John Wernz is a former advertising director for the Wealth Enhancement Group, an impartial RIA based mostly in Minneapolis that manages almost $ 20 billion in property for almost 20,000 rich purchasers. Beneath John’s management, the Wealth Enhancement Group moved from almost $ 1 billion to $ 20 billion and attracted greater than 1.5 billion internet property in new purchasers final yr alone.
John joined me right now to debate in depth how he constructed an natural advertising engine in his firm, why junk mail turned the premise of their development technique, and the way they use third-party information sources to raised goal advertising initiatives. He may even share why the corporate makes use of a centralized gross sales group to inquire, the way it structured a advertising group of thirty individuals to handle all of the totally different advertising channels, and why fowl watchers are for his or her finest consumer base.
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