Marketing I Love: One Financial

Most people (95% of households) have a bank account. So, if an institution wants to grow, it must compete for “Switchers.” We know that the majority of people switch either due to a life event or because of a “break up moment” with their existing FI. Simple had a major “break up moment” when they announced their accounts would roll …

What I learned from a tough couple weeks at work.

I’ve been in product management for just over a year, but it still feels like I am incredibly new. I love the role. I love the company. I love the people on my team… but the past couple weeks have been bad weeks. And it has partially been my fault. The good news is that it gives me a lot …

Scaling isn’t your problem.

I know a business. It’s a good business and makes a lot of money. I know the marketers there. They are good marketers with great credentials. Like all businesses, they want to grow. Sales says “We need more leads,” and they turn to marketing. Marketing has a recipe for leads, so they think about how to “double the batch.” They …

Behavior > Metrics

We need to drive engagement. Have you heard that? Maybe it wasn’t those exact words. Maybe you were told we need more traffic. Maybe it was to increase the time-on-site. Maybe you’re the one who said it? In a world rich with data and where the feeling of control is so rare, metrics are comforting anchors. It’s good to know …

Can I get your number?

We all know the game. You see this enticing ebook or whitepaper, but to access it… you’re going to have to trade off your contact information. It might be days, it might be a matter of seconds, but you know sooner or later you’re getting the call. “Hey, I saw you were checking out our [INSERT GUIDE] and was wondering …

The Worst Part of my 165-mile Commute

Every week I drive from Houston to Austin. It’s not bad. 3-hours of scenic (enough) countryside and a chance to catch up on podcasts, but there is one part of the trip that I can’t stand. I can’t stand it because it sends me down a marketing wormhole. It’s a freaking billboard. One you’ve probably seen before. The first time I saw …

You Can’t Motivate Anyone

Before my career switch to marketing, I spent many years teaching private French Horn lessons. I can with some degree of authority that there is no more painful hell than the sixth-hour teaching when an 11-year-old boy walks into the room with the universal sheepish smile of “I didn’t practice.” Not once. In an entire week. The next 30-minutes would …

Hate Thy Neighbor

Unless you work in the financial industry you might not be aware that there is a debate raging: Should credit unions pay taxes? Credit Unions are tax-exempt thanks to the 1934 Federal Credit Unions Act, largely due to the fact that they are not for profit. Or at least that’s the short answer. The more accurate answer is tied to why …

Why do ideas spread?

What’s a good idea? Sliced bread — pretty solid. Cat Tunnel sofa — uh, okay. The Segway — seemed good, but it flopped. So, why is it that some ideas capture people’s attention and inspire a movement, where others fall flat? Rally Cries I asked this question to my mentor, Andrew Davis, and he suggested that I start my search with …