EP 20 – Don’t Skip these Steps! How to Build a Scalable Marketing Machine with John Wernz
Organic growth in wealth management requires more than just good marketing.
It demands alignment, testing, and a process-driven funnel.
In this episode, Dan Gilmartin interviews John Wernz, Partner and Strategic Advisor at Mission Wealth, who shares lessons from helping firms scale from billions to tens of billions in AUM. John breaks down the stages of marketing maturity, the importance of ICP, and why sales alignment is the critical piece many overlook.
John discusses:
- Building marketing teams from generalists to specialists and scaling from 4 to 50 people
- The three-step growth process: foundation, voice, and paid channels
- The importance of defining and targeting the ideal client profile (ICP)
- How to measure ROI on marketing campaigns and paid leads effectively
- Aligning sales and marketing to avoid wasted spend and maximize conversion
- And more!
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About our Guest:
John Wernz is an Entrepreneur-in-Residence at Great Hill Partners and serves as a strategic advisor to growing FinTech companies. He champions the power of scalable and measurable organic growth programs, believing they enable financial services firms to make a greater impact. For over a decade, John led organic growth at Wealth Enhancement Group, one of the nation’s top RIA firms, where he helped drive asset growth from under $2 billion to more than $50 billion. Today, he applies that deep expertise and practical insight to support financial services firms and early-stage FinTechs, helping them achieve faster, more sustainable growth than they thought possible.
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