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FPA NorCal Conference Simon Mainwaring Founder, We First May 27, 2015 ©2015 We First Inc. 1

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FPA NorCal Conference Simon Mainwaring Founder, We First May 27, 2015

©2015 We First Inc. 1

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2 ©2015 We First Inc.

First, the world we live in.

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Every company, brand and marketer is facing new challenges to reach, engage and sell to hyper-connected, media-savvy, and always-on consumers living in a challenging world.

©2015 We First Inc. 3

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Culture has changed…

– Climate change – Wealth inequality – Water scarcity – Over-population

-Environmental damage

– Loss of biodiversity – Gender inequality – Healthcare costs

Marketing has changed… – Digital disruption – Quantified self – Social media – Peer-to-peer – Mobile commerce – Big Data –  Internet of Everything – Wearables

Consumers have changed…

– Media-savvy – Well-informed – Socially-conscious – Hyper-connected

– Consumer activists – Mobile focused – Values-driven – Always on

©2015 We First Inc. 4

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Shift from Me First to We First branding. ME FIRST BRAND

Opaque

Defensive

Disingenuous

Self-directed

Isolated

Profit for profit’s sake

Traditional mindset

Reactive

Schizophrenic

Shareholder

Dysfunctional

Broadcast

Status quo

Promotes advertising

WE FIRST BRAND

Transparent

Accountable

Authentic

Community-facing

Connected

People, planet, profit

Innovative mindset

Proactive

Consistent

Stakeholder well-being

Purposeful culture

Innately sharable

Future facing

Shapes culture

©2015 We First Inc. 5

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The business case for purposeful storytelling. ©2015 We First Inc. 6

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Edelman, 2015 ‘Trust Barometer Report’ ©2015 We First Inc. 7

Building brand trust.

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2015 Deloitte ‘Core Beliefs & Culture Survey’

Value-add: Purpose builds culture. Data: Culture drives employee engagement & productivity.

8 ©2015 We First Inc.

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Consumer preferences.

Nielsen, 2014 ‘Doing Well By Doing Good Report’ ©2015 We First Inc. 9

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Consumer mindset shift.

©2015 We First Inc. 10

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©2015 We First Inc. 11

1. Purposeful storytelling.

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Social storytelling.

How well you tell your story determines how well consumers share your story.

©2015 We First Inc. 20

Story transcends technology.

You must define a story worth telling to be a brand worth sharing.

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1. Own a fundamental human property.

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Unilever.

airbnb.

Starbucks.

Chipotle.

IBM.

Subaru.

©2015 We First Inc.

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2. Declare your mission and values.

14 ©2015 We First Inc.

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In today’s social business marketplace, brands no longer show our separation or differentiation,

but our connectedness to values.

15 ©2015 We First Inc.

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3. Be specific - sustainability.

16 ©2015 We First Inc.

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Simplicity is compressed complexity.

17 ©2015 We First Inc.

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B2C company/product brand alignment.

18 ©2015 We First Inc.

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B2B company/product brand alignment.

19 ©2015 We First Inc.

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A company promise is a way of being internally…

20 ©2015 We First Inc.

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And externally.

21 ©2015 We First Inc.

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©2015 We First Inc. 22

Ameriprise Financial. More within reach.

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©2015 We First Inc. 23

Ameriprise Financial. More within reach.

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©2015 We First Inc. 24

Ameriprise Financial. More within reach.

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KEY TAKEAWAY The future of profit is purpose.

25 ©2015 We First Inc.

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KEY QUESTION What fundamental property does your brand own?

26 ©2015 We First Inc.

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2. Community architecture.

©2015 We First Inc.

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Consumers driving story.

The first decision of a consumer is do they want to be part of your story.

28 ©2015 We First Inc.

To inspire participation, the consumer must be the hero of your story.

That story isn’t static but must evolve and mature.

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1. Consumers build brands.

29 ©2015 We First Inc.

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2. Encourage co-authorship and co-creation.

30 ©2015 We First Inc.

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3. Celebrate consumers.

31 ©2015 We First Inc.

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Celebratory storytelling.

BRAND

32 ©2015 We First Inc.

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BRAND

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Self-directed storytelling.

©2015 We First Inc.

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©2015 We First Inc. 34

Sound Stewardship (formerly Syverson & co.)

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Story arc.

35 ©2015 We First Inc.

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Engagement tactics.

36 ©2015 We First Inc.

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©2015 We First Inc. 37

Empire Wealth Strategies.

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Engagement upgrades.

38 ©2015 We First Inc.

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Self-sustaining community.

39 ©2015 We First Inc.

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©2015 We First Inc. 40

Purposeful Planning Institute.

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KEY TAKEAWAY A brand must be the chief celebrant, not celebrity,

of its consumer community.

41 ©2015 We First Inc.

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KEY QUESTION What consumer benefit will your brand celebrate?

42 ©2015 We First Inc.

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3. Cultural leadership.

©2015 We First Inc.

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PEOPLE RISE TO THE CONVERSATION YOU GROW AROUND THEM.

44 ©2015 We First Inc.

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Sustainable Mass Transportation.

©2015 We First Inc. 45

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CULTURAL CONVERSATION 2

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Starbucks – Shared Planet Leadership.

47 ©2015 We First Inc.

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Anti-discrimination

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Mission-Led Culture, Marketing & Sales.

49 ©2015 We First Inc.

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©2015 We First Inc. 50

New York Life – Keep good going.

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©2015 We First Inc. 51

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©2015 We First Inc. 52

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©2015 We First Inc. 53

Ken Jacobs, CFP

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The goal is to transcend your products, service, and category to positively shape culture.

60 ©2015 We First Inc.

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55 ©2015 We First Inc.

Are we consuming too much?

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Can we help more people?

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57 ©2015 We First Inc.

Can we treat the planet better?

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CVS Health launches national quit smoking platform and campaign.

Intel CEO challenges entire industry to become ‘conflict mineral free.’

58 ©2015 We First Inc.

The evolution of revolution is contribution.

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KEY TAKEAWAY Be a mission with a company, not a company with a mission.

59 ©2015 We First Inc.

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KEY QUESTION What cultural conversation will your brand lead?

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Key takeaways.

3. Be a mission with a company, not a company with a mission.

©2015 We First Inc. 20

1. Recognize that the future of profit is purpose.

2. Be the celebrant, not celebrity, of your client community.

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62 ©2015 We First Inc.

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Stories write our future.

63 ©2015 We First Inc.

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Q&A

Thank you!

©2015 We First Inc. 64