Financial Advisor Marketing Playbook
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, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice.
Mark Mersman has been featured in Barron’s, The Wall Street Journal, Fox Business, WealthManagement.com , Investopedia, and a number of other industry publications, including being a regular contributor to Investment News and Financial Planning magazine. He was a finalist for the Wealthies award (chief marketing officer of the year) and hosted a nationally syndicated radio show from 2012-2019. He is currently the chief marketing officer at USA Financial.
- Update frequency
- every 16 days
- Average duration
- 26 minutes
- Episodes
- 11
- Years Active
- 2025
AI vs. Financial Advisors: Strategies to Future-Proof Your Practice
AI is reshaping every industry, and financial advice isn’t immune. Are you prepared?
In this episode of The Financial Advisor Marketing Playbook, Mark Mersman unpacks a recent Microsoft study rank…
2025 Seminar Marketing Trends for Financial Advisors
In this episode of the Financial Advisor’s Marketing Playbook, Mark Mersman breaks down the latest seminar marketing trends based on real-world data collected over the past several years at USA Fina…
A 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 marke…
How Financial Advisors Can Build Trust and Keep Clients
Struggling 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 …
Enhance 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…
Client 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 Fina…
Market 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 experiencin…
How 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 man…
How 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 ne…
How 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 advis…
AI 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 exp…