• From Leads to Loyalty: How to Build a Sustainable Growth Pipeline with John Wernz

  • Nov 12 2024
  • Length: 37 mins
  • Podcast

From Leads to Loyalty: How to Build a Sustainable Growth Pipeline with John Wernz

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  • This week, Jud talks with John Wernz, a marketing expert and private equity advisor. John shares actionable insights on how firms can drive sustainable growth through targeted lead generation and effective client conversion strategies. Drawing from his extensive experience with wealth management firms and fintech companies, John discusses the importance of omnichannel marketing and breaking down marketing maturity into stages: foundational marketing, inbound efforts, and growth channels. He emphasizes the value of quality over quantity in lead generation, explaining why a high-quality, well-targeted lead pipeline can boost conversion rates and streamline the client onboarding process. John also highlights the need for firms to experiment continually with new marketing channels to stay competitive in a rapidly evolving industry. In this episode: (00:00) - Intro (01:19) - John's professional journey (03:10) - Current trends in wealth management (04:04) - Effective marketing strategies (07:24) - The three buckets of marketing maturity (12:27) - Challenges in lead conversion (15:24) - Dataline and Testimonial IQ (20:51) - The role of compliance in marketing (27:48) - Investor insights and growth strategies (34:38) - Connecting with John Get full show notes and links at https://risingtidepod.com. Watch the episode on YouTube: https://youtube.com/@turncast.
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