Marketer, Advisor, Investor, Volunteer; Fintech boards @lifeyield @pocketnest, @BankWithChoice Non-profit boards https://teapawt.net/t.co/oyb1jIekzM, @ThankMnTroops
Joined March 2009
- Tweets5.4K
- Following131
- Followers1.3K
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John Wernz retweeted
RIA Edge Podcast 🎙️
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Adams, chief executive officer and managing partner at Mission Wealth, about how the firm has grown into a national RIA managing $17.5 billion while continuing to prioritize client service and culture.
Listen >> spr.ly/6010BGibP0
John Wernz retweeted
RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to consider a sale. spr.ly/6010BEZkIa
John Wernz retweeted
The WealthStack Podcast 🎙️
Shannon Rosic sits down with Mission Wealth's John Wernz to explore how AI is changing advisor marketing, where firms should focus now, and why the future of growth may depend on becoming more human, not less.
Listen >> spr.ly/6012BDW3FM
John Wernz retweeted
AI isn’t just helping advisors save time. It’s starting to reshape how firms drive organic growth.
On the latest WealthStack Podcast, @johnwernz joins me to discuss AI, advisor marketing, referrals, personalization & what firms should measure next.
Listen: tinyurl.com/vyfpjuz4
John Wernz retweeted
Up next on The WealthStack Podcast: @johnwernz joins me to talk AI through the lens of organic growth and marketing.
Not just more content or saved time, but smarter prospecting, personalization, intent tracking & measurable growth.
Recording 5/27. Drop your questions 👇
John Wernz retweeted
“I’ve decided that I think it’s best if I’m more involved right now”
-Tom Pohlad, owner of #MNTwins
That’s the problem in one sentence.
The Pohlads created this mess - and now the “best” solution is… more of him??
Delusional rich kids ruined this team.
John Wernz retweeted
We're excited to welcome a powerhouse group of voices shaping the wealth industry at Future Proof Citywide 2026:
- Marissa Herr, Head of Technology Consulting, Fidelity Investments
- George Acheampong Jr., CEO & Managing Partner, Capitalwize, LLC
- Ian Wenik, Editor, Citywire USA
- John Manganaro, Senior Reporter, The Daily Upside
- John Wernz, Partner, Strategic Advisor, Mission Wealth
- Shane Clifford, Partner, Head of Global Wealth, Carlyle (The Carlyle Group)
- Tom Fields, Founder & CEO, Fynancial
From wealthtech and alternatives to financial media, firm growth, and modern wealth building, these leaders are helping define the next era of the wealth industry.
Register to hear their perspectives live, and walk away with actionable insights on scaling advisory firms, navigating industry change, leveraging technology, and building lasting client value: futureproofhq.com/citywide/r…
John Wernz retweeted
Team-based growth beats elevating one advisor at everyone's expense. When firms invest in structure, support & real career paths, advisors do the work they love—and clients feel it. Hear how Mission Wealth does it on Growth Leaders of Wealth Management.
John Wernz retweeted
Growth stems from a company's consistent decisions over time. Mission Wealth prioritized ownership, advisor capacity, & investing in people & infrastructure, maintaining this focus as they scaled.
Listen to the full story → podcasts.apple.com/us/podcas…
John Wernz retweeted
“If you're focused on long-term growth, it's time to find other growth avenues” beyond client referrals, says @johnwernz. @finplan financial-planning.com/news/…
John Wernz retweeted
2 minutes with John Wernz, Partner and Strategic Advisor at Mission Wealth and an Executive in Residence at Great Hill Partners, and Matt Middleton, Founder & CEO of Future Proof, on the end of patchwork marketing and what comes next.
John sees something happening in wealth management he’s never seen in 25 years.
Here's what stands out:
- Marketing is finally becoming end-to-end.
For the first time, firms can run the full lead lifecycle, find, score, route, schedule, and follow up, without stitching together endless point solutions.
- This changes who gets to compete.
Firms that never had the staff, scale, or budget to market effectively can now go direct-to-consumer for the first time.
- Big firms still benefit, but the advantage is shifting.
AI improves outcomes for everyone, but John believes the real leverage is moving to firms without massive marketing teams.
- Personalization is no longer limited by size.
What used to be a handful of segments can now be individualized, every prospect, their own segment.
- Speed has fundamentally changed.
New companies are gaining traction faster than anything John has seen before, from unknown to in-demand in weeks, not years.
Bottom line:
This is a structural shift in how growth happens.
John Wernz retweeted
Come support our veterans tomorrow night! Camo hat giveaway thanks to @BeaconHealthSys
John Wernz retweeted
“If you're focused on long-term growth, it's time to find other growth avenues” beyond client referrals, says @johnwernz. @finplan financial-planning.com/news/…
John Wernz retweeted
A new study from @Deloitte and @WellsFargo Advisors FiNet dove into the key pitfalls of firms seeking to grow. One common problem? Failing to use effective marketing. Get the details here. #wealthmanagement #wellsfargo #financialadvisors
bit.ly/42eirqN
