John Wernz

Marketer, Advisor, Investor, Volunteer; Fintech boards @lifeyield @pocketnest, @BankWithChoice Non-profit boards @ThankMnTroops

[Shannon Rosic @ShannonRosic]

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 @johnwernz]

@FrankLuntz Why isn’t Iran removing them if the straight is open?

[Talkin' Twins @TalkinTwins]

“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 Kriesel @johnkriesel]

Wolves and Wild lost, and the Twins won… Bad day for Minnesota sports.

[Future Proof @FutureProof_HQ]

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: https://t.co/SeHk7YXFPI

[Ficomm Partners @FicommPartners]

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.

[Ficomm Partners @FicommPartners]

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 → https://t.co/VMFG1dCC3S

[John Wernz @johnwernz]

@NovakWeather Any updated runs on the models for Friday?

[John Wernz @johnwernz]

@JoeyBrainstorm Any thoughts on Friday? Models backing off??

[Matt Sonnen @mattsonnen_pfi]

“If you're focused on long-term growth, it's time to find other growth avenues” beyond client referrals, says @johnwernz. @finplan https://t.co/mzRm3K57rT

[Future Proof @FutureProof_HQ]

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.

[Danny Nelson @_dannynelson]

Come support our veterans tomorrow night! Camo hat giveaway thanks to @BeaconHealthSys

[Matt Sonnen @mattsonnen_pfi]

“If you're focused on long-term growth, it's time to find other growth avenues” beyond client referrals, says @johnwernz. @finplan https://t.co/mzRm3K57rT

[Financial Planning @finplan]

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
https://t.co/vsxOnytUAS

[John Kriesel @johnkriesel]

Great evening at the 20th anniversary celebration for the Minnesotans’ Military Appreciation Fund. The bonus was hanging out with my former Company Commander, Chip Rankin. Tonight the MMAF awarded their 20,000th grant. Such an amazing organization.

[CJ Fogler 🫡 @cjzero]

Loud "SELL THE TEAM" chants behind Tim Laudner on the Twins postgame show

[John Wernz @johnwernz]

Thanks @finplan for covering this and allowing me to comment!

[Financial Planning @finplan]

Prospective client leads are tremendously important to organic growth, and they can be quite expensive. Here's a guide for RIAs on how to understand them and craft a lead gen strategy. #RIAs #wealthmanagement #financialadvisors https://t.co/DBSVWUzCoZ

[Wealth Management @wealth_mgmt]

John Wernz, an executive-in-residence at Great Hill Partners, the Boston-based private equity firm, has joined Mission Wealth as a strategic advisor and partner. https://t.co/0yl10MwmFU

[John Wernz @johnwernz]

@TonkaBaseball_1 Go @ColeKnewtson8!!!!