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