78 min listen
Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
ratings:
Length:
105 minutes
Released:
Nov 3, 2020
Format:
Podcast episode
Description
John Wernz is the former Chief Marketing Officer for Wealth Enhancement Group, an independent RIA based in Minneapolis that has nearly $20 billion in assets under management for nearly 20,000 affluent clients. Under John’s leadership, Wealth Enhancement Group went from nearly $1 billion AUM to $20 billion—and attracted more than $1.5 billion of net new client assets in the past year alone. John joins me today to discuss in depth how he built the organic marketing engine at his firm, why direct mail became a foundation in their growth strategy, and how they leverage third-party data sources to better target marketing initiatives. He’ll also share why the firm uses a centralized sales team for inquiries, how he has structured a thirty-person marketing team to manage all of the different marketing channels, and why bird watchers make for their best client base. For show notes and more visit: https://www.kitces.com/201
Released:
Nov 3, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney: Advisors at all stages in their career will learn a tremendous amount for the successful career of Eleanor Blayney. by Financial Advisor Success