Transferable Skills and Relationships Makes Exiting More Pleasant - John Wernz

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

What defines a successful career trajectory in the fast-paced world of wealth management and private equity? Get ready for an eye-opening episode of the Dreamcatchers podcast; John offers an intimate account of his journey, revealing how critical decisions and pivotal moments have shaped his professional life. Host Jerome guides listeners through a discussion filled with stories of strategic shifts, career-defining moves, and the surprising role of fortune and timing.

By listening, you'll gain exclusive insights into how leadership, governance, and personal growth interact in the upper echelons of finance. John's narrative is a profound expedition into the challenges and triumphs that accompany managing substantial assets and navigating intricate transitions, offering practical lessons for your career.

Tune in to this thought-provoking episode for a closer look at the elements that forge a path through business and personal evolution complexities. Join us on the Dreamcatchers podcast to explore these themes and discover the keys to turning professional challenges into opportunities for growth. Don't miss this engaging and inspiring journey!

[00:00 - 06:14] Introduction and Background

• Jerome introduces John, discussing the unexpected snowstorm in Minnesota
• John explained how he learned about the podcast and his initial impressions
• The discussion pivots to John's early career steps and his transition into wealth management

[06:15 - 25:30] Private Equity Experiences and Career Transitions

• John narrates his journey through different private equity firms and the transitions within the wealth management sector
• Experiences of growth from $2 billion to $53 billion in assets under management
• The significance of private equity in facilitating company growth and maintaining a conducive culture

[25:31 - 39:56] Marketing and Growth Strategies

• John discusses his strategic marketing roles and the impact on business expansion
• Insights into leveraging marketing for significant asset growth
• Jerome and John discuss the importance of adaptability and innovation in marketing within wealth management

[39:57 - 48:07] Entrepreneurial Insights and Business Philosophy

• John shares his philosophy on small versus large companies and finding the right fit
• The conversation explores the entrepreneurial mindset and its impact on business success
• Reflections on personal growth through various business phases and the importance of aligning personal goals with business strategy

[48:08 - 54:36] Boards, Governance, and Future Outlooks

• Discussion on the role and importance of board governance in business strategy
• John talks about his current roles on various boards and how this helps shape companies
• Looking forward, John shares his views on life and work post-executive roles, emphasizing balance and personal satisfaction

Key Quotes:

"It's about your ability to influence and make an impact without being beholden to other people's decisions or choices when you have a clear goal or objective that you're chasing or pursuing." - Jerome Myers

"There's a profound peace in finding your sweet spot in the professional world, aligning what you do with who you are." - John Wernz

Connect with John!

X/Twitter: https://twitter.com/johnwernz

LinkedIn: https://www.linkedin.com/in/johnwernz/

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Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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