Rising - Conversations with Leaders On Their Way Up Direct Agents and Prophet

Tom Berry is CMO at the CFA Institute where he leads a global team responsible for brand strategy, new learner acquisition, and engagement with over 200,000 members across the world. Prior to CFA Institute, Tom was Global Product Director at the Red Flag Group and previously worked in marketing at Euromoney Institutional Investor. In this episode of Rising, Tom speaks with our hosts about his dynamic professional journey, what he learned across direct response and brand, international moves including moving to Hong Kong, the shift to the CMO role, and how he has stayed curious throughout his career.



In this Episode

0:00 - About Tom & Career

1:30 - First Job in a Call Center2:28 - Wanting to Be in Marketing & Early Learning7:37 - Global Moves11:03 - The Shift to CMO13:39 - Finding Peer Support27:54 - MBA or no MBA?19:42 - Lateral vs. Vertical Moves23:26 - Tenure vs. Switching26:58 - Thank You Notes28:04 - Top Picks



Links Mentioned

Tipping Point, Malcolm GladwellThe Heaven & Earth Grocery Store, James McBrideForced (app)



Find us on LinkedIn

⁠Josh Boaz⁠⁠ (host)

⁠⁠Mat Zucker⁠⁠ (host)

Tom Berry (guest)



Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at marketing@directagents.com. Original theme music created by Movers + Shakers.


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Andrea Derby is Vice President of Digital Marketing at UPS. Beginning her career in the Ogilvy Associates program in New York City, she gained valuable experience in various agency functions including strategy, account management, and production. Andrea discusses her transitions between prominent agencies like Ogilvy and BBDO, delving into her roles in customer insights, one-to-one marketing, and large-scale brand campaigns. She reflects on her strategic shift to client-side positions, highlighting her impactful work at UPS and the startup initiative, Ware2Go. Andrea offers insights into mentorship, the art of internal selling, and the non-finality of ‘no’ in client-side roles. Her story is enriched by her decision to pursue an EMBA, emphasizing continuous learning and leadership development in the marketing sector.



In this Episode

~0:00 - About Andrea & Career

~3:40 - Early Mentorship

~6:32 - Blending Brand & Performance

~10:09 - Moving Client Side

~16:37 - Business School

~21:41 - Work at UPS

~25:01 - Thank You Notes

~26:40 - Top Picks



Links Mentioned

Mr. Beast on Youtube

Cult-ish, Amanda Mantell

The Economist Podcasts



Find us on LinkedIn

⁠Josh Boaz⁠ (host)

⁠Mat Zucker⁠ (host)

Andrea Derby (guest)



Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at marketing@directagents.com. Original theme music created by Movers + Shakers.


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Bob Sherwin has 20 years of operating experience as a Strategist, Chief Marketing Officer, Retail Executive, and Advisor. He’s a board member at Articore (parent company of RedBubble and TeePublic) and an independent advisor to public and private companies on a range of strategic, marketing, and organizational topics, such as creating innovative and data-driven cultures. His most recent full-time corporate role was as Chief Marketing Officer at Wayfair, where he was responsible for the entire family of global brands. Prior to Wayfair, he was a consultant at McKinsey and began his career at IBM’s Business Consultant Services. He shares with Josh and Mat about his trajectory, why he got an MBA, the early influence of data, important attributes for a career, the value of variety in what you do, and what to prioritize early in your career vs. later.



In This Episode

0:00 - Seeking Variety & Learning Analysis in Consulting

6:01 - Getting an MBA

7:04 - McKinsey & IBM

9:02 - Wayfair

11:32 - Trade-offs, Titles & Building Teams

15:22 - Scope & Struggles

17:12 - Managing 1,000 People

19:14 - Having a Support System (Including The Marketing Academy)

21:02 - Being on a Board

22:57 - Career Attributes

25:42 - Prioritizing Skill & Content Accumulation

27:20 - Thank You Notes

31:12 - Top Picks



Links Mentioned

The Marking Academy

High Output Management, Andy Grove

"Peter Attic Drive" (Podcast)

"Zoe Podcast: Science & Nutrition" (Podcast)

Goodpods (Podcast Platform)

Noble Rot



Find us on LinkedIn

Josh Boaz (host)

Mat Zucker (host)

Bob Sherwin (guest)



Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at marketing@directagents.com. Original theme music created by Movers + Shakers.


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John Gaines is the VP of Marketing at Cohere Health and has over 20 years of diverse, go-to-market leadership experience across health plans, health systems, physician organizations and healthcare IT vendors. Prior to joining Cohere, John led efforts to help grow the health plan UM businesses at McKesson/Change Healthcare, Cognizant Trizetto and InformedDNA. John holds a B.A. in Economics from Cornell University. He shared with Josh and Mat about his trajectory, grasping all aspects of a business, product management, the value in non-marketing experience and opportunities in healthcare.



In This Episode01:15 - First Job at Macy’s & Running Your Own Business04:32 - Navigating to Management Consulting06:00 - Choosing Healthcare & Next Roles08:02 - Motivation Behind Job Switching13:49 - Establishing Preferences15:31 - The Importance of Non-Marketing Experiences19:10 - What's Next?20:13 - Opportunities in Healthcare22:32 - About Cohere Health26:11 - Mistakes28:38 - Thank You Note31:26 - Top Picks



Links Mentioned

The Creative Act: A Way of Being, Rick Rubin

Beautiful AI

House of Suns, Alistair Reynolds



Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at marketing@directagents.com. Original theme music created by Movers + Shakers.


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Jeffrey L. Bowman is the Co-Founder and CEO of Reframe, where he has pioneered a change operating system with software that helps people leaders build the most culturally inclusive employee and customer experiences at scale. Bowman is also a two-time award-winning published author. Before Reframe, Jeffrey was senior partner and managing director at Ogilvy & Mather in New York City, where he created the industry’s first cross-cultural practice. His work has been featured in The New York Times, The Economist, Fast Company, and NBC’s Today Show, and he speaks frequently at industry and trade events. On Rising, Jeffrey talks about his career from brand management to corporate strategy — starting at Pepsi and moving to Procter & Gamble, Miller Brewing, Whirlpool, Ogilvy & Mather, and finally founding Reframe. He shares what he has learned, how he sees moving the industry ahead, and advice for the rest of us.



In This Episode

01:19 - First Job Client Side to Business School for Brand Management

03:01 - Procter & Gamble, Miller Brewing & Whirlpool

06:40 - Motivation Behind the Switches

19:23 - About Reframe & the Market Response

27:00 - What’s Next?

28:48 - Advice for Others

31:12 - Thank You Note

34:06 - Top Picks



Links Mentioned

How to Master the Art of Selling, Tom Hopkins

We Should Not Be Friends, Will Schwalbe

Lemon: A Novel, Kwon Yeo-sun

Reframe

Jeffrey L. Bowman



Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at marketing@directagents.com. Original theme music created by Movers + Shakers.


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Diego Norris is currently Chief Marketing Officer at Gimme Seaweed. He has over 20 years of experience in CPG marketing, working at food companies like General Mills, Nestle, Red Bull, and Campbells. Diego also spent several years in consulting, first at Deloitte where he started his career, and later at Prophet. Diego grew up in Buenos Aires, Argentina and moved to the U.S. on his own at the age of 19 to pursue his dream of becoming a marketer. In this episode, Diego talks about his career beginning, professional choices, business school as a beneficial foundation, the multi-faceted role of a CPG marketer, how he utilizes AI in his work and the miracle which is seaweed.



In This Episode

1:17 - Diego’s Start & Career Journey

12:31 - Continuous Learning & Growth Mindset

14:49 - AI Implementation in Work

17:26 - The Magic of Seaweed

19:33 - The Remit of a CMO in CPG

22:09 - Sustainability

25:56 - Maximizing Digital Performance

29:11 - Thank You Note

31:03 - Top Picks



Links Mentioned

MidJourney AI App

PodViz by RSS.com

Perplexity AI

Spotify DJ

Gimme Seaweed

Diego Norris on LinkedIn



Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at marketing@directagents.com. Original theme music created by Movers + Shakers.


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Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message