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

Grow Organically
17/09/2025 38 min
EP 20 – Don’t Skip these Steps! How to Build a Scalable Marketing Machine with John Wernz

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Episode Synopsis

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 …

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