Copernican Shift
The registered investment adviser business is one of the most important — and most misunderstood — parts of financial services. In 2024, the U.S. advisory industry included 15,870 advisers serving 68.4 million clients and overseeing $144.6 trillion in assets under management (AUM). And yet it remains, structurally, a small-firm industry: …more
Why The Next Analyst Category Will Be Built On Trust, Not PDFs Analyst firms are being mispriced by the market because they …more
Family Health Agent — Working Prototype A household-first, delegated, role-based prototype that demonstrates the manager loop: track what should happen next, detect …more
I got tired of admiring the category from a tasteful distance, so I took the Family Health Agent thesis, turned the Claude …more
From category thesis to working software: how I would actually build the Family Health Agent, what I would prompt first in Claude …more
How a forgotten HealthVault insight about households, delegated care, and the real operating unit of healthcare points toward the next platform in …more
A buyer-centered control plane across D3C—where synthesized reputation, claim governance, proof production, activation, and outcomes form one compounding system. Table of Contents …more
As LLMs compress internet‑scale word‑of‑mouth into answers and citations, the next generation of customer platforms must govern how brands are understood across …more
As LLMs compress reputation into answers and citations, the next generation of SEO platforms must govern how companies are understood — and …more
Reshuffle reframes AI as coordination without consensus. Andrei Pop reframes the enterprise moat as operational memory. That combination puts product analytics and …more
GTM LITURGY: Tactics by Stage, Not by Team In Chapter 1, we did the uncomfortable thing: we admitted we’ve been measuring the …more
GTM HERESY: Measure Buyer Confidence, Not Funnel Metrics I know people don’t want to hear this, but we’re measuring the wrong thing. …more
TL;DR: Why the modern web is structurally unreadable to machines—and what that means for the future of accessibility. As software shifts from …more
TL;DR (Executive Summary) Marketing is selling, at scale. If it is not driving adoption, revenue, or durable belief, it is not …more
THE MORE THINGS CHANGE, THE MORE THEY STAY THE SAME Every few years I like to roll out this little bit on …more
Seismic, Not Incremental — Why Microsoft’s AI Reorg Matters & What Comes Next By Grad Conn, for the Copernican Shift community In …more
Predictability isn’t the enemy of engagement; poor structure is. Repetition isn’t laziness; it’s ritual. People talk a lot about storytelling in marketing. …more
We’ve all heard them. Those iconic sounds that tell us our computer is starting, or you’re about to start bingeing Netflix. They’re …more
Charles Wilson Conn (July 27, 1938 – April 29, 2022, aged 83) 4pm ET, Friday May 6, 2022 — my Dad died …more
The challenge with marketing is that we all think we know our products and services better than anyone. But do we? In …more
That’s right. We’re now The Copernican Shift podcast (formerly the Unified-CXM Experience). And although we’ve changed the name, we haven’t changed the …more
I’m too often surprised by the number of marketers who neglect to further their training once they land a job. Other professionals …more
When it comes to customer experiences, oftentimes small is greater than big. In part 2 of our discussion with Tom Peters, we …more
Renowned author and management expert Tom Peters joins me for a two-part series on customer experience execution, the value of human connections, …more
Weekly inspiration, a galactic celebration, and a familiar story about absurd CX processes. Episode #124: Monday Morning Inspiration, with Neha SaxenaNeha is …more
Episode #121: Managing Through a Crisis, with Neha SaxenaIndia is currently struggling with a serious COVID outbreak. Sprinklr has offices and employees …more
Episode #118: Monday Mornings with the Breath YogiWhy do we get off course so easily? And what are some strategies we can …more
Episode #114: How to Manage Your Stress, with Neha SaxenyIt’s Stress Awareness Month, and the Breath Yogi is here to help. Neha …more
Breathing, communication, category design, and visionaries. It’s a star-studded guest extravaganza this week on the CXM Experience. Episode #110: Monday Mornings with …more
We focus on health, healthcare, and healthcare marketing this week, with plenty of lessons for any marketer. Neha starts us off with …more