Marketing Lessons Are Everywhere. Learn From Them.

I’m so deep into copywriting and marketing—for others as well as for my own business—I find lessons with almost every transaction. When I bought my car 12 years ago, a lesson in pricing. When my mobile phone carrier loaded me up with extra data during the pandemic without even asking, a lesson in customer service. The latest lesson came during the hunt for a financial planner.

That’s not me. But she looks like she’s having a good meeting.

I want to work with a fee-only financial planner: someone t...