stapled more pages together and my stapler runs out, and I felt sick to my stomach, but obviously I was hoping to be saved. I was hoping someone would headhunt me and pluck me out of this quiet life of desperation when oh my gosh, I had to learn that lesson. And the truth is, I reloaded that stapler like three times

John Jantsch (05:23): Before, and staplers weren’t exactly having a day still, right? I mean, there weren’t a lot of things that we were stapling anymore.

Jodi Wellman (05:30): No, yes, this is an indication of several years. But I needed to learn that in a way, holy, why can we have agency? We have to clue in sometimes to where we are feeling like we are settling in life. That for me, is a real warning sign if we’re settling and tolerating for long. Oh my gosh, back to this idea that life’s short. Let’s do the thing even though it’s hard to just take the plunge and take the risk to shake it up and find more happiness.

John Jantsch (05:56): So there are a lot of examples, and you have some in the book, near death certainly wakes people up, right? Going bankrupt wakes people up. I mean, there are a lot of things where comfort is actually kind of like the enemy, right?

Jodi Wellman (06:09): Oh, you said it so well. I mean, I love a good comfort zone. Give me a fleece blanket and I, I’m under it. And it doesn’t do much for making stuff happen in life. So these are called boundary situations in psychology where it could be a big birthday, it could be retirement, it could be a loss of a job. Any rite of passage in life that jolts us a little bit to go, whoa, my world has been moved. Maybe it is a bit of an existential reminder when you have the big birthday, but those are important to be super honest. I mean, a lot of us in the science of positive psychology, we talk, it’s like a crappy reality, but it’s the crappy stuff that elicits the most meaning in life. And most of us will, we need the impetus, we need the inciting event, and we’re just not motivated enough to do it on our own accord.

John Jantsch (06:57): So I mean, the person that you described is stuck in a job, stuck in a marriage, stuck in whatever. Is the fear of leaving that so much scarier than just staying put? That’s kind of a vice, isn’t it?

Jodi Wellman (07:10): Absolutely is. And this notion, as I said in my TEDx talk, this line I still think is really important. And it’s like our fear of death is rivaled only by our fear of living. Most of us are not pleased about the idea of death or of public speaking, but we can at least deny and get around that. But the idea to commit and participate and maybe make some bold choices, even though we know they’re the ones that are probably going to be the best for us, the ones that, again, back to regret, you started our conversation by outlining the books about avoiding regret. It’s like when you’re lying there, hopefully lots of morphine coursing through your veins at the end would be there with their vein thing where you’re like, I just regret not doing that. And if that could be the case, now’s your chance to course correct it and maybe take action on it. Literally starting this afternoon,

John Jantsch (08:01): And I’m probably guessing it is not. I just wished I would’ve worked a few more hours,

Jodi Wellman (08:07): Only I’d answered more emails.

John Jantsch (08:09): So you have some quotes in here. One of my favorites in this topic, I believe is attributed to EE Cummings, the poet, and he said, most of us will regret on our deathbeds, not our sins of commission, but our sins of omission. And I think that to me beautifully wraps that up. The things we didn’t do, not the bad things we did, but the things we just didn’t get around to.

Jodi Wellman (08:29): It’s so true.

John Jantsch (08:30): Yeah. So you cite, there’s a lot of literature really on this. Ryan Holidays stoics, you put Mente Maori in there. That’s been a symbol that he’s used in his writing. I had Oliver Berkman on the show, 4,000 weeks, I think it is. And so is there something going on that is causing people more to consider this, to write about this, or have I just noticed it more recently?

Jodi Wellman (08:58): Yeah, you’re just tuned into it with those triple digits.

John Jantsch (09:00): That’s right.

Jodi Wellman (09:01): Yeah. No. Well, I believe that there has been, again, this equal kind of repelling and yet fascination with death. But let’s just be honest. I mean nothing like a global pandemic to wake us up to our temporary nature. So I do think that has tuned us in a little bit more to, whoa, whoa. The things I thought were, we do this delusional thing where we like to think, oh, I’ll have time to do it later and later is very elusive and it’s very comforting and fuzzy. And now whether it was the pandemic did help us go, wait, I want to reorganize my priorities, and maybe now that means that I have to take it more seriously. Yeah,

John Jantsch (09:41): It’s my pleasure to welcome a new sponsor to the podcast. Our friends at ActiveCampaign. ActiveCampaign helps small teams power big businesses with the must have platform for intelligent marketing automation. We’ve been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns. ActiveCampaign is that rare platform that’s affordable, easy to use, and capable of handling even the most complex marketing automation needs. And they make it easy to switch. They provide every new customer with one-on-one personal training and free migrations from your current marketing automation or email marketing provider. You can try Active Campaign for free for 14 days and there’s no credit card required. Just visit active activecampaign.com/duct tape. That’s right. Duct Tape Marketing podcast. Listeners who sign up via that link will also receive 15% off an annual plan. That’s activecampaign.com/duct tape. Now, this offer is limited to new active campaign customers only. So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today. Okay, so let’s go to the other end of the spectrum. We will come back to dead zones. Maybe you talk about not living a squander free life. Does that give people permission to say, screw it, I’m just going to do whatever I want to do and I’m going to make myself happy and everything else be damned? I mean, is there the risk of going too far?

Jodi Wellman (11:13): Yeah, I mean, that would be one hell of a month

John Jantsch (11:16): Because

Jodi Wellman (11:17): I think you would whoa, the party and then you would drain your bank account and you would probably ostracize yourself from all of your friends potentially, and certainly your partner. And yeah, here’s where I look at this. There is a potential for some people who maybe are a little more impulsive and maybe don’t have as good of a self-management skills about the idea, do I go and spend more money now to enjoy my life and then maybe risk not having as much later, or do I save every penny I have so that I make sure I’m comfortable in retirement and live life then, which we all know is, but then I’m going to be, again, wasting my life and living small. Now, it’s always going to be the awkward balancing act. And my shortcut to finding the answer to that is about asking yourself what you would regret and what you would regret doing and not doing.

(12:07): So there’s one woman I know who is, she’s planning a really big expensive family reunion trip. She’s going to finance it and take her family on a really fabulous cruise. And she said, I’ve done the math, and her grandma’s about to die. So there’s a bit of a sense of urgency, nothing like death to prod us along again there, John. So she’s like, I’ve done this and I’ve calculated it. It’s a big deal for me to do this financially and with time off. And she’s like, I would regret not doing it. But she also knows that by doing it, she’s not going to compromise her retirement or she’s not going to not pay the mortgage for seven months because she took her family on this cruise. So these are about choices where it’s like, am I on the verge? Is it still technically responsible, or is this going to cause more anxiety and peril because well, wow, on a whim, kids, we’re just going to move to the Croatian coast, but you haven’t planned any immigration stuff and next thing you know, that’s going to be a bigger problem. So I do think it’s always about what would I regret doing and what would I regret not doing, and am I going to blow up my life later?

John Jantsch (13:08): So the middle ground, I suppose, is living astonishingly alive. Perhaps somebody comes to you and says, they probably just come to you saying, I have a feeling I feel stuck, or I feel like something’s missing or whatever. How do you help them unpack and find and reroute the course, I guess?

Jodi Wellman (13:29): Yeah, I like that term. Well, the number one thing is to diagnose the dead zones. Lots of tools and ways in the book. It’s in a pre-mortem, which is like, let’s look at your life today, what’s working, what’s not? And it’s about saying, whoa, now that I do this thing, I realize my social life or my lack thereof, or the fun and recreation category. Whoa, I didn’t realize that had flatlined as much as it had, and that, wow, I think I might want to pick up a hobby again. And so sometimes it’s about identifying in, you can’t unsee it ways about where your life is feeling dead. That gives you a starting point to know where that you might want to throw yourself a fricking buoy in the water and say, well, what would that look like? I also look at life in two dimensions.

(14:12): So it’s wider with vitality, which is the fun and the pleasure and the neat fun experiences. And then it’s deepening it with meaning, and that’s having a sense of purpose and good meaningful relationships, and maybe spirituality if you want, but it’s deeper stuff. And so for most of us, we do have a sense of whether we want more of the vitality and or more of the meaning. And again, that’s a diagnosis of like, no, my life is meaningful enough. I’ve got a job that makes me feel like there’s purpose, but I am just so freaking bored. I might want to add in a little more fun. What would that look like? And again, all we can ever do is one thing at a time. So would maybe in this example, hypothetically, what would one thing be? Can I get nosy and ask you if you’re thinking about your life widening with vitality, deepening with meaning, is there a dimension that stands out to you that you might want a little more of, even if it’s already

John Jantsch (15:01): Good? No, mainly because I’m very intentional about this. The one thing I will say that’s lacking a little bit, and this is just I have a distributed team. I’m here in the mountains in Colorado, in a rural area. I can go for literally weeks without seeing another human being besides my wife. And so probably forcing some of that interaction that, and I think some of us have just developed that habit because of this stupid thing called zoom. We don’t even have to go see clients anymore. It’s amazing. So I would say that’s probably the area that would come to mind first.

Jodi Wellman (15:33): Maybe just a touch more of the social side. Yeah, yeah. The antis shining situation.

John Jantsch (15:38): Yep. Yep. So you, I’m assuming that because you work with people, you’ve had a couple successes with people breaking through a little bit. What are some of the things you’ve learned actually from seeing people make a change?

Jodi Wellman (15:52): I love this question. Well, I think about in workshops I do, which is mostly the case now doing keynotes and workshops with groups and teams and events. And it’s like there’s something that’s really cool that happens when you socialize your regrets that you might be having or your desires for more vitality and or meaning and bucket list stuff. People love to learn and go, oh, oh, that’s right. I wanted to learn how to speak Italian too. And all of a sudden, everyone’s adding to their lists. There was a group I worked with recently that did this really cool thing, which is kind of what I advocate, but they actually did it, which is what if you supported each other in living these full lives? Oh, outside of the confines of work. Because the presumption, and this is based in research, which I go into in a hopefully not boring way, is about how if you’re happy and well-rounded and fulfilled outside of work, you’re going to be way better when you’re in work and more productive and more creative and this, so this group all committed to things that they were going to do to either feel widening, deepening, and they held each other accountable.

(16:53): So then I came back around one quarter later and it was like, someone’s like, oh, wait, what a rafting. I’m so proud I did it. And someone else was so excited because they rekindled their music habit. Someone else was really excited because, well, this person did the orientation to be a volunteer at the local whatever, because you have to go through all the steps. So they were actually holding each other accountable and high fiving each other for not just the work outcomes, but for living. And that was a pretty cool thing that again, builds trust on a team. Then you’re all supportive of each other’s lives in a broader sense.

John Jantsch (17:25): Yeah, you start seeing ’em as people. Oh my gosh, that’s got to be against some HR policy somewhere. So I think I said actually, sorry, instructor of master of applied Positive Psychology. So how do you take that academia and bring it down to practical applications for human emotions?

Jodi Wellman (17:47): Yeah. Well, everything that do, every intervention, every recommendation is rooted somewhere in the science. And it’s typically positive psychology, but it could be other branches of social psychology or cognitive or other parts of psychology. And so for example, if I’m talking to somebody about one little life tip, if you will, I call it like this, the lowest hanging fruit is anticipation. It’s having something to look forward to. And so I have this very simple intervention where it’s like, take out your calendar and you want to have something to look forward to one week in advance, one month in advance, and one year in advance. And these can be big or small, I don’t care. But that is all rooted in the science of savoring. And so I don’t need to necessarily give people the references or details, but I will let them know at the beginning of every workshop that it’s rooted in the science. And when I’m writing my blog posts, I will post it. I will give the reference. But I’m glad you asked that question because it matters to me that things are generally empirically based, not just like an instinct. Not that those things don’t also deliver for some people. There are some people I know who swear by putting out manifesting, and that’s really great. And if that works for you, do it all the time. And I don’t have the evidence necessarily on some topics, and so I just would not go there personally. Yeah,

John Jantsch (19:01): Yeah, absolutely. So it is funny, as I listen to you talk about the anticipation, I remember, that’s certainly advice people give when I have aging parents and things that my father passed. It’s been a few years now, but I remember them actually talking about saying, make sure that he’s got something to look forward to. And obviously that works at all ages of life, but I imagine it’s probably even more dramatic in a case where somebody feels like they don’t have much going on.

Jodi Wellman (19:32): It’s a really good point. It also has applications for people who have more of clinical issue in terms of mental health issues, depression, just having that little thing on the calendar that might be just a glimmer, and we’re just really simple creatures at the end of the day. Right? It’s like, just tell me I’ve got a good meal coming on Saturday night and I’ll live for it.

John Jantsch (19:49): Yeah, it’s our subconscious completely controlling us. So Jodi, I appreciate you taking a few moments to stop by. The Duct Tape Marketing Podcast is there’s someplace you’d actually invite people to connect with you and find a copy of. You Only Die Once.

Jodi Wellman (20:05): Oh, well, thank you for asking. I am over@four.com and the book’s there and fun stuff. Resources, you can calculate how many monies you have left there. So no excuses not to do your mortality math.

John Jantsch (20:15): Yeah, there’s a lyric in a song that I heard the other day that I thought was so funny. The artist goes on and says, if you’re only young once, how often are you old? And thought that’s really like a lot of people say, oh, you’re only young once, right? And I thought, well, okay, how often are you old? I think you ought incorporate that in somehow.

Jodi Wellman (20:35): Thank you. I’m writing that down on my yellow sticky. Thank

John Jantsch (20:37): You. John Craigy is the artist, so go look him up. He’s hysterical. Too alive. Well, again, Jodi, I appreciate you taking a few moments and hopefully we will run into you one of these days out there on the road.

How Music Transformed My Business Approach

How Music Transformed My Business Approach written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

 

In this episode of the Duct Tape Marketing Podcast, I interviewed Stephanie Sammons, a certified financial planner and accomplished singer-songwriter.

Stephanie always enjoyed songwriting, singing, and guitar-playing and got involved in Nashville performing songwriter workshops. She worked diligently to improve her skills and decided to go ‘pro’ with this career at the encouragement of some of her Nashville-based songwriting mentors. She released her first full-length album ‘Time and Evolution’ on May 3rd, produced by Mary Bragg (highly respected singer-songwriter and one of the only female producers in Nashville). Stephanie was selected as a 2024 Kerrville New Folk Finalist, one of the most coveted competitions in the songwriting world! (they chose 24 songwriters out of 1340).

She shares her unique journey, from a successful career in financial advisory to embracing her passion for music. Her story exemplifies how following one’s passion can lead to unexpected synergies and a more fulfilling professional life.

Key Takeaways

Stephanie Sammons shares her journey of embracing her “passion” (as most people in the industry detest calling it) for music alongside her financial planning career, highlighting the courage needed to pursue dreams at any age. She discusses balancing her dual careers, the transferable skills between financial planning and songwriting, and the importance of community support in both fields. She emphasizes creating space for creativity through daily routines, illustrating how integrating passion into professional life can lead to a more fulfilling and enriched career.

 

Questions I ask Stephanie Sammons:

[01:58] Tell us about your journey from Marketing to Music

[04:37] How did you summon the courage to follow your passion?

[06:29] How do you find funding for all the music production costs?

[11:16] Tell us about the significance behind the song ‘Innocence Lost.’

[13:11] How much life experience is a key part of songwriting?

[15:16] Are any musical mentors or musical influences important to you?

[15:59] How’s balancing music and your advisory firm going

[17:19] “You don’t switch the writing on; it hits you when it hits you,” Do you find that challenging?

[18:19] Is your client base and financial firm influenced by you, “the empath artist”?

[24:44] Is there someplace you want to invite people to connect with you and listen to some of your music?

 

 

 

More About Stephanie Sammons:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

 

Speaker 1 (00:00): I was like, I found it. I found it. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients. It’s changed my engagement with the team. I couldn’t be happier. Honestly. It’s the best investment I ever made. What

John Jantsch (00:17): You just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach.

John Jantsch (00:57): Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantz. My guest today is Stephanie Simmons. He’s been a financial advisor and planner for 25 years, launched her own registered investment advisory firm in 2017. She believes in growth at a reasonable pace and is selective about who she takes on as a client. Good lesson in that one. She’s also enjoyed songwriting, singing, guitar playing, and got involved in Nashville performing singer songwriter workshops, and she released her first full length album, time and Evolution of this past May produced by Mary Bragg. She was also selected as a 2024 Kerrville new folk finalist. Kerrville is one of the top ones out there of anybody who makes the circuit. So Stephanie, welcome to the show.

Stephanie Sammons (01:46): Thank you, John. I’m so excited to be here. It’s been a long time.

John Jantsch (01:51): Well, it has been a long time. And that’s a part of my first question. Long time listeners wonder why am I having a musician on a marketing show? You and I actually met in a marketing context, I don’t know, 15 years ago or so. Talk a little bit about your journey to, I just mentioned you recently released a full length album, but talk a little bit about your journey to that point.

Stephanie Sammons (02:15): Yeah, I mean, most of my career I’ve been a financial, I’m a certified financial planner, worked for big firms, left the big corporate thing, got into marketing, I worked, did some marketing services for financial advisors, built websites, all that good stuff. Took a sabbatical from that career and then got back in it started my own firm, like you said, in 2017. So that’s my core career. That’s how I make my living. And I’ve always had this burning passion to do music. And I’ve dabbled in songwriting for probably, I don’t know, 20 years and guitar playing, being a self-taught guitar player. And I started going to these workshops in Nashville starting in 2016. And I got to work with these incredible Grammy nominated artists. One of them is a Grammy winner, and that’s Emily sells from the Indigo Girls. But I learned so much about the art and craft of songwriting, and I just fell in love with it. I was like, oh, I’ve been writing songs, but they are terrible and this is really how you write a good song.

(03:36): So I’ve been to, I just asked the woman who puts these together, their smaller group workshops, I said, how many have I been to since 2016? And she said 26. So I just studied and studied and started really working hard on it, putting my day work down, my day job down, and then starting on songwriting and getting better and improving. And there was just a culmination of whispers that made me decide to about a year ago to go pro with it. And I had to overcome a lot of my own head noise and excuses and those kinds of things. But that’s how I got here.

John Jantsch (04:18): So since I’ve already mentioned that we’ve known each other a long time, it probably is not an insult to say that was kind of a midlife change for you. So how alluded to the idea of that was a big change I felt People talk about all the time, imposter syndrome and those kinds of things. How did you summon the courage? Is that the right word to say, I’m going to go do this thing that seems ludicrous?

Stephanie Sammons (04:44): Yeah, I think courage is the right word. My first excuse was, you’re too darn old. What are you thinking? I’m too old to do this. I have another business where I serve clients day in and day out. What are my clients going to think that I’m running off to Nashville and leaving them in the dust? So I had that to overcome that, which was more in my head. And then I think the third thing was it’s going to be so much hard work because it’s like if you want to be a good golfer, you can’t just go out and start playing 18 holes. You’ve got to hit the driving range. You’ve got to practice your putting. It’s an actively, it’s an active sport that you have to engage in and practice and work at it. And this songwriting thing and performing is an additional layer.

John Jantsch (05:36): Yeah, I was going to say, I’ve always really respect songwriters who are also great performers because it’s two completely different businesses.

Stephanie Sammons (05:45): It is. And I’m introverted. And so that took a different level of courage to get to. So I don’t know. I mean, I think over time it’s just been part of my journey to build and build on the skill sets that are required. And when I reached out to the producer that I really wanted to work with and I had enough songs to make an album when she said yes, that pretty much launched me down the road. I’m like, okay, that is a sign I’m doing this.

John Jantsch (06:20): Okay. And you don’t have to get into specific numbers, but just in practice, how does, okay, you found a producer who said yes, you had the songs, they needed to be musicians, there needed to be studio time, there needed to be the production. How does all that get funded

Stephanie Sammons (06:37): By yours truly?

John Jantsch (06:39): Yeah.

Stephanie Sammons (06:40): I mean, that’s the beauty of, I mean, I’m fortunate that I’m in the position where I can self-fund this passion career. I’m trying not to call it a passion. Songwriters have a problem. The songwriting community has a problem with that if you’re not. But now everybody

John Jantsch (07:02): Has different job because anybody can pick up a pen and say, here are the three chords, but is that songwriters?

Stephanie Sammons (07:08): And so it really is another profession altogether. But I saved for it, and I knew it was going to be expensive, and it is expensive, and you don’t get a return on your investment, very little return financially. It’s more the experience that matters to me. And it’s okay if I’m in the red forever, but that’s what it takes. And everybody does it differently. Some of these songwriters out there where this is their core career, they will start a Kickstarter and get funding that way. So anyway,

John Jantsch (07:50): But the money’s really in the t-shirts, right?

Stephanie Sammons (07:53): Yeah. The money is in the merchandise.

John Jantsch (07:56): I

Stephanie Sammons (07:56): Never thought that would be, but

John Jantsch (07:58): It’s interesting you think of how that model has changed the music industry. You would tour to sell albums, and now the tour is where the money is, right? I mean, it’s really, I’m sure there definitely Taylor Swift making a lot of money on Spotify, but a lot of folks, it’s really changed the whole, it’s almost become more entrepreneurial, that ability to reach your fans directly to hustle and get gigs and do things. I mean, it’s really become a lot more entrepreneurial, hasn’t it?

Stephanie Sammons (08:28): You are correct, and you wear all the hats. You’ve got to be active. Instagram is a pretty strong community of singer songwriters, and we all support each other. But if you’re not active there, that’s really helped the most is just engaging with my community of peers and everybody. We all have different fans, and that’s kind of how you do it, but you wear every one of the hats. And at my age also and with my lifestyle, I’m not going to go get a van and tour the country, but I get to kind of build my own adventure. I’m doing selective festivals and just things that I want to do. I’m putting my name in the hat to try and get on some of those bills to be able to play different festivals and things.

John Jantsch (09:23): It’s my pleasure to welcome a new sponsor to the podcast. Our friends at ActiveCampaign. ActiveCampaign helps small teams power big businesses with the must have platform for intelligent marketing automation. We’ve been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns. ActiveCampaign is that rare platform that’s affordable, easy to use, and capable of handling even the most complex marketing automation needs. And they make it easy to switch. They provide every new customer with one-on-one personal training and free migrations from your current marketing automation or email marketing provider. You can try Active Campaign for free for 14 days and there’s no credit card required. Just visit activecampaign.com/duct tape. That’s right. Duct Tape Marketing podcast. Listeners who sign up via that link will also receive 15% off an annual plan. That’s activecampaign.com/duct tape. Now, this offer is limited to new active campaign customers only. So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today.

John Jantsch (10:36): Well, Curville is probably one you attended a time or two, right? I would think given where it’s located, I have an idea. Why don’t we listen to a bit of a song?

Stephanie Sammons (10:45): Great.

John Jantsch (10:46): That was from Time and Evolution, and it’s called Incense and Lost, and I have to call you out on this. Sold my Soul for a diamond ring. Now, there’s a lot of hope in that lyric, isn’t there?

Stephanie Sammons (10:58): Yes.

John Jantsch (10:59): So maybe talk us through, sorry, I stole your thunder there, but talk us through what that song’s about, what the influence of that song.

Stephanie Sammons (11:07): Yeah, that song came about because I shot a bird when I was 10 years old. My granddaddy gave me a BB gun, and me and my sister were just walking around their land going, what do we do with this? What could we do? And I shot a bird and I ran over to that bird and I literally watched it die in front of me. And I went from being ecstatic that I hid it to completely heartbroken that I killed the bird. And so that song is about, that experience was losing your innocence of time when I lost my innocence. And so that song has several vignettes describe stories of losing your innocence over time. And that was one of them that you mentioned. Yeah, you’ve run off and with the person you think is going to be the person the rest of your life. And you leave home and you don’t listen to your mom and dad, and it ends up being a disaster and you come back home hanging your head and traded your soul for diamond ring. It wasn’t the right person.

John Jantsch (12:14): So I sometimes wonder people laugh about that. I mean, you can’t write the blues unless you’ve just had a really hard life. And so how much of that really comes in, plays the part in songwriting? I mean, I sometimes laugh because I play around with writing songs too. But I mean, I feel sometimes the hardest choice I’ve had to make when I was growing up was like if I wanted chunky peanut butter or smoothie peanut butter, I just have nothing to write about sometimes.

Stephanie Sammons (12:43): I bet you

John Jantsch (12:44): Do. I’m sure it’s not, I’m sure it’s not true. But I wonder how much, not necessarily pain, but just life experience and how you experience life is a key part of songwriting.

Stephanie Sammons (12:54): Yeah, I mean, I would say that I am an empath and I’m always thinking about other people’s suffering, other people’s experiences. Why does some people have such a tough lot in life and others don’t? And things like this just plague me and people who struggle in my family. And so instead of addressing these things or sometimes I get confronted by various folks in my family, for example, and it ends up coming out in a song. I mean, they’re just things that are in my mind that I store up that I really think a lot about. And those are the things that come out through songwriting. It’s really interesting. That’s how I have the conversation.

John Jantsch (13:44): Yeah. Do you find yourself, I often, maybe this is romanticizing the whole process a bit, but you’re sitting in a coffee shop and you hear two people talking over there. That’s like an idea for a song, what they’re talking about.

Stephanie Sammons (13:58): Everything is fo for a new song. It really and truly is. And so are things and things that you see. I’ve seen a lone coyote roaming around out here. It’s not so much anymore because it’s warmer, and I live in Dallas, but I’m like, I’m going to write a song about that lone coyote. But I have to figure out what is the metaphor, what’s the coyote of metaphor for what’s it going to be about? And I keep ideas on my phone, just a running list, and then I marry those two things like, ah, I’ve got it. I’m working on a song called Marathon, and it’s about somebody who’s just had a really hard life and they keep getting up and keep getting up. So I try to find a metaphor that works for the song in general. An image.

John Jantsch (14:47): You mentioned you went to a lot of these workshops, and I’m sure you met folks that you would call mentors. Are there any mentors, musical influences that are important to you?

Stephanie Sammons (14:57): Oh yeah. I grew up listening to the Eagles and a lot of Boston Classic journey, classic rock stuff. And then later in life, I love cold play. I love The Indigo Girls. They were a big influence. Just the gals playing acoustic guitars. I was like, I want to do that.

John Jantsch (15:22): Yeah, yeah, yeah. Because I’m trying to think of the seventies. You had Joni, you had, I dunno. Did Stevie Thanks Guitar sound. Thanks Taylor. I was thinking women though. So last question. How is balancing music and your advisory firm going

Stephanie Sammons (15:38): Man, to some extent, it’s definitely two different sides of the brain, but there’s a lot of overlap. Financial planning is kind of formulaic, making the numbers work to meet the goals. And writing a song, you only have so much time. Every word counts. You’ve got to have a rhyming scheme, you’ve got to have a melody and a rhythm. And so I find similarities there. And then my financial firm is really, it’s a relationship business like anything else, like any other business. And I’m mostly helping people make good decisions. That’s what the job is. And so the way I balance them is I can’t do them both in one day. I’ve got my work days for my financial firm, then I’m going to rehearse all day music days, or I’m going to work on songwriting all day. One day. I have to just get in the space for each role that I’m practicing.

John Jantsch (16:46): Are you familiar with Rick Rubin’s recent

Stephanie Sammons (16:49): Work? Oh, I

John Jantsch (16:50): Love it. So one of the things that he talks about repeatedly in there is that you don’t switch the writing on, it hits you when it hits you. Do you find that a challenge? A little bit because it’s like, I have their song today. It’s like,

Stephanie Sammons (17:05): Yeah, if I don’t create space for that, it doesn’t happen. And so that can be, especially trying to juggle both of these careers. So I do things like journaling and I try to walk a couple of miles every day, and that’s the way that I can create space or being in the car is always a good place to capture something on my phone. So I’ve always got my phone nearby to record a melody. I always have melodies in my head, so I’ll record a melody and just sing it into my phone or put words in there and phrases for ideas. So it is kind of always on in the back of my mind, that motor is running.

John Jantsch (17:46): You have one of these little notebooks with all these little snippets in it that you someday will tie into something or go

Stephanie Sammons (17:52): Back to. Right. I have a bunch of those.

John Jantsch (17:53): Do you find sometimes that, I wonder if your client base and your financial firm is a little bit influenced by the empath artist sort of makeup that is you. Are you attracting folks that are opposite of that? Or are you attracting folks that your music is actually, to them is a real side benefit?

Stephanie Sammons (18:12): They’re all very supportive of my music, which has been refreshing. In fact, some of them have come out to a show that I did here in Dallas, which was shocking. I didn’t expect that. I have different types of clients, though. Some are real stoic and not emotional at all. And then others are just, they need nurturing and handholding and they’re just different. They’re different people. And I don’t know what the common thread is. That’s a really great question. I’m going to think about that.

John Jantsch (18:44): Yeah, it’s just an observation. Well, Stephanie, it was awesome catching up with you, spending a few moments on the Duct Tape Marketing podcast. Where can people find out, I guess if they need a financial advisor, would be one avenue of connecting you, but also find out more about your music and pick up time and evolution?

Stephanie Sammons (19:02): My website is, the best website is stephaniesammons.com is just my name. And I do have a website for my, it’s my wealth management firm. It’s called sammonswealth.com, but my music is everywhere you listen, apple Music, Spotify, Pandora, if anybody still listens there, I know a lot of people do our age, but I also have vinyl and CDs and all that good stuff.

John Jantsch (19:29): That’s all at stephaniesammons.com? Yes. Yeah. Awesome. Well, again, it was great catching up with you and hopefully we’ll run into you someday soon. Come to Colorado and play, and I can see you on the road.

Gain Freedom From the Fear of the Future: How to Thrive in an Uncertain World

Gain Freedom From the Fear of the Future: How to Thrive in an Uncertain World written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

 

In this episode of the Duct Tape Marketing Podcast, I interviewed Dr. Frederik Pferdt, the first Chief Innovation Evangelist at Google and a renowned expert on innovation and creativity.  

Frederik Pferdt helped shape one of the most fabled creative cultures in the world. He founded Google’s Innovation Lab, where he trained tens of thousands of Googlers to develop and experiment with cutting-edge ideas and taught ground-breaking classes on innovation and creativity at Stanford University for more than a decade.

He has also worked with dozens of international government agencies, organizations, and businesses ranging from the United Nations to NASA to the NBA. His work has been highlighted in Fast Company, Harvard Business Manager, Der Spiegel, and BBC news, among many other media outlets.

Dr. Pferdt shares his insights on how not just optimism but radical optimism can transform our relationship with the future, helping us create a world we want to live in.

Key Takeaways

The key to thriving in an uncertain world lies in embracing radical optimism. He explains that radical optimism is about more than just seeing the glass as half full; it’s about looking for ways to fill the glass even further. By shifting our perspective (state of mind) to focus on possibilities and opportunities, we can transform challenges into chances for growth.

Dr. Pferdt emphasizes the importance of changing our mindset to a “mind state” – a fluid, adaptable approach to thinking that can be adjusted based on immediate circumstances. This helps individuals become more resilient and proactive in the face of change, rather than being overwhelmed by it.

He also highlights the role of compulsive curiosity in driving business innovation and personal growth. By continuously questioning and seeking to learn more about the world around us, we can stay ahead of changes and better prepare for the future. This curiosity, paired with unreserved openness to new ideas and experiences, can lead to unexpected and rewarding opportunities.

In this episode, Dr. Pferdt offers practical advice on how to cultivate radical optimism and develop a future-ready mindset. He shares personal stories and examples from his work at Google and Stanford University, illustrating how these concepts can be applied in real-world scenarios to achieve remarkable results.

Dr. Pferdt’s insights provide valuable guidance for anyone looking to gain freedom from the fear of the future and thrive in an ever-changing world. By adopting  a proactive approach to the future, we can create a future we desire, rather than waiting passively for it to unfold.

 

Questions I ask Frederik Pferdt:

[02:25] Would you say Ning was ahead of its time?

[03:50] Would you say a platform like Facebook then was another advancement of Ning or completely derivative?

[07:53] How would you define community?

[14:03] How important is having a clear and compelling purpose in designing your community?

[17:13] How do you manage having so many feature requests?

[21:18] Do you have an interesting case study of how someone achieved great financial success starting with a community?

[24:44] Is there someplace you want to invite people to learn more about Mighty and connect with you?

 

 

More About Frederik Pferdt:

    • Connect with Frederik Pferdt on LinkedIn

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

 

Speaker 1 (00:00): I was like, I found it. I found it. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients, it’s changed my engagement with, it’s the best investment I ever made.

John Jantsch (00:14): What you just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM World slash scale.

(01:03): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Dr. Frederik Pferdt. He is the first chief innovation that helped shape one of the most fabled creative cultures in the world. He founded Google’s innovation lab where he trained tens of thousands of Googlers to develop and experiment with cutting edge ideas and taught groundbreaking classes on innovation and experiment with cutting edge ideas for more than a decade at Stanford University. He’s also the author of a book we’re going to talk about today. What’s next is now How to Live Future Ready. So Dr. Fard, welcome to the show.

Frederik Pferdt (01:45): Thank you, John for having me.

John Jantsch (01:47): It’s a pleasure. So let’s maybe kind set a baseline. When a lot of people hear about the future, it seems like people are either excited or they dread it. I don’t think that you’re going to tell people they should dread the future. So how do you get people to think appropriately about what the future means?

Frederik Pferdt (02:06): Yes, that’s a great question. And so I really want to help people to change their relationship with the future. As you just described, we feel sometimes anxious, uncertain about the future, but we also feel excited from time to time about the future. And we all know we live in that world where change is accelerating and it’s happening constantly and this can feel overwhelming for a lot of people. And so the challenge that we all face, I think, is that our minds are looking for certainty. And if we don’t find that certainty, we feel anxiety. So we spend a lot of time worrying about the future because our minds crave that certainty and really our brains are wired to make this feel uncomfortable for me, really about helping people to not think about the future and do predictions, but rather changing their relationship with their own future and saying like, Hey, what future do I want to create? Instead of asking what will the future bring? And I think that’s something that I’m personally very excited about because that changed my relationship with my future. And so taking control of what’s happening next is something very important. I want to help people to do that.

John Jantsch (03:34): So that idea of that’s obviously how to live, future ready, how to live the future you create, I think is obviously a big premise of the book. How do you get people past this idea of creating something that is unknown because it’s five, 10 years from now, entire things that we took for granted will no longer exist. So how do you get that kind of mindset?

Frederik Pferdt (04:00): Exactly. And you are mentioning an important point, which is mostly we talk about these futures that are way out on the horizon. It’s like five years, 10 years, or even like 30 years. That’s what we usually talk about. And for me, I want to bring the future close, which means I want to bring it so close that every choice you make in this moment determines what’s going to happen next. And so you mentioned something that I feel we also need to discuss, which is that notion of a mindset. That word mindset is just around everywhere we have, even in school, it’s taught, which is very important, having a specific mindset. But also we use it in organizations where we talk about we need to have an organizational mindset, for example, or we talk about it even with products, you can now buy products that help you to change your mindset might be like a drink for example, or certain pills and so forth.

(05:10): And I think we need to change that probably because we have mindsets all around. And Carol Dweck did incredible important work around that. But I found that it’s a term that is also overused. And even if you’re typing something into a document or use chat GPT or use Google, whatever it is, it always defaults back to mindset. And for me, the concept of a mindset refers to a stable, long-term collection of beliefs and values and attitudes that we carry with us. And it’s deeply ingrained and often resistant to change having been formed and solidified over years of experiences teaching. So it’s really hard for us to change a mindset. And so what I want to do is I want to change that notion towards a mind state. And for me, a mind state is something different. It’s fluid, it changes based on the immediate situation.

(06:14): It really reflects our real time emotional and mental responses, and it can significantly influence our decisions and actions. And for me, that mind state is our moment to moment perspective really that is influenced by our thoughts and emotions. And that really guides how we interact with the world. And I think for me, if we focus on the mind state, it helps us to actually also take control and how we perceive a situation and how we experience the present moment. And that is really something that is very powerful and I use in the book. And so by focusing on your mindset state, really you can actively shape how you experience and respond to everyday situations and thereby constructing the future you desire. And that’s the whole again, premise of what I want people to do.

John Jantsch (07:07): And I want to get into the dimensions further of that mind state a little bit, but can you give me an example of how somebody, you started to talk about traditional mindset as opposed to this future ready mind state. Do you have examples of how somebody can actually make that shift from one to the other?

Frederik Pferdt (07:28): Yes. So when we talk about one of the dimensions, for example, radical optimism that I put out there, we usually say either you are an optimist or a pessimist. That’s the categories we usually use in our everyday language. And for me, it’s not the usual way of looking at a glass half full or half empty type of person. For me, being a radically optimistic person is somebody who looks at the possibilities and opportunities that you can fill your glass even further. And so a radical, optimistic person transforms really challenges into opportunities and every situation into a chance for something exceptional. And by shifting that view, we find potential in everything. Uncovering those hidden possibilities. And this perspective really encourages us to aim for what I call better, making really every moment an opportunity for growth. I can share an example of how that might look like.

(08:36): So if I look at my desk and I see like, oh, I have a very clever desk, a regular optimistic person might say, Hey, fantastic, at least I have a desk to work at, right? That’s what they usually would say. But for me, a radically optimistic view is what’s better is that I can work on multiple interesting projects simultaneously reflecting my diverse interests and skills. So that’s a more radically view of a cluttered desk. Or you might say, I’m here in a geodesic dome and I have some noises outside where some woodwork is being conducted at the moment, which is great. Or you look outside your window, right, John, and you say, oh, I have a noisy busy street outside your window. So an optimist would already say, at least I live in a lively area. A radically optimistic person actually frames that as what’s better is that I’m part of a vibrant and alive community that offers constant inspiration and connection. So you see that in that language. It’s not just looking for what’s the positive about that, but what’s the better that I can find here in these situations? And that’s something you can train yourself in. That’s something you can practice and work on. And I think that’s something very powerful I want to help people to do.

John Jantsch (10:00): It’s my pleasure to welcome a new sponsor to the podcast. Our friends at ActiveCampaign. ActiveCampaign helps small teams power big businesses with a must have platform for intelligent marketing automation. We’ve been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns. ActiveCampaign is that rare platform that’s affordable, easy to use, and capable of handling even the most complex marketing automation needs. And they make it easy to switch. They provide every new customer with one-on-one personal training and free migrations from your current marketing automation or email marketing provider. You can try Active Campaign for free for 14 days and there’s no credit card required. Just visit activecampaign.com/duct tape. That’s right. Duct Tape Marketing podcast. Listeners who sign up via that link will also receive 15% off an annual plan. That’s activecampaign.com/duct tape. Now, this offer is limited to new active campaign customers only.

(11:06): So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today. To what extent, and I know all of what we’re talking about is learned, so to what extent is this a generational thing? So I look at a 10-year-old now and they don’t think, oh, the future is something I have to learn. They think this is what I am. Some video game comes along, they don’t think, how do I learn it? It’s like, no, I am it. Whereas somebody like me who might say, for AI for example, this is something now I want to learn, but it’s something that I need to actually figure out or learn. So to what extent are those two ends of the age spectrum play a role in the ability to learn these behaviors?

Frederik Pferdt (11:56): Yes. So I’m a big fan of our next generation. I have to say I am just always tremendously in awe when I see the young generation taking control of their future. They’re going on the streets and telling everyone that we need to do something about climate change. And they’re really proactive in all of those things and how they use AI and new technology is something very powerful because they not just see the downsides, but they start experimenting and trying things out and see how that could work for them or what’s something we need to refine and improve. But there’s one interesting thing that when we grow up is somehow changing, and that’s curiosity. I have one of the dimensions of a future ready mindset is what I say. Compulsive curiosity and curiosity really drives us to explore and understand our world better, which is really crucial in our rapidly changing environment.

(13:00): So we are all born with that curiosity and it’s firing in all cylinders. When we’re children, you probably remember John like crawling around on the floor, you probably not but your parents when you crawl around the floor and you’re trying to put everything in your mouth and you look at everything and you taste everything, and you really explore with all of your senses, the world, every moment. And I think that’s very powerful, that curiosity, because you start to learn a lot, but our natural curiosity goes actually dormant over time. And so the good news is that we can reawaken it by continuously questioning and seeking to learn more about everything around us. And I think that’s probably one of the last frontiers of, for us humans probably is asking better questions. As you mentioned, AI and technology gives us a lot of good answers at the moment. So I think for us, it’s really about practicing the art of framing good questions and trying to just have that compulsive curiosity help us to discover. And so in my book, I give a couple of examples on how you can actually train yourself into asking better questions and really bring that curiosity back to everything you’re doing.

John Jantsch (14:14): Yeah, I wonder if there are people that have these traits more in abundance or naturally or socially, they got those traits. I always tell people, and you talk about this idea of bringing your superpower to things. I feel like curiosity has always been, I started my business 30 years ago. We didn’t have the internet and we’ve still been able to evolve and serve our clients. And I really think that curiosity, I’m always want to know how the new thing works, and I think that has served me abundantly over the years, but there certainly are some people that’s actually hard for them. So my question in this is, are there people that you find that naturally possess some of these traits or dimensions?

Frederik Pferdt (14:56): We all do to a certain degree. So again, I’ve worked with tens of thousands of Googlers over my 12 and a half years at the company, and I’m also involved with students at Stanford, and I work with incredibly talented people all around the world. And I find that these dimensions of that future ready mindset that I talk about can be really found in every human being because they’re deeply human qualities that we have. What I also found is that not all of us are using them to a certain degree. So what I argue for is that we need to dial those things up. We need to be more curious, we need to be more open, we need to experiment more, show more empathy. And if we do that, again, even using optimism in a radical way, if we all do that more, I think we can discover more opportunities in our future. That’s something very powerful, I think, to have to answer your question briefly. Yes, we all have those, but we can probably use those even more. And I’m going to show people how they actually can leverage that.

John Jantsch (16:10): So to that listener that’s thinking, maybe they’re reading the news headlines today and is thinking, especially in the United States, there’s a lot of talk about this divisiveness that’s going on and actually closed, becoming more closed. This is my tribe, this is your tribe, as opposed to what you call unreserved openness. So how do we get that turned around?

Frederik Pferdt (16:35): Yes. First, I recommend not following or not watching the news like minute by minute. We all have that negativity bias built in ourselves, and the news are really taking advantage of that. So the negative news, we want to read the first and watch immediately and so forth. But I would recommend not just consuming news, news, news all the time because it really draws you towards a conclusion where you might believe that the future is controlled by something else or someone else.

(17:11): And again, I said that in the beginning that we shouldn’t ask the question, what will the future bring? Because that’s passive, that’s waiting for the future to unfold, and it’s going to be controlled by someone else. We should ask ourselves, what future do I want to create, which is a proactive approach. And using openness, as you described, is something very powerful because unreserved openness is about really embracing change and the unknown with confidence and curiosity. So it means really being open to new ideas and experiences and even other ways of thinking, which can lead to unexpected and even rewarding opportunities. And so imagine you are in a long corridor lined with numerous doors. So that corridor is just filled with these doors, and each door represents an opportunity or new experience. So I would argue that someone with unserved openness doesn’t just peak cautiously through a slightly opened door and worried what might be on the other side.

(18:17): But instead, they approach each door, I would say, with that eagerness and ready to fling it open without hesitation. And so they’re not deterred by the uncertainty what lies behind the door. Rather they’re motivated to really see the potential for new possibilities and learning that’s behind the door. So every door would be wide open and you open that door and you walk straight through it because there’s always something interesting and new waiting behind that door. And I think that’s what we need to bring as an attitude towards everything instead of just being cautiously, even letting those doors being closed.

John Jantsch (18:55): So while I agree wholeheartedly with the dimensions and the premise, I could see a lot of people, this isn’t not an overnight project. I mean, this is changing attitudes, this is changing beliefs, this is changing habits. So what would be your advice to somebody who says, I want to take this on, but I’ve got work to do?

Frederik Pferdt (19:15): Yes. And again, I fully agree, and that’s why the subtitle is How to Live Future Ready. It’s a Lifestyle. But I also would say it’s not that hard to change because we are talking about a mind state, which is really about the perspective you have in any given moment that determines how you experience the present. And that perspective. We can change, we have control over it. If in one situation we show a little bit more openness or optimism or even empathy, that’s a choice we can make. And I argue that leads always to a better opportunity. It leads to possibilities. And so it’s not that hard to change. And I give people three things. The first one is I give some personal stories and experience I had over the years that could be potentially helpful. The other thing that I offer is I have about 14 people that I’ve personally trained and worked with at Google, just remarkable people.

(20:16): And so they share their own stories and how they changed their perspectives, which led to a remarkable future for themselves as human beings. And then I offer some practices that everybody can try out to see like, Hey, what does that practice help me to do? And how can I use that to shift my perspective? And I think as soon as you either read some of my experiences, you read some of the stories, or you practice some of that, I think you can start slowly to see opportunities for your future, and then again, find even some joy in crafting your own future and choosing your own future. And I think that’s something very exciting to do.

John Jantsch (20:58): Dr. Fayette, I appreciate you stopping by the Duct Tape Marketing Podcast. Is there somewhere that you would invite people to connect with you or find out more about your work?

Frederik Pferdt (21:07): Yeah, everywhere. Reach out, message me, or let’s have a conversation. And I really hope that we all take control of our own futures. I hope that we can now see opportunities in the future as well, so that we can craft a future that is desirable and that we all want to live in.

John Jantsch (21:29): Again, I appreciate you taking a moment, and hopefully we’ll run into you one of these days out there on the road.

Raise Profits with People Magic: Transform Your Business with Engaging Communities

Raise Profits with People Magic: Transform Your Business with Engaging Communities written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

 

In this episode of the Duct Tape Marketing Podcast, I interviewed Gina Bianchini, the CEO and founder of Mighty Networks, a community platform that leverages advanced technology and AI to connect people within community courses, events, and paid memberships. She shares her insights on how businesses can transform their approach by fostering engaging online communities, ultimately raising profits and enhancing member experiences.

Key Takeaways

According to Gina Bianchini, it all begins with “people magic” and how leveraging advanced software and AI can revolutionize online communities. She explains that the key to a thriving community is not the size but the quality of member connections. By focusing on building relationships between members, marketing agencies can create a self-sustaining network that becomes more valuable with each new member.

She also emphasizes that an online community should help members achieve progress and build meaningful relationships. She shares that the most successful communities are those that address transitions in members’ lives, such as starting a new job or moving to a new city, and provide support during these pivotal moments. This approach not only enhances member engagement but also boosts retention and revenue.

In this episode, Gina Bianchini shares an enlightening case study for creating and maintaining vibrant online communities that drive growth and profitability. She also mentions the importance of having a clear purpose and using AI to facilitate introductions and interactions among members. This episode offers a unique solutions for businesses looking to harness the power of online communities to elevate their brand and achieve sustainable growth.

 

Questions I ask Gina Bianchini:

[02:25] Would you say Ning was ahead of its time?

[03:50] Would you say a platform like Facebook then was another advancement of Ning or completely derivative?

[07:53] How would you define community?

[14:03] How important is having a clear and compelling purpose in designing your community?

[17:13] How do you manage having so many feature requests?

[21:18] Do you have an interesting case study of how someone achieved great financial success starting with a community?

[24:44] Is there someplace you want to invite people to learn more about Mighty and connect with you?

 

 

More About Gina Bianchini:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

 

Speaker 1 (00:00): I was like, I found it. I found it. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients. It’s changed my engagement with the team. I couldn’t be happier. Honestly. It’s the best investment I ever made. What

John Jantsch (00:17): You just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM World slash scale.

(01:03): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Gina Bianchini. She’s the CEO and founder of Mighty Networks, a community platform that powers people magic. I want to hear about people magic. It’s an advanced technology and AI that connects the most relevant and interesting people to each other in the context of community courses, events and paid membership. She’s also the author of the Wall Street Journal, bestseller, purpose, design a Community and Change Your Life, A Step-by-Step Guide to Finding Your Purpose and Making It Matter. So Gina, welcome to the show.

Gina Bianchini (01:40): Thank you for having me.

John Jantsch (01:42): So I read in your bio, I didn’t read it on air here, but in doing a little research that you grew up in Cupertino, I didn’t know anybody actually grew up in Cupertino.

Gina Bianchini (01:51): They have many people have grown up in Cupertino, California, which now is very actually starting in the early eighties. It was really well known for Apple.

John Jantsch (02:03): Well, that’s what I mean. That’s what I was going to say. That’s what I thought it was. I thought it was Apple.

Gina Bianchini (02:06): Yeah. No, my grandparents moved there in the fifties. Oh,

John Jantsch (02:10): Wow. I have to tell you, I had a, again, I didn’t put in your bio. I had a Ning community in about 2006.

Gina Bianchini (02:18): Oh, thank you for that

John Jantsch (02:19): Seven. And at that time it was probably the coolest thing ever. Right. What happened to Ning? Were you sort of ahead of its time?

Gina Bianchini (02:29): I think it was a little bit ahead of its time for sure. The other thing is we just didn’t know what the right business model was, so we thought it was an advertising based business. And what’s interesting is if as any entrepreneur want to do, when you look back with sort of the 2020 hindsight, it was the same point in time where Shopify and other platforms that were SaaS-based coming up and we were a SaaS company and we just didn’t know it.

John Jantsch (02:59): Yeah, yeah. I think there were a lot of people that saw it as really, it’s kind of the same thing, didn’t really know what to do with it to get the most out of it. And I don’t think actually online community was quite a thing yet. People were still,

Gina Bianchini (03:15): Oh, I don’t know about that. When you think about forums as really sort of the 1.0 equivalent, what Ning was really the Web 2.0 equivalent of that same desire and that same behavior, and I would say my career has just been what is 3, 4, 5 in the future of that same fundamental goal of how do we use the internet? How do we use connected technologies to bring people together around the things that are most important to ’em?

John Jantsch (03:50): Would you say a platform like Facebook then was another advancement of that or really completely derivative?

Gina Bianchini (03:57): Well, so here’s the thing. I think what Facebook started as and what Facebook is today are two very different things. I would say Facebook groups were really built for college students who already knew each other and remain something that is really designed for people who already know each other. Otherwise, there would be more and more investment in Facebook groups and specifically how do you create value for people who are just meeting for the first time. And that is not something that Facebook has prioritized. A lot of great stuff happening at Meta overall, that’s just not an area that is important to them.

John Jantsch (04:37): And I see a lot of hunger for people wanting to create the kind of groups that you can create, say, with Mighty Network that are moving, actually jumping off of

Gina Bianchini (04:47): Facebook. Funny enough, I see it too. I see it. I see

John Jantsch (04:50): It too. Maybe you saw it a few years ago, actually. I’m thinking maybe. So where are we then? Is there a new state of community today? I mean, obviously technology has advanced it, but it’s also human behavior, right?

Gina Bianchini (05:02): Yeah. So it absolutely, I look at this moment as the beginning days of a community renaissance, and specifically when you think about what is the fullest expression of communities online and ultimately in the real world, because we flipped in many cases how people actually meet new people. They meet them online first and then in real life. And that’s something that we’ve really paid attention to at Mighty Networks. But fundamentally, the things that we can now do to have software play the role of amazing hosts are incredible. I’m having more fun with what I do and what we do at Mighty than I have at any point in time working in this very specific lane of, and it’s not really, I don’t think about it as online communities, it’s really community. It’s how do you help brands and creators and entrepreneurs create their own network effects?

(06:08): Something that gets more valuable with every member who joins. And so specifically what we’re seeing, and this is really what we talk about and think about it mighty as People Magic is how do we use advanced software? And yes, AI to introduce the most relevant people to each other to break the ice, to encourage people to come back or work on things together or really think about it as take quests and go on quests together. And the things that we can now do with software just simply have not been done before. And so when you start to think about the fact that probably when you think of community platforms or online course platforms or digital product platforms, they were all built for an era of people who already knew each other and they have been essentially jerry rigged on some level for communities where the value is in people getting to know each other. That’s really where we start at Mighty, our whole thing is how do we help people who should know each other, meet, build relationships, find value, find comfort, find insights, find joyful experiences with other members, and use the very best of technology to make those things a reality. So that’s what we do in creating people magic. Again, we’re just at a point in time where we are now working on things that haven’t been done before, and that’s really exciting.

John Jantsch (07:53): How do you define community? Is there a specific element, symptom, whatever we want to call it, that actually says this is a community as opposed to a bunch of fans?

Gina Bianchini (08:10): So look, a bunch of fans can be a community. They could also not be a community. And so here is the definition that I use an audience is I talk out at you, you might talk back at me, but no one’s actually talking to each other. No one is meeting or building relationships with each other in the comment section of an Instagram Live. Maybe there’s something in a group dm, but probably not. It is not a platform that is designed for people to build relationships with each other or find value from each other. Community in my definition is a more valuable asset, which is, and I would say more valuable for the members who join the community as well as for the people who host that community. And that is a way for me to bring people together for them to meet and build relationships with each other.

(09:09): So a very sort of simple question you can ask yourself is, am I meeting people here or is it all about one person? And if it’s all about one person, that’s an audience. And what we know to be true is that audiences by definition are less valuable than creating a community where people are actually building relationships with each other. And I’ll share something that was a total shocker to me. I’d kind of known it, but we’d never really had the data before to prove it out. And then we got the data, which is my data science team at Mighty can predict now with 93% accuracy, whether a community and the way I sort of think that is a community. And then there are ways to monetize that community, paid memberships, online courses, challenges, events. So I’ll just use community as that catchall whether that community will succeed or fail, meaning will it survive for long periods of time or will it sort of die on the vine?

(10:15): And it has absolutely nothing to do with who started it. It has absolutely nothing to do with the number of members who are in it. It has absolutely nothing to do with the volume of content or the rate of members joining. It has everything to do with the number of member connections being made, member connections being defined as threaded comments, so people responding to each other, dms. So direct messages, group messages. So what motivated us to really dive into and spend all of our time, all of our resources, all of our expertise around getting even smarter about people. Magic was that insight of your members need to actually build relationships with each other for you to create something that is recurring revenue, that is compounding growth. Because it turns out if you get extraordinary engagement, which is really what is the result or consequence of people actually building relationships with each other, then you’re going to get people coming back.

(11:28): So you have built-in retention, but even better is when they keep coming back, they’re going to get better results. They’re going to build different practices, they’re going to develop different habits. They’re going to have different insights that are going to allow them, for example, in a professional community to go negotiate a raise or find a new job that is a better fit for them, or take on new and become a manager or decide that they don’t want to be a manager and negotiate a phenomenal role for them as an individual contributor. So you look at that well, that then gets people extraordinary results. It gets them things that are nearly impossible to get on our own, certainly a lot harder. And what do people do when they get extraordinary results? They talk about it. They talk about it to people that don’t know about that community and how valuable that community is. And so they bring new people in so you get longer engagement, which equals retention. You get people actually also if they’re sticking around longer, want to go to that next program, want to buy that next thing. And ultimately are your sales force for bringing new people in without you having to do a lot of work.

John Jantsch (12:45): It’s my pleasure to welcome a new sponsor to the podcast. Our friends at ActiveCampaign. ActiveCampaign helps small teams power big businesses with the must have platform for intelligent marketing automation. We’ve been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns. ActiveCampaign is that rare platform that’s affordable, easy to use, and capable of handling even the most complex marketing automation needs. And they make it easy to switch. They provide every new customer with one-on-one personal training and free migrations from your current marketing automation or email marketing provider. You can try ActiveCampaign for free for 14 days and there’s no credit card required. Just visit activecampaign.com/duct tape. That’s right. Duct Tape Marketing podcast listeners who sign up via that link. We’ll also receive 15% off an annual plan. That’s active campaign.com/duct tape. Now, this offer is limited to new active campaign customers only. So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today. How important do you think it is in designing, I have a hint that I know the answer this, but how important do you think it is in designing your community from the start that there just be a very clear and compelling purpose of the community?

Gina Bianchini (14:11): So that is the 20% that delivers 80% of the value. So I have what I like to call people magic profit because here’s the thing that we’ve actually, the thing that really took me by surprise was that creating those relationships between members generates millions of dollars in profit, not just revenue but profit. And what I’ve been able to do just because I’m not that interesting, outside of being completely focused on how communities become extremely valuable to their and their hosts. And it turns out that there are really only nine things you need to create a very profitable membership course challenge or event that essentially runs itself. So you can make a lot of money and it runs itself because it turns out if something’s running itself, you can make a lot of money because valuable. And if it’s valuable, it’s likely to run itself. It’s totally the opposite of what we know about content and how do you build a huge audience, and this is the difference between an audience and a community.

(15:25): And so it turns out that the impact of the smallest number of things that you can do and need to do to get this right, it’s really in some decisions that you make around who do you serve? And there’s a total cheat code to it, which I’ll share in a moment. But who you serve or your ideal member and how do you get them progress? And certainly the promise of progress because people pay for progress. And that is what I like to just call their best year ever. So if you take an ideal member, which is all an ideal member, is this is the cheat code, a human being in a transition, people are the most motivated when they are in a transition. They just moved to a new city.

(16:17): They just have their first child. They just start as a engineering manager for the first time. They are a first time CEO. They are doing anything that represents transition. That is when they are most motivated to join something new, meet new people who are on the same path, contribute really valuable experiences, stories, insights, show up at things. This kind of goes on. And so then they’re also the most willing to pay. And I started think about it as there’s bonus points for pain. So if that transition is painful, people have a lot more desire and motivation to get out of pain. So you get those things right. And then there’s just three things you set up and you will literally watch a community run itself

John Jantsch (17:13): Going to switch to the technical side of a SaaS business. In your particular case, you probably get feature requests every single day, multiple times. How do you, I mean, it’s really easy to take a tool, which frankly is pretty complex from the start that you’re doing and really make it way more complex because everybody wants more engagement or they want more of this, or they’ve seen this platform added this and now I want to, how do you control that?

Gina Bianchini (17:41): Well, so I think it’s super important to have a North Star. So why are we here? What are we doing? Because you can’t do everything. And by the way, nor do you want to, unless you’re interested in basically building a product that ultimately becomes Microsoft Word. And so the way that we approach it at Mighty is first and foremost, we are constantly observing and listening. We want to know what all the asks are, and then we start to look at, okay, what is going to be the most important and the most valuable to the most number of people? So what is going to be the thing that will have the biggest impact to the most people? And those are the things that just get real obvious. And then you just kind of move down the list from there. And look, it’s an art and a science, but at the end of the day, for us, everything runs through the filter of does this create people magic?

(18:48): Will this be able to allow a host of a mighty network to invite in 10 people and to have those 10 people be able to build great relationships that are extremely valuable, encourage each member to share stories and experiences and ideas that ultimately move the entire community forward and then bring in the next 10 people and then the next 10 people and the next hundred people and the next thousand people so that it becomes a self-organizing network that gets more valuable to every member with each new person who joins. And then the host of that network, which host can be a creator, it can be an entrepreneur, it can be a brand. It’s somebody who basically has that ability to bring those first 10 people in the value and more and more value accrues to them. And because everything that I’m sharing, it has that goal of self organizing, which is easier now with the breakthroughs of the last year and a half around AI than ever before.

(20:05): Turns out that you can create incredibly valuable assets that generate 99% profit margins and people are happy to pay for it because they’re paying for progress, they’re paying for relationships, they’re also, excuse me, they’re also paying attention to what they pay for. So that’s really, again, our North star. And we want to live in a world where everybody is a member of three to five extraordinarily valuable communities that would be for their professional life and their personal and spiritual practices and travel and adventure and all of the above and everything that we’re doing in terms of making this just undeniably valuable to the people who are creating those mighty networks. Why are we doing that? Because we want more people to create and more people to join and more people who join then turn around and create. And everything that we are doing has got to be fed through that filter. And it’s,

John Jantsch (21:19): Do you have kind of a quick case study that you like to kill? And I mean Tony Robinson is awesome, but something a little quirky or niche?

Gina Bianchini (21:29): Sure. One of my favorite examples is Martinez Evans and what he has built with the slow AF run club. He is now a bestselling author. He is someone who started off kind of listening to all the gurus, well before he met me or met Mighty and did all the things he was supposed to do. He was supposed to build an email list. He built an email list. He was supposed to launch an online course and use Kajabi or Teachable. He did that and he got exactly two people to sign up, and then one of them wanted their money back. And so he realized that path just wasn’t the right path for him. He failed at it. And about six months later, he and I met at the gym. He was working at the gym I worked out at, and we started talking about his vision for Slow AF a community focused on the back of the Pack runners.

(22:28): And his Instagram handle is 300 pounds and running, and he’s amazing. And I said to him, between sets, I was like, this is going to be an incredible opportunity and you should start it as a community and then build your courses, build your programs on top of it. And that’s exactly what he did. He created virtual races during Covid. He has developed training programs that are designed for not just back of the pack runners who are starting off, but then also those that are increasingly taking on bigger and bigger challenges. He wrote an incredible book. He’s been on a year long book tour visiting, running clubs all over the country and setting up an incredible merch business. And the reality is if he would have followed, well, he did. He followed what everybody else was doing and didn’t stand out. And if anything could have just quit at that point and said, well, I guess there aren’t any back of the pack runners. And instead actually the zagged when everybody else was zigging. And by the way, everybody continues to zig, whether it’s like, it’s my content, it’s about me. And what Martinez really figured out was it wasn’t about him, it was about how does he connect slow runners all over the country to know that they are part of a inclusive, supportive, and very focused, not small, but focused community of fellow runners that don’t look like they’re straight out of central casting.

John Jantsch (24:16): Yeah, that’s funny. I have a friend that started years ago, a 0.1 K race. Basically, he owns a bar and it basically goes from one side of the parking lot to the other, and he raises a couple hundred thousand dollars every year for nonprofits. That’s

Gina Bianchini (24:31): Awesome.

John Jantsch (24:31): I’ve been telling him for years he needs to franchise that and get it every city. That is a

Gina Bianchini (24:36): Great idea. That is a fantastic

John Jantsch (24:39): Idea. It’s very funny. Well, Gina, I appreciate you taking a few moments to come and share with the Duct Tape Marketing Podcast. And is there someplace you might invite people to connect with you or find out more about Mighty?

Gina Bianchini (24:49): Sure. I probably spend the most time in our mighty community. And short of that, I’m also on LinkedIn and Instagram and X, formerly known as Twitter. So that’s certainly a place to find me

John Jantsch (25:06): And it’s mighty pretty easy to find. Mighty networks.com.

Gina Bianchini (25:09): Mighty networks.com.

John Jantsch (25:11): Yep. Awesome. Well again, appreciate you stopping by and hopefully we’ll run into you one of these days out there on the road.

How to Transform Client Acquisition with Creative Gifting Strategies

How to Transform Client Acquisition with Creative Gifting Strategies written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

 

In this episode of the Duct Tape Marketing Podcast, I interviewed Steve Gumm, a marketing consultant and the Chief Marketing Officer (CMO) at Gilded Box, a luxury corporate gifting company. He has extensive experience in helping companies break open doors and build lasting relationships through personalized and thoughtful gifting strategies.

Through his experience, he reveals the transformative potential of creative gifting in client acquisition, showcasing how agencies can stand out in a crowded market and foster strong, meaningful connections with their clients.

Key Takeaways

Steve Gumm, CMO of Gilded Box, emphasizes the power of personalized gifting in marketing, demonstrating how businesses can effectively attract and retain clients through thoughtful and unique gift campaigns. The process involves understanding the client’s needs and preferences, designing customized gifts that resonate on a personal level, and leveraging these gifts to build trust and open new opportunities.

He explains that successful gifting campaigns are not about the monetary value of the gifts but the thought and personalization behind them. This approach creates memorable experiences that leave a lasting impact on clients, making them more likely to engage and maintain a long-term relationship with you: the business. This episode offers age-old wisdom for businesses looking to enhance their client acquisition efforts through the classic personalized gifting technique.

 

Questions I ask Steve Gumm:

[01:54] How did you go from being a Marketing Consultant to being a Gifting guru?

[04:18] Is the unavoidable gift strategy a retention tactic or lead generation approach?

[08:31] How do you narrow down your target audience successfully?

[10:59] How do you begin a Gifting Campaign?

[14:45] Do you have some examples where you really surprised a client with a Gift?

[15:47] How has technology improved the effectiveness of Gifting Campaigns?

[18:15] Are there instances where the benefits of a campaign with a particular client immediately but have always remained top of mind?

[19:44] Is there someplace you want to invite people to check out what you’re doing and connect with you?

 

More About Steve Gumm:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

 

Speaker 1 (00:00): Duct Tape Marketing really helped me to shave at least six to eight months off of work that I was dreading after leaving the corporate world. Even before I participated in the agency intensive training, I had already landed in my first customer. This, in essence, more than paid for my investment in Duct Tape Marketing.

John Jantsch (00:18): What you just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM World slash scale.

(01:03): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Steve Gumm. He is a marketing consultant who started his career running an agency that worked with some of the most recognizable brands, including celebrities and professional athletes using creative outreach to break open doors. After a successful E, he’s taken on the role of A CMO at Gilded Box, a luxury corporate gifting company. The designs builds and delivers extraordinary gifts to help companies open doors, close new deals, motivate employees, and build blasting relationships. So Steve, welcome to the show.

Steve Gumm (01:40): Thanks for having me. It’s more than an honor, John. More than an

John Jantsch (01:43): Honor. Well, so talk a little bit about your marketing journey. I mean, I gave a very brief sketch of it there, but I know in the past we had talked, I think maybe a few years back were just, you were a marketing consultant, had a marketing consulting firm. What’s changed for you maybe in terms of your objectives as well as how those are coming out?

Steve Gumm (02:06): Yeah, like most journeys, I had my own agency and then I went into consulting, and it’s one of those deals. I think even as a consultant, I’ve always gravitated towards some businesses you want to help, but some you want to help. Of course all of them, but some you’re more thrilled about. And so I went through and was basically helping sales and marketing teams doing the whole fractional CMO type of thing. And when Gilded Box came around, it’s just something that I fell in love with. And I think for everybody, you try to find that thing where it’s like, okay, there’s something here that just feels right. And I was just very fortunate. It wasn’t by design, but everything just came together for me. And so why I still do have other clients. They go the boxes at least 80% of my time now, and it is been fun.

(02:48): It’s interesting too, just Russell, the CEO here, we talk about it all the time, how things kind of come full circle because the type of stuff that we do here as a business is very similar to the stuff I was kind of doing on my own for years to try and crack open accounts and get attention and deliver some level of, I used to call it unavoidable, my team, I would say, okay, let’s send ’em something unavoidable. If we really want to work with them and we really know we can help and it would be a good fit, let’s send ’em something that they cannot avoid. And back in the day, we got crazy going after some celebrities and sports teams, et cetera. We went way over the top with some of that stuff. But it works. It takes time, effort, energy. I think it’s more fun, but it definitely works.

John Jantsch (03:36): Yeah, I wrote out about it actually in the first edition of Duct Tape Marketing in 2007, something I called Lumpy Mail. And it was the same idea. I would send things like box that would have a whole bunch of old keys in it or something that’s new. It’s like, what? And then you tie it to the message, and we had one client that was trying to promote their total solution for something. And so we mimicked the total cereal box. I don’t think we asked post, but we did it anyway and we sent it with a gallon of milk, which made it really, like you said, people are like, what in the world is this? It really does open doors. But I can also hear people saying, well, that might’ve cost 40 or 50 bucks a whack. Is that something you can do as a retention thing or do you feel like that’s an approach you can do? Lead generation

Steve Gumm (04:26): Mean both. So for me, the way I look at it is, and part of what we do here at Gilded Boxes is make things scalable. So around budget. Now gifting is different than swag by you really can’t compare the two, and there’s a place for each. I’m cool with both, but I think every business is a little different. I’ve always been in the B2B world, so I’ve been fortunate in that typically lifetime value of a customer. Even the short term value. When you actually talk to a team, and this used to happen to me when I was doing consulting all the time, I’d be like, what is the average client worth? And usually it was a sizable number depending on, I was working a lot of manufacturing, so some of ’em got huge, but then you sit back and you’re, okay, well, what are we doing here? Let’s get a list of the hundred. That would be amazing, and just try to get 20. What if that’s all we did?

(05:13): And it succeeded. And then everyone’s, when you take a step back and really evaluate what you’re trying to accomplish, it just makes those type of decisions a lot easier. If we spend, it doesn’t matter the X dollar amount, you quickly realize that, well man, we could spend all this. If we get one, it’s worth it. So when you break down the math, usually, especially on the acquisition side of things, it works. And once you have a client, that retention side of it, it is all based on value and scenarios, but I don’t think you have to be expensive at all. I mean, what we do here obviously is gifting from design packaging and all that, but I’m also a huge fan of just handwritten letters and anything that shows me that, wait a second, this person actually took the time to think about me, and they’re reaching out. However you do that, it’s just so powerful in a day where with AI and automation, it’s easier to go, okay, 50,000 people click and it sends out. It just seems like that would be, oh, that’s wise. But when you take a step back, it can be very effective in a day where not too many people are doing that type of outreach. It’s just crazy effective.

John Jantsch (06:26): And I think you hit the nail on the head. I mean, I work with a lot of consultants that sell high ticket, high trust is very, very important part of the equation. And when they stop and think about their goals, sometimes onboarding three new clients would actually be hard in a month, but we’re trying to market to 20,000 people. It’s like maybe 10 good ones, 10 good appointments. What would it take to get that? And I think when people start looking at it that way, they probably should start saying, yeah, I guess I better not automate my outreach on LinkedIn.

Steve Gumm (07:01): Right, right, right. Yeah, it’s just too tempting for marketers and salespeople. It’s so tempting just to go for the big numbers because I don’t care, even if it is outreach on LinkedIn to do something legitimately authentic and personal, it takes not a lot of time, but it’s not as easy as just a name and enter. You’ve got to put some effort into it.

John Jantsch (07:22): But I think it really, I, and I know you agree with this, it’s the whole premise here, but I mean, it’s so easy to stand out now doing it because people realize you didn’t automate that. They realize you actually took some time, or heaven forbid, I get these outreach on LinkedIn and people will ask me, somebody literally today asked me, do you still have your agency? I was like, that’s your opener. It’s like, if you don’t know what I had for lunch today, you’re not paying attention. It’s crazy.

Steve Gumm (07:54): Well, you probably get more of ’em than I do, but I get a lot. And so I can only imagine how many you get where they’re just so off base. It’s clearly, I’m just on a database and I’m not a picky either. When I see that stuff, I see people post online all the time and they bash it. I mean, I get it. People are trying to make a living. They think it’s the right solution. I’m not mad at it, but it doesn’t work.

John Jantsch (08:16): Yeah. Well, I tell you, let’s flip it around too, because for that person, and I know you believe in the whole, I want to work with people that we share some beliefs and purpose casting that net to thousands, how are you going to get the client you want to work with, right? I mean, I think that’s as big a part of this as if I take the time to research and look at what they’re doing and look at how we could connect and build trust together, I’m probably going to get the right client. I,

Steve Gumm (08:45): Yeah, and you’re a big phony with a whole book on it about referrals. I think people don’t oftentimes pay attention to the snowball effect of getting the right people initially. If you know that these people are a, you can help ’em. You have a solution that works for what they’re trying to accomplish, their goals, but it’s the perfect where you’re like, man, if we could just work with this person for whatever reason, if you do a good job there, chances are they know people who are aligned a little bit, at least with what they do. And so the referrals not only are, they probably come in more often, but they’re way better.

John Jantsch (09:18): Yeah. Yeah.

Steve Gumm (09:19): Awesome.

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(10:27): So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to Active campaign today. Talk a little bit about, and we can get into the mechanics of how you do it at Gilded Box, but talk a little bit about the concept. Not a matter of sending somebody something really expensive. They’re like, wow, they sent me something really expensive. There’s more to the entire campaign approach to it. Talk about maybe if somebody were thinking about this idea of, okay, I’m going to come up with a Dream 100. What would a campaign that involved gifting look like?

Steve Gumm (11:03): So you could definitely do it in multiple steps, but I think to take a step back for a second, you touched on it has to be something elaborate. Yeah, we do some super high end gifting, but it doesn’t have to be at all. We even say internally, if we do our job, what’s in the box of what you would consider the actual product actually should be an afterthought. The experience that we have done here, and it’s funny, as we were building this, it really was looking at what I had done in the past, what Gil Box was doing currently, and just removing friction. So for example, we handle all of the design because we think that’s critical to the personalization, the entire experience. And we know that is oftentimes a tough spot for a lot of businesses. They don’t have designers, they don’t whatever. So we take that because we want that box.

(11:55): The way we engineer the boxes from the way the products sit inside, it’s all, we have packaging engineers here. That’s what they do. And for us, it’s all about that experience so that when you are doing a gifting campaign, for example, you’re going after your top 100, obviously there’s methods to that. For us, the gifting usually is not out cold. We always recommend build some rapport, share some knowledge, engage on social, give some awareness, and then when you really want to step it up, you can go into a gifting program that obviously once you get a client, then the retention part of that type of effort goes into it. But everything that you would want to do to really wow somebody, we just wanted to make it as easy as possible.

John Jantsch (12:41): So the gift is one component of it. I’ve experienced kind of your process, and one of the things I thought was a brilliant piece, and this is carrying the personalization a step further, is that the box itself had to be completely personal because nobody else, it wouldn’t have made sense to anybody else what you did. But then the note that then had just a QR code that went to a then also personalized video. And I think to me that was a step that took it even farther than just like, oh, wow, I got this nice thing. Now you actually, what was in the box you actually nailed? That’s the brand that I have their grinder and I have their kettle. And so you said you didn’t know that part, or at least I hope you didn’t know that part. That was getting a little too close, but you knew I liked coffee, but that again, I was getting at their components to the whole thing. It’s not just like, oh, send a bunch of boxes out.

Steve Gumm (13:38): Yeah, a hundred percent. I mean, the whole process is really who you’re trying to, what message you’re trying to display. So in that instance, in every instance really, it’s about letting people know that they’re being recognized. Now, when you’re doing this at an enterprise level, of course you’re probably going to minimize some of that. A lot of the packaging and what’s inside is very similar, but we personalize them in a way where there’s still that wow factor in that, oh, they were thinking about me as opposed to something that you’re just giving out. And that really is, there’s a method to the madness, and it all starts with design, which requires a little bit of research and homework on our team’s end to actually nail that. Because when you receive it, even before you open it, we want you to be blown away. Our objective, and we believe this to be true based on feedback that we get, is the packaging itself. That box itself is something people keep just like a gift. And that’s when we know we’ve done our job and is fun. It is the most fun business I’ve ever been a part of by a long shot.

John Jantsch (14:42): Do you have any examples, and maybe you’re not at liberty to share ’em, but do you have any examples of some kind of crazy things? And again, I don’t know if you ever see this, the success end of it, if the client comes back to you and says, that was amazing, let’s do it again. Maybe that’s an indicator, but do you have any kind of case study of somebody doing something pretty cool?

Steve Gumm (15:02): Yeah, and to piggyback on that, we get emails all the time, which is the best where our customers telling us, or even forwarding emails from their customers, like, wow, this is great. We’ve done some pretty crazy stuff. We had a company that was agency working with Chanel, and they were doing a groundbreaking, and we actually did a shovel called the Chave, same branding and same everything, and put it in a pretty big box for them and delivering, of course, it was a huge hit. We were joking even this morning, I was talking to Russell, our CEO over here, how we’ve been doing this for so long. Some of the stuff we’re not blown away with anymore. We’re so used to it. But when you get the responses like, man, that really is pretty cool.

John Jantsch (15:45): And the personalization aspect, certainly technology has helped that come along, but you think about the companies that buy a thousand coffee mugs and they give ’em out to clients coffee mug with their logo on it. Sure. I guess I need a coffee mug. I’ll send it over here. But the technology is such that I can have a thousand clients and send a coffee mug with their logo on it, which to me might be a lot cooler to get.

Steve Gumm (16:11): Yeah, I mean, from a gifting standpoint, it’s one of the things that we’re working hard on the marketing side is communicating the difference between swag and gifting. It is totally different. When you think of swag, it’s more of an advertisement for you for promoting your business, and there’s a place for that. We’re fans of that as well. But when it comes to gifting, you really want to make it about them. So if it’s something, if you know something about their family or their hobbies or something where you can make it truly unique to them, that’s a gift. And we always tell our clients, if you’re going to do some promotion or branding of any kind, leverage the packaging. We do an amazing job at that. But what goes inside, it should be very clear that it’s been thoughtful and you put some care into what you’re delivering because it just makes a huge impact.

(17:00): How often do you get something like that? It’s very rare. To your point earlier, a lot of that old school stuff is very effective right now, but because everyone’s been trained on automation technology, it takes a little bit of effort, and I guess you could call it riskier. I mean, it’s more effective, but it takes much more to even send a piece of mail, whatever it is, you got to put the time into it. You got to print, you got to. So I think people just default that we’ll just send these emails, but boy is there an opportunity in creating experiences.

John Jantsch (17:34): Yeah, and I think the unfortunate thing, or at least the leap that a lot of people make, because there isn’t any risk in sending emails. I mean, if the message bombs, if nobody responds, it’s like nobody’s hurt. Whereas I remember the days of you’d spend $10,000 on a direct mail piece or commit to a year long, $3,000 a month yellow page ad, no idea if any of it was ever going to work. You were stuck with it till next year. So I mean, I do see that people kind have that fear of like, oh, I’m going to out. I’m lay out five, 10 grand. What if it doesn’t work? But I do think that, I’m guessing you probably have anecdotal information on this, the impact may not be filled immediately. Do you find that sometimes the shelf life, so to speak, of the gift or of the idea or the promotion might be for months that somebody’s like, I’m not ready right now, but that’s who I’m calling?

Steve Gumm (18:30): Yeah, for sure. I mean, a hundred percent. It just changes the dynamic of the relationship. And so I think an easy way to think about that is when you’ve put that much time and effort and personalization into something, there’s just some reciprocation there on. If you send me something like that, and let’s say I’m even the wrong target, which we wouldn’t recommend, but even so, I’m going to be much more inclined to at least give you feedback and share where we’re at and what opportunities may or may not be here as opposed to responding to one of the 10,000 emails I get any given week. So the longevity and the opportunities and the doors that it opens can’t be understated. I mean, I know I’m in the business, so it’s like, oh, this guy’s what he does for a living. But we see it time and time again, and we eat our own dog food as well, and it works. We’re creating a couple of fun series coming up of content where we’re going to start to share some of this. Nice. Just because it is very effective, and I think anybody that tries it, whatever you’re doing, if you get more personal and outside of the tech world where it’s more human to human, I can’t express the impact that you can have. It really is amazing.

John Jantsch (19:39): Awesome. Well, Steve, I appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast. Is there anywhere you would invite people to connect with you and find out more about your work?

Steve Gumm (19:48): You can find me on LinkedIn. I’m just LinkedIn, wherever Those are Steve Gumm. I’ve got a very uncommon last name, so it’s not hard to find me and then gildedbox.com, so G-I-L-D-E-D-B-O-X.com. We have plenty of resources there. If want to reach out to anybody and you’re looking for stuff, we’d be more than happy to help you create some amazing experiences.

John Jantsch (20:08): Awesome. Well, again, appreciate you taking a moment, and hopefully we’ll run into you one of these days soon out there on the road.

The FUD Factor: How Fear, Uncertainty, and Doubt Shape Leadership

The FUD Factor: How Fear, Uncertainty, and Doubt Shape Leadership written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed Brendan Keegan, a seasoned executive with over three decades of experience in leadership and innovation. Brendan is also the author of the book “The FUD Factor: Overcoming Fear, Uncertainty, and Doubt to Achieve the Impossible.” Our conversation covers the profound impact of fear, uncertainty, and doubt (FUD) on leadership and how mastering these emotions can shape the trajectory of businesses and individuals alike.

 

Key Takeaways

Brendan Keegan emphasizes the transformative power of addressing fear, uncertainty, and doubt (FUD) in leadership. By embracing failure as a learning opportunity, fostering a culture of fearless leadership, and developing emotional intelligence, leaders can overcome mindset barriers and drive growth. Strategies for overcoming FUD include encouraging open communication, setting clear goals, and celebrating successes, ultimately empowering individuals and organizations to achieve greater efficiency, effectiveness, and success.

Questions I ask Brendan Keegan:

[02:11] Is there’s a personal story of how you overcame FUD?

[03:30] How does FUD show up in the workplace?

[05:00] What are some best practices to admitting fear and overcoming it?

[06:42] What inspired you to write a book about overcoming fear?

[07:39] Talk about fearless leadership

[10:55] What are some of the key traits that this fearless leader needs to learn or evolve in their arsenal?

[13:16] Would you say a high level of self-awareness is one of them?

[14:41] How does leadership act as a differentiator between good teams and great teams?

[17:32] Why does leadership matter more now than ever?

[19:56] Is there some place you’d invite people to connect with you, and learn more about the FUD Factor?

 

 

More About Brendan Keegan:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

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Speaker 1 (00:00): I was like, I found it. I found it. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients. It’s changed my engagement with the team. I couldn’t be happier. Honestly. It’s the best investment I ever made. What

John (00:17): You just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM World slash scale.

John (01:04): Hello

John (01:04): And welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Brendan Keegan. With over three decades of experience, he’s known for his practical insights and passion for innovation. Brendan’s focus on leveraging technology to streamline operations has made him a trusted resource for businesses of all sizes. He’s also the author of a book we’re going to talk about today, the FUD Factor, overcoming Fear, uncertainty, and Doubt, to Achieve the Impossible. So Brendan, welcome to the show.

Brendan (01:36): Alright, welcome. Thanks so much. I’m excited to be here. And just talk a little bit about marketing and fud.

John (01:41): So with St. Patrick’s Day, I’m recording this in March with St. Patrick’s Day, not too far behind us. I’ve been watching a couple Irish movies and I’m got to tell you, Brendan Keegan sounds like a character from an Irish movie.

Brendan (01:52): Yeah, well, my middle name’s Patrick, so I got the a hundred percent factor going there.

John (01:59): Awesome. So one of the main premises of the book is this idea of fud, which I think is a term that I’ve heard used by other folks. Fear, uncertainty, and doubt is kind of learn throughout our lives. I’m curious if there’s a personal story of how you overcame your own brand of fud.

Brendan (02:18): Well, it’s interesting. As a kid, your parents kind of put FUD onto, but you don’t realize it until you’re a parent. So I remember when I started realizing it when our daughter was really small, but then when she started playing sports, and I still remember she had a skateboard, and all of a sudden it’s get the helmet on, get the knee pads, get the elbow pads on, and it’s like, Hey, in case you fall now to a 5-year-old, they don’t think they’re going to fall. So I put the idea of falling into her head and with all the equipment, all of a sudden she was thinking, Hey, I’m just going to go down the hill. I’m going to ride it over to my friend’s house, house’s going to have no issues. And all of a sudden I turned what was going to be a fun ride into a very dangerous sport that she had to be very careful of. The same could be said, going downhill, ski, and you get ’em bundled up, put the helmet on and everything. But as parents, we tend to be protective because we know they can fall, but we start to unintentionally with the best of intentions, impart some of our fear, uncertainty and doubt. Fear. What if they fall, they’re going to break their arm. Well, they didn’t plan on falling.

John (03:30): So how does that show up then in the adult version of the workplace?

Brendan (03:36): Well, as you grow up, it manifests where all of a sudden someone wants to play soccer, and it’s like, I’m not sure if I’m going to make the team. Well, do I try out? Do I not try out, who am I going to ask to prom? What if they say no? It’s like, well, what if they say yes? So we start just as human beings to put the doubt inside our own heads, whether it, well, I’m not going to try off this document, I’m not going to make it. Why? Well, I’m not good enough, as opposed to, Hey, if I practice, I’m good enough. And some of that just can be environmental. Did you grow up in a house where your family, your guardian, your uncle, your parents did say, Hey, if you practice 30 minutes a day, you’re going to make the team? Or did they reinforce the, Hey, it’s going to be really tough to make the team. I coached football for a number of years, not here. Parents say, I’m so concerned, I just know if he plays football, he’s going to get hurt. And I’d say, what if I told you there’s three times more injuries in cheerleading than there is football in youth sports, or if that matter, high school sports, but you don’t have a fear of your daughter or son cheerleading. But football has that, and so we’re just programmed.

John (04:47): So you talk about this, some examples of how you’ve worked with team members to push them on because people show up then at the workplace in their twenties, thirties, and forties, still with some of that residual doubt. So what are some of the ways that you’ve found practices, tactics, strategies, whatever you want to call ’em, to get people to move paths that to like, okay, I’m admitting I’m afraid. How do I move past sales?

Brendan (05:10): I think the first thing is talking about you are going to fail, just kind of saying, okay, it’s okay to fail. So on my wall at every office, I have the saying, have the courage to fail and the faith to succeed. So the first thing, best practice is make failure acceptable. So that’s automatically, you’re going to say, well, if this doesn’t succeed, I’m not going to lose my job. I’m not going to be in the penalty box. I’m not going to get in trouble. The next thing I’d say is when you do have failures in your company, don’t hide from ’em. Talk about ’em. So if you do zoom calls, say, Hey, this week we’re going to talk about one of our successes, but we’re going to talk about one of our failures. And when you talk about the failure, talk about what you learned and how you’re a better company because of the failure, because I’ve had lots of failures in my career going into new markets, and you really learn, wow, we thought we were going to do well in this market, and you really learned that you didn’t, by the way, sometimes when you’re successful, you don’t diagnose it as much as to you just kind of keep doing it.

(06:09): So I think the first best practice is let failure be acceptable, let failure be something that’s possible, and then just some very light training on how do you overcome fear. Some of that can be design thinking, some of it can be some innovation courses. And what’s great now is whether it’s LinkedIn learning or just all the free learning online, there’s courses where you can learn how to think and then test your ideas.

John (06:35): I probably should ask this first, but you’re, by all intent and purposes from your bio, you’re an operations guy. What inspired you to write a book about overcoming fear?

Brendan (06:47): I’ve had a chance to be a CEO for the last 23 years, and I’ve gone into six different companies, every one of ’em. We were trying to either do a turnaround or a transformation, so we were trying to go against our natural momentum. And what I found is I had to spend more time internally changing mindsets than externally. Externally, you could see here’s a great market, but internally I’d have people saying, oh, here’s why. Here’s, we’re not going to be successful in that market. We’ve never pursued that market. We’re not prepared for that market. And I’d scratch my head as an outsider, saying, why? And you start to get the, well, we haven’t done that before. And my favorite is, well, we tried that when? Five years ago. Five years ago for

John (07:29): One week, right?

Brendan (07:31): Or five years ago, you might not have had the capability to do it that you have today. And just things change.

John (07:37): You talk a lot in this book about something you call fearless leadership, and I’m curious if you could help to find that, because I mean, there’s certainly lots of fearless leaders that lead people off cliffs as well, so I’m guessing that’s not exactly the same sense in which you mean it.

Brendan (07:52): Yeah, no, in Fearless Leadership is about creating an environment that allows people to fail, allows people to try, allows people to take risks, and then allows those successes to be celebrated. So it’s not reckless leadership. I’m not a fan of, Hey, let’s just pursue any market for any reason. One thing I talk about oftentimes is establish some guardrails like, Hey, we can pursue any market as long as we make 5% margin. So you’re saying, okay, you can’t pursue something that we’re going to lose money or say, Hey, we’re going to start a business, and it’s okay if we lose money in the first year. It’s not okay if we lose money in the third year. Someone might say, well, to start the business, I can’t make it profitable the first month, but I can make it profitable after a year. What I find is set up some parameters, set up some guardrails and say, okay, this, as long as we’re within here, you can operate in any way you see fit.

(08:46): And that can be how fast do we want it to grow? What clients do we want to pursue? How profitable do we want it to be? What’s the time horizon? We’re going to do this for six months, and then we’re going to assess. So it’s not reckless, but it’s creating an environment, setting parameters, and then going after it in a way that you wouldn’t have gone after. Because if you go after it in a very calculated, slow manner, there’s a good chance that the opportunity passes you by. So you do have to go about it in a very intentional way.

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John (10:37): So leadership’s one of those things that it’s like sales people are either really good at it or they’re not, right? They, they’re like born salespeople. Same with leadership. I think a lot of people say, oh, that person’s born leader, some people suggest that it can be learned. I know that you fall on the, it can be learned, but what are some of the key traits that this fearless leader really needs to have or really needs to learn or evolve in their arsenal?

Brendan (11:05): So the first is when I look at the best leaders out there that are able to do fearless things that are able to transform businesses, the first thing that they have is they’re good communicators. That’s both in writing and in person in verbal communications, they’re able to articulate their ideas, they’re able to then influence people to follow them, meaning they come up with an idea, like during covid, we said, Hey, e-commerce and last mile is going to take off. More people are receiving things at home. I was running a commercial fleet company, so we said we should pursue that more. Okay, great. Then what you needed to do is then you needed to influence more people. So you needed to create a narrative and be able to communicate so you could influence people. The third thing is people that are good disruptors or transformers or innovative or fearless, tend to be good at relationships because they know I’m asking you to take a risk with me.

(12:01): So what’s our trust level? Do you believe in me? Do we have trust? If you have trust in me and I’m influencing you and I’m keeping you up to date and I’m communicating with you, you’re much more likely to come along with me as opposed to simply just follow. Now, some of the other things are, they’re also good project managers. They’ve got some good project management skills, not, Hey, we’re going to try this anyway. So they’re able to say, we’re going to do phase one, we’re going to do phase two, we’re going to do phase three. By the way, now they don’t individually have to have all these skills. They got to make sure the team

John (12:34): Has these skills. Yeah, I was going to say, I’m terrible at project management, but I have a great number too.

Brendan (12:39): But that’s where you’d read the communications. The next thing is you’d create the vision and then you might bring in somebody that says, okay, you’re going to work in Microsoft Excel or Microsoft Project. You’re going to run the project side of this. And so you don’t have to have the skill, but the team has to have that skill. And that last one I talked about is you have to be able to paint a higher vision of something extraordinary, something that is above the norm so that people can strive for that.

John (13:07): I interview, I’ve been doing this show for 15 years, and I’ve interviewed dozens, probably a hundred folks that have written books on leadership. I’ll tell you the one thing that always comes up when somebody’s talking about becoming a better leader is a pretty high level of self-awareness, like understanding yourself. I’m curious where you would put that one.

Brendan (13:29): Yeah, so I put that under the banner of eq, emotional intelligence. I know at one point in my career, I got told Brendan, you got all the IQ to do anything you want in this world, but if you don’t develop more eq, you’re going nowhere. And tough message to receive In my early twenties, and this is why I believe leadership can be learned, I really learned how to have more e and self-awareness. And oftentimes you get people who are working on a project, especially if it’s a fearless project or a disruptive project, where they get myopic tunnel vision, where it’s all about their project and they don’t realize, no, you’re in a bigger company. There’s a bigger thing going on. The resources you need might be necessary, might be pulled to work on another project. So I know that was something I wrestled with early in my career. It’s like if it was my project, I was like, I was going to run it up the hill. Even if I had to even run over a team member, I have to really learn. And that’s that influence part, and that’s that relationship part where as you ratchet up your eq, most of us have the IQ to do whatever we want. We really do. It’s the emotional intelligence that oftentimes pulls us back.

John (14:37): Kind of the read the room thing. Yeah, you go as far as saying, let me find it. Leadership is the single biggest differentiator between good teams and great teams and organizations. That’s putting a lot up. Some might suggest an outsized amount of impact over product, over marketing, over talent. Helpful. Fill in the blank there.

Brendan (14:58): Yeah. So many times when we look at great products or great companies, they weren’t the first to develop it. Oftentimes they were the second, they were the third. They were the ones though that were willing. They were the ones that were ready, willing and able to go try it. So whether this is video streaming, when Blockbuster had that ahead of Netflix, the digital camera, Kodak had that before the Instagrams, if you will, of the world. How about the Blackberry? The Blackberry had a jump on Apple and Samsung, and then Apple really kind of jumped in there. So when you diagnose a lot of that and you say what held some companies back and what throttled more companies forward? It was those leaders that were able to communicate influence, build a vision, build their relationships, and get their teams to climb the hill, as opposed to at companies that had superior products, the superior product was going to get you so far before somebody fundamentally came up with something that was as good or better. And how do you bring the entire company along? And we can look at the Apples, the Starbucks, the Netflix, the Amazons, the eBays companies that they really, Tesla, their cultures became so vital to their success.

John (16:19): You imagine that meeting an executive at Kodak walks in and says, look, five years from now, nobody’s going to be using film. We have Doug Bo all in on digital cameras. I mean, I’m guessing that probably happened somewhere, and they went, get out of here. We never want to hear from you again. Right?

Brendan (16:35): Well, at that point, a huge part of their profit came from the film, just similar to at one point the HP printer division. All their profit wasn’t from the printers, it was actually from the cartridges. Now, I’m sure some engineers said, Hey, I came up with a cartridge that uses a lot less sync, and they’re probably like, oh, no, that’s not what we want. But that’s where there’s a saying, cannibalize yourself or be cannibalized. If you’re not going to do it, somebody’s going to do it to you.

John (17:01): I use the example all the time. Newspapers wouldn’t give away free classified ads because it was such a profitable part of their business, and then Craigslist came along and all of a sudden they were hurting.

Brendan (17:13): Yeah. Okay, good.

John (17:15): So you talk about six key reasons why leadership matters more than ever today. So it feels like every new, I’ve owned my own business for 30 years, and it seems like every year X matters more than ever. X matters more than ever. Why does leadership matter more now than ever?

Brendan (17:35): Yeah. So right now we’re seeing the baby boomers start to age into retirement. And so if you just look at the generations, you’re seeing baby boomers now, by the way, baby boomers are living longer and working longer. So that’s helping. But literally, when you just look at just pure math demographics at the number of people retiring and the number of people entering the workforce, it suggests that there’s a void being created now as people are entering where the voids being created is in the leadership ranks, in that somebody that’s retiring with 35 years, 40 years experience, that experience has translated into some level of leadership. Now, leadership isn’t always a hierarchy leadership. They could be an individual contributor, but they’re leading an r and d project on a given product because of their experience and what they’ve done. So when you look at the first thing is the math.

(18:29): The second is that void that’s being created, we’re asking people to lead earlier than we ever have. So when I look at companies that I’ve run over the last five and six years, I’ve had people in their late twenties and thirties running significant parts of the business that 15 years ago they would’ve been in their late thirties, early forties. And some of that’s just, you look around and you say, Hey, this is the talent that’s available. Now, what I’ll also tell you is as you look at each generation works differently, thinks differently, learns differently. One thing that when we talk about diversity, going a little off topic, one thing I talk about in leadership that a lot of people don’t is have diversity of age on your leadership teams have somebody in their twenties, thirties, forties, fifties and sixties. And the best example I give is if you hand a 60-year-old, a Rubik’s Cube and a 15-year-old of Rubik’s Cube, they absolutely go about it. Totally different. The 60-year-old starts spinning it around. The 15-year-old goes to YouTube for someone to watch a video on how to do it. As you build leadership, I think it’s great. I think it’s an amazing opportunity to bring younger people into leadership. I think if people that are in their mid to late career are willing to sit in the room and learn from them, I think you’re going to be a more innovative, more disruptive, more transformative company. Yeah,

John (19:50): No question. I concur. So Brendan, I appreciate you taking a moment to stop by the Duct Tape Marketing Podcast. Is there someplace you’d invite people to learn about you, connect with you, and obviously find out more about the fund factor?

Brendan (20:03): Yeah, sure. So F Factor is available online at any of the bookstores, Amazon, Barnes and Noble. I’m on Instagram. That’s probably where I’m quite a bit on at BPK Brennan p Keegan Fearless. I have a LinkedIn newsletter, about 150,000 subscribers. It’s Fearless Leadership. You can hook me up on LinkedIn. I’ve got my email and my mobile phone right there. So if you want to reach out to me right there. And then I also have a website, brendan p keegan.com. If you’re looking to, you can get more information.

John (20:31): Awesome. Well, again, I appreciate you stopping by. Hopefully we’ll run into you one of these days out there on the road.

Inside Out: Unlearning it all and Building Leadership from Within

Inside Out: Unlearning it all and Building Leadership from Within written by Tosin Jerugba read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed Scott Stratten. President of UnMarketing. Scott Stratten has Co-Authored 6 best-selling business books with his business partner and wife Alison and was formerly a music industry marketer, National Sales Training Manager, and a College Professor. They ran one of the most successful viral video agencies in the world for nearly a decade before solely focusing on speaking at events for companies like Walmart, Pepsi, Adobe, IBM, Microsoft, Cirque du Soleil and Saks Fifth Avenue when they need help navigating their way through the landscape of business disruption. UnLeadership: Make Building Relationships Your Business.

 

Key Takeaways

In this riveting episode Scott Stratten discusses the concept of Unleadership. A sequel to their practical and effective ideas on Unmarketing. Drawing from their four-page chapters book, Scott compares leadership to culture as it continues to be made of the unseen “everyday stuff”, as opposed to what you can make a picture out of such as: a person addressing a team of individuals.

Beginning with a dose of self-awareness and the fact that “you don’t know what it’s like to work for you”. Scott challenges leaders to define what a ‘job’ really is and to question what they consider ‘insurbordination’ in the workplace, touching on the other side of the coin: the overused, misused phrase ‘we are a family’ when referring to the business, and many other overlooked yet relatable pointers in building professional and empathetic subordinate relationships required to achieve set company goals and build a culture that is understood even at the very top of the organisational structure.

Questions I ask Scott Stratten:

[01:59] When is the aptly named revised edition of ‘QR codes, kill kittens’ coming out?

[06:16] What is unleadership?

[07:26] Would you say that most leaders need to unlearn what they’ve been taught?

[15:18] Talk about how leadership is a creative act?

[16:26] How do we draw the line between the family concept of the workplace and being cordial?

[20:16] Do you have a story that sets a great leadership example of somebody you profile?

[22:23] Where can people connect with you?

 

 

More About Scott Stratten:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Sign up for a 15% discount on annual plans until Mar 31,2024. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

Testimonial (00:00): I was like, I found it. I found it. This is what I’ve been looking for. I can honestly say it has genuinely changed the way I run my business. It’s changed the results that I’m seeing. It’s changed my engagement with clients. It’s changed my engagement with the team. I couldn’t be happier. Honestly. It’s the best investment I ever

John (00:16): Made. What you just heard was a testimonial from a recent graduate of the Duct Tape Marketing certification intensive program for fractional CMOs marketing agencies and consultants just like them. You could choose our system to move from vendor to trusted advisor, attract only ideal clients, and confidently present your strategies to build monthly recurring revenue. Visit DTM world slash scale to book your free advisory call and learn more. It’s time to transform your approach. Book your call today, DTM world slash scale.

(01:03): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Scott Stratten. He’s the president of UnMarketing. His co-authored six bestselling business books with his business partner and wife Allison, and was formerly a music industry marketer, national sales training manager and a college professor. If we could just add NBA started, it would be amazing.

Scott (01:29): It just

John (01:29): All how professional speaker for companies like Walmart, Pepsi, Adobe, IBM, Microsoft, and the list goes on. But today we are going to talk about his book, leadership Making, make Building Relationships Your Business. So welcome, Scott.

Scott (01:46): John. If it wasn’t for my height, my endurance, my strength, my shooting ability, my defending ability and rebounding, I would be in the NBA. Thank you for having me on, John. It’s wonderful to see you again

John (01:56): As with all of us.

Scott (01:57): Exactly, exactly.

John (01:58): Here’s what I really want to know. When is the revised edition of QR codes kill kittens coming out?

Scott (02:05): The best part. The best. I know it’s a joke, but the best part about that is when you write a book called QR Codes Kill Kittens, which is a business picture book of business screw ups. When a New York Times reporter during a pandemic, Googles QR codes because they’re doing a story on how crazy they’ve been. Whose name do you think comes up first for them? Every single time I got into New York Times twice, including I have it right here beside me for my mom, an edition of the New York Times just because of that. So it’s like if it didn’t bring me anything and people were every single, I swear John, every time it came up in the news somebody, people would forward it to me. What do you think now? What do you think now? And I’m like, it only took a pandemic. And for Apple to make the iPhones have it natively in the camera. That’s all. That’s all. Congrats. Save the kittens.

John (02:55): Yeah, but they still don’t belong on Billboards on the Highway

Scott (02:58): Though. But they still don’t belong a billboard. They still don’t belong in an email. All the rules still apply. It hasn’t changed. Go back, look, go to the tape. You have me. My about it was a Whataburger conference and I had told them, I said there, I’m like in a closed system, great boarding pass killer concert ticket. Awesome. You walking around in public, not as easy to do. If you’ve ever seen a human being, it just, it doesn’t always work. So yeah, so congrats. The QR codes, they’re the true winner of the pandemic.

John (03:26): That’s right, that’s right. Good point. So one of the things I like about this book is that the chapters are all really short. There are 70 like four page chapters, and I get excited when I finish a chapter.

Scott (03:40): One of the great things with, I’m such a lucky human because Allison is a brilliant writer and I run after squirrels. I just run around and there is a reason why I got so big on Twitter, right? That’s about my length of my focus of time that I can write things for. And so when originally marketing was doing, I was writing it in the way that I thought, which was very short, great chapters. And Allison just ran that with the baton. And when we got to on leadership, one of the really key things, and the reason why there’s 70 smaller chapters in it is because if Allison, and I believe that one of the most important parts of leadership is self-awareness. Meaning knowing what you can and can’t do and knowing your people as well and how you affect them. That we can’t talk about leadership because Allison and I are blessed with the fact that we don’t go into work, that we don’t have a boss, that we don’t have a corporation and we don’t have, it’s easy for me to get on stage and say, just do this and then I get to go home.

(04:38): But for us, we wanted to say, look, if self-awareness was the key, we have to be self-aware. And so we found, we looked up and we just figured out over an extended period of time, as you’re getting a book together, you just ideas start popping and popping. And we came up with 53 UN leaders that we had learned from and either gotten to know or knew from afar over the past 15, 20 years and decided Allison interviewed every single one of them for an hour, boiled all their thoughts down to about 1100 words each and put it and put it all together. And it’s the most diverse group of industries, of levels and of human beings that we think we could find for it. And the best red thread as our Fred Damson would say the best through all of it was almost every single person in the book questioned why they were being asked to be in the book.

(05:29): They didn’t think they were, why would you ask me to be in a leadership book? And the answer was, because you’re asking why? Because you’re not doing these things to be in a leadership book. You’re not doing these things to go trend virally on Instagram or something like that, or LinkedIn or something like that that we got to. It’s one of the wonderful things, not about social media, but being an author and being in this world where we get to go and I get to see so many companies when I go through and talk to so many people and certain things just kind of bubble up to the surface and then we get to go and say, look, here’s our favorite 53 people in leadership. And it is such a joy.

John (06:10): Yeah, that’s amazing. So I guess maybe we better let you define it Al Bite, what is UN leadership?

Scott (06:18): I think leadership is really, it goes with all of our other uns, the unselling, unbranding and on marketing stuff, which is leadership is moments. It’s not in the time where leadership is not a performance review, leadership is not an all hands meeting and you get up and talk to the team, leadership is made up of everyday things because we understand that it’s like the word culture. Okay, and well, what is that? Well, it’s very simple. It’s how the person at the bottom of the org chart feels. Culture is driven top down and felt bottom up. I just did it last week. I was in front of a bunch of leaders in a room and I looked at him, I said, none of the actual culture of your company because you have power. And the culture is felt by that bottom rung. And that’s where leadership is, people looking at the people below them as their inspiration versus the people above them. That’s really what it comes down to me.

John (07:10): So a theme of really all of your books is to somewhat say what we commonly take as marketing or as selling or as leadership maybe is wrong. And that there is, here we go, pun unlearning that we have to do. I mean, would you say that’s true that most leaders or many leaders need to unlearn what they’ve been taught?

Scott (07:31): I think really it really comes, yeah, I think people individually, because the reason why I say people is because you can’t try to figure out or shift or change as a leader and not as a person. So if self-awareness is really huge, and I beg of people to hear that, that self-awareness is such a huge key to not now going forward, but also in the world that I don’t think you put on your professional persona and you can be self-aware and you then take it off and you’re not. And I think one of the things is realizing that we are part of the situation. It’s like saying for me, example, every single relationship that I broke up with somebody, every broken relationship I’ve had in my life, and there’s been many, I’m the only common denominator in those. It was never my fault, but I’m the only common denominator.

(08:25): So starting to realize those things and if you wanted to have a different relationship, maybe look at yourself too. I’ll give you an example of that even though this is right down the personal side of the road, but it’s like the phrase, you ever heard that that phrase John, that old phrase, right? Do you want to be right or do you want to be happy? They usually say that line about marriage, and I’d always hear that and I’m like, yeah, that’s a good point, right? What I never thought, what I never thought was there was a third option, I be wrong, possibly wrong. Not just are you right or you’re happy, but maybe also looking at what you could be wrong. And that was never part of that equation. That was never part of that answer. It’s right or happy. No, maybe to submits you’re wrong sometimes.

(09:09): And it’s a fascinating thing in leadership that we don’t take that look at a company, look at a company with let’s say five levels, c, EO, and then we have vp, director, manager. Then the bottom of the org chart, what you drive down is the weight gets heavier and heavier as it goes down. And if you want to know how things are going, do you want to know how to be more efficient? Do you want to know how to hold onto your people they know? They all know The problem is anytime we go against what the upstream is saying, we call it insubordination, except the only way to innovation is through insubordination. Think of every company that’s ever innovated it usually broke into or took away or threatened an existing piece of business or existing way of doing something. But that insubordination, and I want you to hear this, anybody listening right now who is in a leadership position, I don’t care how high up or how down low you are, if anybody reports to you, if that individual is talking to you and you feel they’re being insubordinate, meaning they’re disagreeing with you, which is not insubordinate by the way, but they’re disagreeing with you, giving you feedback and saying, I don’t think this is going to work.

(10:14): Do you understand the risk they’re taking, that they are risking potentially their job or their future placement in the company or their relationship with you to drive this home? That’s how important this point is to them. So instead of trying to think of why I’m right or why this person shouldn’t be saying this or they were told something, we hire people so we can use their brains on top of whatever else they’re doing. And you want to keep people listen to them. You want to keep people ask for their feedback. You can use something simple star, continue the most basic thing that a bunch of people have used in the past. What should we stop doing? What should we start doing? What should we continue doing? But we don’t. You don’t know what it’s like to work for you. I put that on the screen on stage and I let it sit there for about 10 seconds. It’s the juiciest 10 seconds of my day because it makes people just shift a bit in their chair. And then I say to them, this can’t be about you personally because I don’t know you, but if you’re getting a little uncomfortable reading this, take note.

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Scott (12:42): And it feels like 10 minutes. It’s so great because part of that’s for me is that’s my job. That’s what I do. So doing that type of timing something is really important on impact because also you get on stage and I’m not getting up there saying everybody’s a terrible leader. What I’m saying is we have to shake the entire foundation to say, Hey, because there’s a lot of people right now that are trying to go back to four and a half years ago. There’s a lot of people right now saying, let’s just go back to normal, back to business. And you’re missing the plot, you’re missing everything. People are not going back. Things have shifted. It was the great, we called the bluff. We had resistance to working from home for 20 years. And you know why I say 20 years? Because I asked over 20 years ago to telecommute because we called it telecommuting at the time when my son was about to be born and I traveled to train our distributors in sales and they said, no, we’re not a company that does that.

(13:43): They were also not a company that we were on the internet for a long time. And you look at this stuff and people were just like, I can use that example. And one of the problems, John, is get asked to speak somewhere. They’re like, can you talk to our audience about retaining people nowadays in a younger generation and attracting younger generation, but just don’t bring up two things. Don’t bring up pay and don’t bring up return to office. And I’m like, so the two main things, the two main things, right? It’s like there was a great phrase I saw somebody was speaking at a Davos or something. It’s like having a firefighter convention and not being allowed to talk about water. It’s literally those things. They’re your biggest things or you’re like, Hey, well why don’t we put something on, how do we attract younger people to our industry?

(14:25): And somebody pipes up an intern’s like, why don’t we do something on TikTok? And you’re like, shut up. We don’t do that here. We don’t do that type of stuff. And you’re just like, what are you talking about? What are you talking about? I’m really hoping, I’m trying to get us back to the point of understanding what a job is. A job, somebody working for you is a business agreement. It’s a contractual agreement. I offer you my skills and my intellect. You give me a job description that I’m supposed to follow, including other duties as noted, which is the worst one of the whole job description. And in exchange you give me a compensation package, but we’ve thrown that somehow. It’s just like you work here, you do what I say and you’ll like it. And I’m done with that. And so many people are too. One

John (15:12): Of the early chapters, I think it’s chapter three, chapter four, I don’t have the table here, but you essentially talk about leadership being a creative action or creative act. And I think that is something that so many people miss.

Scott (15:25): You cut out when you said the exact point I was going to talk about, can you repeat it?

John (15:30): The title is, the idea of the chapter is that leadership is a creative act. And that I think that’s a brilliant idea that so many people miss because they think they’re not creative.

Scott (15:42): Well, and that’s part of the point too, right? It’s like when you’re coming together, look, the subtitle is Make building relationships your business. It’s literally about relationship. And when you come together in relationship, the sum of what creates out of that is supposed to be something you can’t do yourself. A leader’s supposed to be able to tap into their people and stuff they didn’t think they had or think that they can come out with. It’s a great one. Jeff Alexander is in one of the chapters, he talks about partnerships even where you’re going into a partnership where you’re supposed to be looking at the other side first when you’re leading, you’re supposed to be what do they need? What do they need versus this is what I’m trying to get out of something. And it’s that same thing as a leadership subordinate relationship as well.

John (16:27): So relationships, connection, group hugs. How do we not make this family? Because I don’t believe it’s a family. I have a family. It’s not

Scott (16:38): Like my business. I agree. I agree with you.

John (16:41): How is this a fine line between when I hear relationship connection, do I start to leap to like, oh, this is a personal thing?

Scott (16:49): Yeah. Well, and that’s the thing. Okay, so there’s a couple of things. So it’s funny is the group that is most against relationships, marketing and connection and leadership are the ones that call their businesses a family. Because what they mean by that is you don’t say anything negative. You don’t bring anything up. You don’t go outside of the house. You don’t go outside. Look, and like you said, I don’t need another one. Allison and I combined have five kids. You can take your own family and do what you need to, but we’re covered here. Okay, we’re covered here. And I’m not rolling the dice again. We got five great ones. I’m not going again for anybody else coming into this. I know the odds. But there’s this thing that the problem is, it’s always the context, right? Because I’ve talked to people privately about it.

(17:31): I brought it up and I said, don’t say we’re a family here it, it’s not good. And nobody, so many people in leadership donors, because they’re the ones saying it and their intent is supposed to be good. But I really want people to go back down to let’s go to, depending on where you’re in school, it could be grade 12 or it could be maybe college. There’s the basic communication model. You just pull that out of a textbook. There’s sender and receiver, and the sender encodes the message they’re going to send and they send it to you. And then in between you there’s noise and then the receiver decodes it and takes it the way they take it. Well, that type of stuff. When you look at somebody who’s about to work here and say, we’re family, you mean one thing, they hear another. It’s just a bad way to put it, first of all.

(18:16): But I really break it down to somebody and say, what do you mean by you mean that you have each other’s back then that is not, we’re a strong team. It’s our wording. Okay, family is, I’m going to feel like I’m going to show up at Thanksgiving. I have to deal with that cousin again. I don’t have to want to see him. I got to see him twice a year. Right? Look, and people use these phrases and stuff too, and we throw them out in leadership without even knowing the context of that. Like the family phrase, blood is thicker than water. You hear that phrase? That’s an old time. And that’s not the saying it’s blood of the covenant is thicker than water of the womb. It’s actually the opposite of what the phrase means. That created connections can be stronger and better than family connections.

(18:59): It’s actually contradicting what you’re trying to do. And that’s where it creeps me out as well. But relationships aren’t about that. Relationship is simply, you are connected to the other person and you understand them. That’s what relationship is to me. A personal relationship is a whole other thing. I don’t think that you should have to do anything outside of the office for your job. I don’t think you should lose anything because of that. I think that I do my job and I do it well. The problem is people’s definition of, well, a team player comes out for drinks, A team player comes on, does this type of thing, going to chip in for the boss. We’re getting a gift for the boss. Jurgen chip ins, by the way, stop that. Money flows down, not out. There’s no bosses. You don’t buy bosses day stuff. Fundraising is inappropriate to do in the office when it’s directly threatened to somebody saying walk into their cubicle and say, are you going to fundraise? These type of things, no, because they’re like, well, this is professional. You’re not professional. So much of what we say and do is not in these workplaces, but they say, well, we’re this, no, it’s rules for the and not for me a lot of times when it comes to these things.

John (20:08): So you mentioned, and I know this is going to be hard for you, I’m going to do it anyway, there were 53 people you interviewed. Do you have a favorite story? It doesn’t have to be a favorite story. Do you have a story you like to tell as a leadership, a great leadership example of somebody you profiled?

Scott (20:22): Dr. Derek Kayongo. He is one of my favorite people on the planet, and for a few reasons. One, he’s the best dresser I’ve ever seen in my life. He’s the coolest person I’ve ever met in my life. But beyond that, he’s the most genuine, caring person. One of the people I’ve met in my life, Derek, one of the things he noticed when he came over to America when he was stayed at hotels was that they were throwing away the soap. And he came from a country that, well, they didn’t have a lot of soap, and that would be really fricking cool if all the Soapies would throw out would go over to where I’m from. And he created an entire organization and got the entire entire country to get their soap all sent back. And they had a whole thing and disinfected it. And he created an entire soap company, saw a problem.

(21:13): I have a man bun and Derek changed the world in soap. So it’s like I spoke after him at an event and he got up there and then it was like the Kelly Brothers were the day before. So two astronauts, Derek Kayongo, man, who changed the world with soap. And then I walked on stage. I really got to plan these things better because to the moon, saving the world. And I’m just like, man bun. That’s what I do. I love ’em. But honestly, John, to give you now the cop out answer after that, literally just feed through it and then pick one. That’s Aaron Bur Aaron I knew from Twitter in oh nine, we were all Toronto Twitter people. She ended up creating willful because she noticed that Wills were very cumbersome, very kind of expensive. You had to go through lawyers. She’s like, it makes no sense. So she created Willful. Willful is online Wills in Canada. She went and worked with every province, every law board, everything else. And now she’s got a wonderful company that gives a damn. And I got to watch her build it on LinkedIn all through her posts because she wanted to change the way things were done. And that’s one of my favorite parts of people and of startups and of founders that said, it’s one of my favorite parts about disruption is customers who get so pissed off, they create the alternative. And that’s what she did.

John (22:28): I love that too. Well, Scott, it was awesome catching up with you, having you stop by the Duct Tape Marketing Podcast anywhere you want to invite people to connect with you or find obviously a copy of UN Leadership.

Scott (22:40): Yeah, UN Leadership Available wherever good books are sold. And yeah, we’re at unmarketing.com. Come by, say hi, LinkedIn, Instagram, whatever you want, and just enjoy the book.

John (22:51): If I reach out to you on LinkedIn, do you want me to unfollow you? Is that

Scott (22:55): Yeah. Oh yeah. It’s my last place. I think. I’m like, I’m gone off Twitter. I’m gone off Facebook, but LinkedIn is holding on, so I’m still there for the time being. So hurry up. Awesome.

John (23:03): Alright. All right. Again, thanks for stopping. Bye. Hopefully we’ll run into you one of these days out there on the road.