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You know what marketing is, right? But what about the difference between foundational and growth marketing?
In this episode, Matt Halloran talks to John Wernz, a seasoned marketing expert in financial services. They reveal why knowing the difference is key to marketing success — and why doing foundational vs growth marketing in the right order can save your marketing budget. Spoiler alert: John recommends getting your foundational marketing right before pouring money into growth in order to maximize the leads you generate and ultimately close more business.
Matt and John discuss:
- The major differences between foundational and growth marketing
- How to quickly nurture and connect with leads
- The role of center of influence (COI) marketing in a thriving advisory practice
- And more
“But so many times, people skip foundational marketing. It drives me bananas. And you don’t have the social proof, and you don’t have the influence — people are going to go to your website, and they’re going to be like, ‘What? No, I’m not ready to work with you.’” – John Wernz
Resources:
- Company: SmartAsset
- Company: Datalign Advisory
- Company: Zoe Financial
- Company: Wealth Enhancement Group
- Study: Fidelity Research
Connect With John Wernz:
Connect With ProudMouth:
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
About Our Guest:
John Wernz is an Entrepreneur-in-Residence at Great Hill Partners and a strategic advisor to growing FinTechs.
He believes in the power of scalable and measurable organic growth programs to enable financial services firms to have a greater impact.
For more than a decade, John served as the organic growth leader at Wealth Enhancement Group, one of the nation’s top RIA firms, driving the asset growth from less than $2B to more than $50B in assets in his tenure.
Today, he brings that expertise and practical know-how to growing financial services firms, and related early stage FinTechs, helping them achieve faster growth than they thought possible.
