John Wernz

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

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/regis…

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.

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/podcast/21-…

@NovakWeather Any updated runs on the models for Friday?

Get ready for a ramp-up in snow/ice talk as we head into next week. Here is the latest 00z A.I. GFS upper level wind chart for FRIDAY night. Notice that much of MN/WI is located in a perfect area for a Winter Storm.

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

Ice storm tomorrow evening through midday Tuesday?!

“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/how-new-r…

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.

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

“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/how-new-r…

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

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.

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

Actor Gary Sinise took over 1,000 children of fallen soldiers to Disneyland, free of charge

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

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. spr.ly/60134B5Wf

@TonkaBaseball_1 Go @ColeKnewtson8!!!!

Bounce Back Day

THURSDAYS: InitialsGameLive.com

Conklin, Wernz & Barnard all hit singles & Jarecki adds a sacrifice fly. We lead 4-3 after 2 innings. #GoJacks 🐰