Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners, Executive Director and Board Member at Datalign Advisory, and Board Advisor at Testimonial IQ.

In a Nutshell: Before recording this episode, I prompted ChatGPT-4 to “Play the role of a financial advisor marketing expert. Lay out a detailed marketing strategy for a $5 million annual revenue RIA firm that wants to grow 20% per year.”

The results were … pretty good!

But effective marketing requires more than blindly following a GPT-generated plan —  you have to target, personalize, and differentiate your message to reach your intended audience and turn clicks into clients through both marketing AND sales.

On today’s show, John Wernz and I use the GPT-4 marketing plan as a springboard to discuss all aspects of the marketing process and identify actionable ways for you to improve every step of your marketing program.