B
Brett Bernstein
3
APPEARANCES
3
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
Jul 22, 2026
The ROI of the Shaky Camera: How to Unlock The Real Value of Social Media
5:51
6:04
6:39
D
5:44David SavageHOST
Tell us a little bit about Klaviyo and tell us a little bit about your role in product whilst we're here.

Brett BernsteinGUEST
So I've been involved with Klaviyo for almost 10 years now, like as a partner, right? And so Klaviyo has evolved a lot over that time.

Brett BernsteinGUEST
But Klaviyo is the autonomous B2C CRM, right? And what that means, what that means to me is that when you're a consumer brand, right? you have unique needs of being able to understand your audiences, your customers at scale, right? And other CRM tools, they do that really well for B2B brands, but Klaviyo really excels at getting these social signal or these signals on a customer behavior, like what a customer's interested in, what they're buying, how they're engaging with emails and allowing you to operate on those signals at scale with personalized emails, SMS, like a whole omni-channel experience, right? WhatsApp, push, onsite.

Brett BernsteinGUEST
And so my role is really exciting, is to bring social, social data, social signals, take it off of Instagram where it's trapped behind just the platforms of social media, TikTok, other platforms, and bring those social signals directly into your Klaviyo environment.
6 MINS LATER
D
12:25David SavageHOST
So being able to draw all of that social data, I would imagine, adds a huge amount to that institutional memory.
How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein
29:23
29:33
29:49

Kyle Van PeltHOST
And with One XML, with your CTO looking at things, how are you guys thinking about data and what you're doing with data and trying to make it as ready for AI as possible?

Brett BernsteinGUEST
So with, and again, I'm not the expert on it, but with Copilot and with the security that you can have in Microsoft, for example, everything that I know is my limited experience with AI.

Brett BernsteinGUEST
So I think part of it is also we have to build out our internal system, which we are, to ensure efficiency, to think about what our clients might be asking, what they might be looking for.
Owning the Social Moment
12:30
12:39
12:53
14:22

Brett BernsteinGUEST
So I wanna, I wanna kind of bring us home here pretty soon, and I wanna talk about there's this concept, uh, out there of Instagram being more of like a rented audience.

Brett BernsteinGUEST
It's a, it's a phrase, right? Um, because when you publish content on Instagram, you have 350 some-odd thousand followers, right? But you know that most of them don't actually see the content, right? The algorithm more or less owns that relationship.

Brett BernsteinGUEST
Um, so as I think about what we're building in Klaviyo, what you're doing, what you're talking about, um, I wanna understand, like, the trade-off there.

Kathleen LoftusGUEST
Can we send them, them a message to get whatever loyalty points and bring them back?" Um, show them why it's important for them to follow us on all of these different places because they'll ultimately get a better experience from, from the brand, that the more they interact with us.
