WealthTech on Deck

Narrative Economics and Leveraging Data Sets with John Connors

Listen Later

In this episode, Jack Sharry talks with John Connors, the Founder and CEO of Boathouse Inc.

Before building his firm in 2001, John worked for corporations such as Hill Holiday and McCann Worldgroup. John’s vision of success and high performance as a marketer was greatly influenced by these industry pioneers and set him on the path to building his own firm.

John talks about why maintaining clients over the long-term is essential to success. High client retention is a matter of having a connection strategy, leveraging data, and building a narrative around the business.

John and Jack discuss the concept of narrative economics, the importance of storytelling, and the use of data sets to drive brand strategies.

“Narrative drives economic impact. Most CEOs and CFOs know that. They have economic data (GDP, employment, housing, etc.) but never narrative data to look at causality, correlation related to the economic data.” ~ John Connors


Main takeaways 
  • Don’t over-index on only one part of the marketplace. Look at the state of the whole marketplace, even of the outliers.
  • Study what influences consumers. Institutions such as politics, media, and others are a big part of your client’s lives. Combine what’s important to both of you when strategizing.
  • Use innovative tools to gauge what’s flourishing in the market. The data sets are good indicators of how you can tweak your marketing strategies.
  • Your story builds over time. Stay updated and continue to level up your knowledge about your industry.

    • Links
    • John Connors on LinkedIn
    • Boathouse
    • Hill Holliday
    • McCann Worldgroup
    • Tesla
    • Irrational Exuberance by Robert J. Shiller
    • Signal AI
    • NetBase Quid

      • Connect with our hosts
      • LifeYield
      • Jack Sharry on LinkedIn
      • Jack Sharry on Twitter

        • Subscribe and stay in touch
        • Apple Podcasts
        • Spotify
        • LinkedIn
        • Twitter
        • Facebook


          • ...more
          View all episodesView all episodes
          Download on the App Store
          WealthTech on DeckBy LifeYield
          • 4.8
          • 4.8
          • 4.8
          • 4.8
          • 4.8

          4.8

          17 ratings

          More shows like WealthTech on Deck

          View all
          The Dividend Cafe by The Bahnsen Group

          The Dividend Cafe

          587 Listeners

          The Daily by The New York Times

          The Daily

          112,847 Listeners

          Up First from NPR by NPR

          Up First from NPR

          56,903 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,046 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          462 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          244 Listeners

          All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

          All-In with Chamath, Jason, Sacks & Friedberg

          10,064 Listeners

          Hard Fork by The New York Times

          Hard Fork

          5,532 Listeners

          The Megyn Kelly Show by SiriusXM

          The Megyn Kelly Show

          40,583 Listeners