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.
5 episodes
Market Volatility Conversations: What Your Clients Need to Hear
00:49:034/15/2025
How AI is Transforming Advisor-Client Relationships and Document Security
00:50:224/1/2025
How to Leverage PR as a Financial Advisor: Turn Articles into Clients
00:09:103/25/2025
How Financial Advisors Can Get Free PR & Boost Credibility
00:10:343/25/2025
AI for Financial Advisors: Tools & Strategies for Growth