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: 

• PodRocket Influence Academy (Enroll for FREE)
  
• Company: SmartAsset
  
• Company: Datalign Advisory
  
• Company: Zoe Financial
  
• Company: Wealth Enhancement Group
  
• Study: Fidelity Research
  

Connect With John Wernz:

• LinkedIn: John Wernz
  
• Twitter/X: John Wernz
  
• Website: Great Hill Partners
  

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
  
• 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.