I was deeply honored to have the pleasure of having Guy Kawasaki as a guest on this episode of The Sara Grillo Podcast.
Guy Kawasaki is the chief evangelist of Canva, an online graphic design tool, as well as a brand ambassador for Mercedes-Benz and an executive fellow of the Haas School of Business (UC Berkeley). In the past, Guy was the chief evangelist of Apple and a trustee of the Wikimedia Foundation. He is also the author of The Art of the Start 2.0, The Art of Social Media, Enchantment, and nine other books.
In this episode, Guy Kawasaki and I will discuss how Canva has essentially done for financial advisor social media what the Excel spreadsheet has done for financial planning and the opportunities that digital marketing presents for advisors looking to meet affluent clients.
Listeners will learn:
How is the word of graphic design being democratized and how this changes the game for financial advisors. Just as the word processor enabled you to do your own writing without having to find a professional to do it.
The future of communication in business is moving towards pictures and video and away from blogs and the written word. Simple text doesn’t work anymore. You have to have graphics and they have to be beautiful. The bar has been raised, and it has been raised for everybody.
[Frame 7:30] Guy addresses the belief that many financial advisors have that affluent people are not on social media. Guy says that social media is a viable channel for financial advisors who want to meet somebody with $1MM or more of net worth.
The complaint you hear now from many younger people is that “Oh my gosh, my parents are on Facebook now.” What this means for financial advisors. Hint: it’s good news!
[Frame 9:48] What Guy thinks of the high end investment firms who try to solicit him as a client on social media or by cold calling.
[Frame 11:05] What it would take for a highly successful, business savvy person like Guy to leave his financial planner of 15 or so years. What to say, and what not to say – hear his take on things.
[Frame 13:50] How does Canva prevent entrepreneurs from making the typical mistakes they tend to make in business?
[Frame 15:24] Is the W-2 bound for extinction or is the Gig Economy bubble bound for collapse?
[Frame 17:17] Guy’s recommendation for the next hot app that people should be looking at.
Thanks to everyone for listening and most of all thanks to Guy Kawasaki for being my guest. If you found this show useful, please subscribe, rate, and review this podcast!