EP 20 – Don’t Skip these Steps! How to Build a Scalable Marketing Machine with John Wernz

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Grow Organically

Catchlight

24 episodes

3 days ago

Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros. Each episode, we break down factors that affect growth at wealth management firms and how organizations can continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover actionable insights and success stories to help you achieve your growth goals.
This podcast is for informational and educational purposes only. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. To learn more, visit: catchlight.ai.com Catchlight Insights LLC. © 2024 Catchlight Insights LLC. All rights reserved.

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EP 20 – Don’t Skip these Steps! How to Build a Scalable Marketing Machine with John Wernz

Grow Organically

38 minutes 36 seconds

1 month ago

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 … Read More Read More