If I Were Opening a Trade School Today, I'd Look in These Forgotten Places

PART 3 OF 3: Stop following population. Start following investment.

In partnership with

How Jennifer Aniston’s LolaVie brand grew sales 40% with CTV ads

For its first CTV campaign, Jennifer Aniston’s DTC haircare brand LolaVie had a few non-negotiables. The campaign had to be simple. It had to demonstrate measurable impact. And it had to be full-funnel.

LolaVie used Roku Ads Manager to test and optimize creatives — reaching millions of potential customers at all stages of their purchase journeys. Roku Ads Manager helped the brand convey LolaVie’s playful voice while helping drive omnichannel sales across both ecommerce and retail touchpoints.

The campaign included an Action Ad overlay that let viewers shop directly from their TVs by clicking OK on their Roku remote. This guided them to the website to buy LolaVie products.

Discover how Roku Ads Manager helped LolaVie drive big sales and customer growth with self-serve TV ads.

The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.

BEFORE we start. Please consider checking out our sponsor. It’s a great wy for other sponsors to find us and support this newsletter. Ok, lets’ dive in.

If somebody handed me money tomorrow and said, "Go open another trade school," I wouldn't start with a list of America's biggest cities.

I'd start with a map.

I'd put a dot everywhere somebody is spending billions of dollars building data centers, LNG plants, shipyards, power plants, factories, battery plants, transmission projects and other massive infrastructure.

Then I'd pull another map showing every trade school and community college producing workers nearby.

I'm looking for the gaps between those two maps. That's where I'd go.

Because I believe some of the best trade-school opportunities over the next decade won't be in the places everybody expects. They'll be in sleepy towns that suddenly have billions of dollars coming their way.

Paducah, Kentucky would be near the top of my list.

This might be my favorite example in America right now.

You're talking about a community of roughly 25,000 people potentially receiving more than $100 billion in private investment and needing around 8,000 construction workers, plus massive new energy infrastructure.

If I were evaluating Paducah today, I wouldn't start with a generic trade school offering 15 programs. I'd start with the project.

What contractors are coming? What jobs will they need? How many? When? What skills and certifications are they having the hardest time finding?

Then I'd investigate programs like commercial/industrial cleaning, industrial maintenance, instrumentation and controls, generator technicians, pipefitting, and potentially welding.

I'd also talk to every major contractor involved before signing a lease.

The goal wouldn't be, "Let's open a school."

The goal would be:

"Let's become the workforce pipeline for western Kentucky's next economy."

Big difference.

I'd also be watching Ashland/Boyd County, Kentucky.

This one is earlier and more speculative, which is exactly why I'd watch it.

A proposed 1-gigawatt data center is targeting a former industrial site near Ashland. Operations could begin around 2028 if the project advances.

That's the type of opportunity where I want to be EARLY, not after construction peaks.

Could the project change? Absolutely. Projects get delayed and canceled, which is why you don't open a school because you read one press release.

You validate demand first.

But I'd have this region circled on my map.

The Mississippi Gulf Coast would absolutely be on it too.

Pascagoula. Gulfport. Biloxi. And the smaller communities feeding workers into those markets.

I think this area deserves far more attention from workforce entrepreneurs.

Shipbuilding alone creates enormous skilled-trade demand. Ingalls has more than 11,000 employees, and Bollinger is investing in its own training capacity.

The region needs structural welders, pipe welders, pipefitters, marine electricians, machinists and industrial maintenance workers.

And I'd pay very close attention whenever the EMPLOYERS themselves start building training programs.

That's a signal.

They're telling you the existing pipeline isn't enough.

I wouldn't build another generic career college there. I'd investigate a serious welding/pipefitting/electrical academy built with heavy employer involvement.

And I'd make sure students actually weld.

A lot.

Southwest Louisiana would be another market I'd study hard.

Lake Charles. Cameron Parish. Calcasieu Parish. That entire industrial corridor.

People outside the region don't realize how much capital is being deployed along this part of the Gulf Coast.

LNG alone is creating enormous craft-labor demand. One major project expects approximately 5,000 workers at peak construction.

Now imagine several massive projects competing for overlapping trades.

Welders. Pipefitters. Electricians. Instrumentation technicians. Industrial maintenance technicians.

That's when wages move. That's when contractors recruit from other states. That's when per diem starts showing up.

And that's when training capacity becomes incredibly valuable.

If I were building there, I wouldn't create a cute little "welding school."

I'd investigate creating a serious Gulf Coast Industrial Trades Academy built around pipe welding, pipefitting, industrial electrical, instrumentation and millwright/industrial maintenance.

Build around what the plants actually hire.

Richland Parish, Louisiana fascinates me.

This is EXACTLY what I'm talking about.

Rural America + enormous technology investment.

Meta is expanding its AI infrastructure there to as much as 5 gigawatts of compute capacity, with announced investment exceeding $50 billion.

Peak construction employment is expected to exceed 7,500 jobs, with around 1,000 operational roles eventually.

And here's the part I'd pay very close attention to:

Meta has already committed millions toward local workforce training.

That's a signal.

When billion-dollar companies start funding workforce training, PAY ATTENTION.

I'd be investigating electrical, HVAC, industrial maintenance, controls, data-center facilities technicians, generator/backup-power technicians and fiber.

This is exactly the type of market I think workforce entrepreneurs should be studying.

But here's what I WOULDN'T do.

I wouldn't see "$50 billion data center" and immediately go lease a building.

That's how people lose money.

I'd spend months talking to employers. I'd ask what positions they'll need over the next 36 months, which ones are hardest to fill, what certifications they actually care about, what starting skills they expect and whether they'll interview graduates.

Then I'd talk to workforce boards, economic-development organizations, contractors and the companies actually winning the work. I'd look at WIOA, state workforce grants, employer training dollars and every other funding source available.

Then I'd build the curriculum BACKWARDS.

That's how I think the next generation of trade schools should be built.

Not:

"I want to open another trade school. Where should I put it?"

Instead:

"$20 billion is being invested here. What workers will they need that nobody is producing?"

Then build THAT school.

I don't think we need giant campuses either.

People picture a trade school and immediately imagine some $30 million campus.

I don't.

Give me an industrial building with the right equipment. Give me great instructors and employer partners. Give me short programs, evening classes and weekend classes. Give me hybrid theory where it makes sense and serious hands-on labs where they're required.

Give me WIOA eligibility and employer tuition reimbursement.

And give me an admissions team that understands they're selling an OUTCOME, not an education.

I don't need marble floors.

I need graduates getting hired.

Bring training to where the jobs are.

America has spent decades trying to send people to where the jobs are.

I think we're entering a period where we're going to need to bring TRAINING to where the jobs are.

Paducah doesn't need thousands of people to move away to get trained. It needs training capacity brought closer to Paducah.

The Gulf Coast shouldn't have to recruit every welder from 700 miles away. Train more people there.

And rural communities shouldn't watch billions of dollars get invested in their backyard while most of the skilled jobs go to traveling workers because nobody prepared the local population.

Build the pipeline BEFORE the project opens.

That's the opportunity I see.

Everybody is chasing AI companies. I'm interested in the technicians who powers them.

Everybody is chasing data centers. I'm interested in the technicians keeping them running.

Everybody is talking about American manufacturing. I'm interested in the industrial maintenance technician keeping the factory running at 2:00 AM.

Everybody wants to announce the next $20 billion project.

I'm asking a much simpler question:

Who's training the people who are going to build it?

Thirty years ago, America started moving vocational education away from the center of high school. Today we're discovering how badly we still need those skills.

We can't go back to 1992, but we can build the next version through high-school CTE, community colleges, apprenticeships, employer academies, privately owned trade schools, short-term programs and workforce-funded training.

We need ALL of it.

Because I believe America's skilled-labor shortage is becoming something even bigger:

A skilled-labor TRAINING shortage.

And wherever you find billions of dollars of investment, thousands of jobs, and not enough places training people for those jobs...

You may have found one of the best education-business opportunities of the next decade.

Don't follow the population. Follow the investment. Then build the workforce. Until next time, control what YOU can control, take action on something, and don’t forget to smile. Like what you read?

Here’s how you can help:  Share this newsletter with friends who could use a boost. Sharing is caring! Connect with me on X (formerly Twitter) – let's chat and support each other.