Shows
Financial Advisor Marketing PlaybookA Simple Way to Connect With The Next Generation In this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as a trusted contact— financial advisors can strengthen multi-generational relationships, reduce future asset attrition, and position themselves as a family’s long-term financial resource. Learn how to proactively educate clients and reach out to trusted contacts in a compliant yet relationship-building way. It’s important to communicate wealth values to th...2025-07-1509 min
Financial Advisor Marketing PlaybookHow Financial Advisors Can Build Trust and Keep ClientsStruggling with client retention or referrals? In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll discover four things your best clients likely believe—and why most clients leave not because of poor advice, but because of surprises or unclear expectations. Learn how to “future pace” your client relationships, clearly define your value, and proactively guide clients through life’s financial changes. If you're looking to grow your financial advisory practice and build long-lasting relationships, this video is a must-watch. The Financial Advisor Marketing Playbook is a pod...2025-06-1313 min
Financial Advisor Marketing PlaybookEnhance Your Client Experience and Grow Your Practice with This Simple Tool How well do you really know your clients? In this inaugural episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long...2025-05-2008 min
Financial Advisor Marketing PlaybookClient Event Marketing Secrets: How This Financial Advisor Builds Relationships Want to create client events that are more than just a meet-and-greet? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Jeff Bush, founder of WellSpring Financial, to uncover the secrets of successful client event marketing. Jeff shares real-world examples of events that have worked wonders for his firm, and reveals how you can use events to build stronger client relationships and grow your business. Don't just host an event – create an experience! The Financial Advisor Marketing Playbook is a video series for high-performing financial planning professionals that are committed to...2025-05-121h 11
Financial Advisor Marketing PlaybookMarket Volatility Conversations: What Your Clients Need to Hear In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advisor mistakes. Kevin shares strategies for proactive communication, emphasizing the importance of focusing on clients' income and long-term plans rather than short-term market reactions. We’ll also explore how to manage client emotions, set realistic expectations, and effectively communicate the value of risk management strategies during uncertain times. The Financial Advisor Market...2025-04-1549 min
Financial Advisor Marketing PlaybookHow AI is Transforming Advisor-Client Relationships and Document Security Join Mark Mersman as he sits down with Kristian Borghesan, CMO of Future Vault, to discuss the evolution of the modern financial advisor and the challenges Future Vault helps solve in the wealth management industry. Kristian shares insights into Future Vault's AI-powered digital vault technology, designed to streamline document handling, enhance security, and improve client-advisor collaboration. Discover the concept of "Advisor 3.0," the importance of offering comprehensive services beyond investments, and how tools like Future Vault can strengthen client relationships, facilitate wealth transfer to the next generation, and ultimately enhance the value advisors provide. The Financial Advisor Marketing...2025-04-0150 min
Financial Advisor Marketing PlaybookHow to Leverage PR as a Financial Advisor: Turn Articles into Clients So, you got published in a newspaper, magazine, or some other publication. Now what? In this episode of Financial Advisor Marketing Playbook, I’ll share 8 easy steps you can take to leverage your newly found fame. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insi...2025-03-2509 min
Financial Advisor Marketing PlaybookHow Financial Advisors Can Get Free PR & Boost Credibility Are you a financial advisor who wants to get free publicity? It’s easier to do than you might think. In this episode of the Financial Advisor Marketing Playbook, we’ll share how any financial advisor can get easily published in well-known media outlets without spending a dime. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win id...2025-03-2510 min
Financial Advisor Marketing PlaybookAI for Financial Advisors: Tools & Strategies for Growth Supercharge your financial advisory practice with AI! Join Mark Mersman (USA Financial) and Craig Kirkpatrick (Optimal AdvisorAI) in this episode of Financial Advisor Marketing Playbook as they explore how to use AI compliantly to save time, improve client connections, and drive growth in their practice. Learn practical AI applications and get expert advice on getting started. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series c...2025-03-2554 min
Industrial Hemp PodcastOrphan Wells, Carbon Credits, Climate Change & Industrial HempOn this week’s hemp podcast we explore the intersection of the gas and oil industries with the hemp industry and how hemp can provide an opportunity for Big Oil to take responsibility for the over 3 million abandoned oil and gas wells that dot the American landscape. Our guest is Mark Mersman from Offset Energy Partners who talks about The Well Done Foundation’s effort to plug leaky wells to fight climate change. We also talk about carbon credits and how they might persuade the oil and gas industry to do the right thing. “The credit...2021-09-2943 min
Hemp BaronsMark Mersman | Offset Energy PartnersPreventing abandoned oil & gas wells from contributing dangerous greenhouse gases. The methane gas that's emitting from the nearly 3 million abandoned oil & gas wells in America is dangerous and contributes to global warming. Mark Mersman the Co-Founder and President of Offset Energy Partners joins Joy Beckerman to talk about how adding hemp to the concrete that's used to plug the wells is reducing methane gas from leaking.Produced by PodConX Hemp Barons - https://podconx.com/podcasts/hemp-baronsJoy Beckerman - https://podconx.com/guests/joy-beckermanHemp Ace Intern...2021-09-0837 min
The Advisor Advancement Podcast NetworkEp. 22 Matthew Halloran: On Financial Advisor PodcastingIn this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing. This episode is all about podcasting for financial advisors. Matt shares tips, tricks, and best practices to consider if you’re a financial professional who is looking to add podcasting to your marketing mix. 2020-07-0239 min
NextGen PlannersMark Mersman with his views on marketing your advice firmIn this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms2020-04-2851 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 21 – Coach Micheal Burt on Follow Up, Structure, and Activation of Prey DriveIn this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professionals, business owners, and those interested in rapid growth the five areas to get significant life in their business. 2020-04-2443 min
Marketer of the Day with Robert Plank698: Sales and Marketing Funnels: Build Trust and Credibility with Mark MersmanMark Mersman is the chief marketing officer at USA Financial. Prior to joining the firm in 2004, he entered the world of financial planning by launching his own firm at the age of 22. He was the host of a nationally syndicated radio show for 6 years and now focuses much of his time on […]
The post 698: Sales and Marketing Funnels: Build Trust and Credibility with Mark Mersman first appeared on Marketer of the Day with Robert Plank.2020-04-1632 minMarketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World698: Sales and Marketing Funnels: Build Trust and Credibility with Mark MersmanMark Mersman is the chief marketing officer at USA Financial. Prior to joining the firm in 2004, he entered the world of financial planning by launching his own firm at the age of 22.
He was the host of a nationally syndicated radio show for 6 years and now focuses much of his time on developing outbound and inbound marketing systems for independent financial professionals. He is the author of a wide range of content from marketing to investment management that have been published in industry publications like the Wall Street Journal, Barrons, Financial Advisor Magazine and Investopedia. Mark is also the host...2020-04-1632 min
The Advisor Advancement Podcast NetworkEp. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practiceIn this episode of 16 Ways from Sunday, Mark Mersman interviews Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the right mortgage professional relationship can be mutually beneficial to wealth management and financial planning professionals.2020-04-0152 min
Advisor ElevationWhy Experience Matters with Dennis Moseley-WilliamsIf Walt Disney ran your financial practice, how different would it look? In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services. Don’t miss this important episode where you will further discover why experience matters so much in your business!2020-03-021h 14
The Advisor Advancement Podcast Network16 Ways from Sunday Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator PitchesIn this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. They dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing.2020-02-0746 min
Marketing MixMark Mersman, CMO, USA FinancialMark discusses marketing an intangible service in a highly regulated industry, building trust and credibility without third-party validation, and why high-value purchase or investment decisions are the most rewarding challenge for financial marketers.2019-11-2019 min
Marketing MixMark Mersman, CMO, USA FinancialMark discusses marketing an intangible service in a highly regulated industry, building trust and credibility without third-party validation, and why high-value purchase or investment decisions are the most rewarding challenge for financial marketers.2019-11-2018 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 18 - Dennis Moseley-Williams: On the Experience Economy and Serious ShiftIn this episode of 16 Ways from Sunday, Mark Mersman interviews Dennis Moseley-Williams. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. This episode is all about building the experience within your practice. Are you ready to shift from service to experience? If so, this is the episode for you.2019-11-191h 07
Advisor ElevationFrom Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football. This entertaining episode is one you won’t want to miss! 2019-10-141h 41
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 17 – William Chettle: On Brand, Experience, Persuasion, and the Little ThingsIn this episode of 16 Ways from Sunday, Mark Mersman interviews William Chettle, the Director of Experience and Engagement for Symmetry Partners. William oversees the firm’s marketing and communications to build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. This episode is all about branding, development, persuasion, and the little things.2019-09-161h 03
Marketing – Top Advisor MarketingEp 194 – How to Power up Your Marketing Today— With Mark MersmanIn today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®! Matt is joined by Mark Mersman, CMO of USA Financial®, to discuss the best marketing ideas of the past, present, and future. Together they explore how you can better understand marketing and your advisory business as a whole. … Continue reading Ep 194 – How to Power up Your Marketing Today— With Mark Mersman →2019-08-2700 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE ActIn this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.2019-08-1646 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your BrandIn this episode of 16 Ways from Sunday, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol. Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers. This episode is all about business refinement. Steve shares how to get out of the rat race of the ever-increasing budget to generate new relationships and convince new people and focus on how to teach the already convinced to convince others on your behalf.2019-07-161h 02
Advisor ElevationIntegrating Life Planning with Financial Planning and the Path to the Golden Civilization with George KinderIn this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe. This is an episode you won’t want to miss! 2019-05-2457 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category LeadershipIn this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community. In this episode, Sangram shares a very basic, yet profound formula for what it takes to become a category leader.2019-05-2250 min
Advisor ElevationBuilding a Life By Design, Not By Default with Chris YonkerIn this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”. For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process. Be sure to tune into this episode that you cannot afford to miss! 2019-04-291h 17
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 12 - Mark Mersman & Andrea McGrew: On the Financial Gap - What it Means to be UnNichedIn this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO and CLO of USA Financial. Their discussion centers around the Financial Wellness Gap facing women. Andrea is the host of Un Niched, a podcast and initiative focused on dismantling the notion women are a small, specialized segment of the population. She is building a community that raises awareness and fosters dialogue about some of the biggest challenges facing women, both in the financial industry and within the investor community.2019-03-151h 34
The Advisor Advancement Podcast NetworkUn-Niched Ep. 04 - The Financial Wellness Gap with Mark MersmanIn this episode of UnNiched, Andrea McGrew explores the bold statement that our industry, the financial services industry, has failed women investors. Instead of viewing us a resource of investing knowledge and confidence, many shy away because they don’t feel confident in their knowledge. Discussing this with Andrea is Mark Mersman, Chief Marketing Officer at USA Financial and head of the Financial Wellness Initiative. Mark offers insight in to how women have a gap in financial education and how our industry can help combat that gap. We have a responsibility to create new and more effective ways to re...2019-03-011h 31
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and SystemizationIn this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan’s approach to a fit process, gaining client advocacy, and systemization.2019-03-0159 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 09 – Mark Mersman: On the Biggest Myths and Best Practices of Seminar Marketing – 2018 Statistics in ReviewIn this episode of 16 Ways from Sunday, Mark Mersman discusses the 5 biggest myths surrounding financial advisor seminar marketing. He highlights some of the best practices and shares some of the most eye-popping statistics that came from USA Financial’s Fill-The-Room seminar system. Offer a meal? What topic to present? It’s all covered in this episode.2019-01-161h 05
Advisor ElevationBest Practices for a Better First AppointmentIn this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.2019-01-0846 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 05 - Mark Mersman & Matt Eilers: On Financial Advisor Marketing Best PracticesIn this episode of 16 Ways from Sunday, Mark Mersman is interviewed by Matt Eilers as a part of his highly successful podcast titled Advisor Elevation. The discussion is focused on the ins and outs of marketing a financial practice and how to evaluate different marketing activities. From referrals and personal introductions to podcasts and seminars, this episode is full of great content.2018-11-161h 37
Advisor ElevationThe Best Strategies to Market a Financial Practice with Mark MersmanIn this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort. Mark will spend time exploring the dynamics of creating and promoting a true “...2018-11-021h 39
The Advisor Advancement Podcast NetworkAdvisor Elevation Ep 05 - The Best Strategies to Market a Financial Practice with Mark MersmanIn this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort. Mark will spend time exploring the dynamics of creating and promoting a true “...2018-11-021h 39
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 03 – Brian Hart: On Turning Press into Profits: Simplifying Public Relations for Financial AdvisorsIn this episode of 16 Ways from Sunday, Mark Mersman interviews Brian Hart, Founder and President of Flackable, a PR agency for financial advisors. Brian discusses the difference between paid media, owned media, and earned media, along with how to leverage earned media. He touches on the value of Twitter in your PR strategy and how to track ROI on your PR efforts.2018-10-251h 15
Advisor ElevationClient Segmentation - What it is, What it isn't, and Why you'll need itIn this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!2018-10-151h 01
Advisor ElevationHow to Competitor Proof your Best Clients with Steve Phillips of Advisor ProtocolIn this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!2018-10-151h 06
Advisor ElevationThe Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar! If you are involved in seminar marketing, this is a MUST-LISTEN episode!2018-10-151h 15
Advisor Elevation25 Ideas for You to Elevate Your Client ExperienceIn the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions. This is an episode you don't want to miss, and will be one to share with your staff and/or team!2018-10-1152 min
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 02 – Mike Lover: On the Importance of Process and Elevating the Client ExperienceIn this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being acquired by industry juggernaut E*Trade. He also discusses one major change he thinks may take place in the financial services industry (and what advisors can do to position their practice for the change).2018-10-111h 11
The Advisor Advancement Podcast Network16 Ways From Sunday Ep. 01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Financial AdvisorsSuccessful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing. In this episode, Mark Mersman walks listeners through the 8 steps of the sales and marketing funnel followed by high-performing financial advisors. It is the same process his firm has utilized for over 30 years to build every aspect of their business, including insurance and securities brokerage, multiple assets under management platforms, and a multi-media marketing and technology firm specifically built for independent advisors.2018-10-1143 min