Thank you Jack Sharry for hosting me to talk #marketing and #organicgrowth in Financial Services! WealthTech on Deck
John Wernz, executive in residence at private equity firm Great Hill Partners and executive director of Datalign Advisory, has catalyzed growth through marketing in several successful #financialservices companies. He joined WealthTech on Deck host Jack Sharry to talk about what the world of marketing looks like now and how it is radically changing our industry, particularly for registered investment advisors (RIAs). https://lnkd.in/e2wD5p6b
It helps that John Wernz is the most likeable person on the planet.
This is great!! Thanks for sharing.
Nice work, John! You are a thoughtful and insightful leader in this space! Congrats!
Chief Marketing and Experience Officer, FMG I WealthManagement.com CMO of the Year I InvestmentNews Women to Watch I ThinkAdvisor Luminary I Board Member
1yWow you’re smooth on video! Some great points as always. Datalign is on to something pretty exciting! Doesn’t hurt to have your knowledge and background contributing to the strategy! Great share. Thanks!