About

Mark Mersman

Blogger, marketer, author, speaker, consultant, nationally syndicated radio show host, content creator (and tester), forever student, and investment advisor representative.

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The three questions you must answer for prospective clients (and the two questions to answer to keep them as clients)

The three questions you must answer for prospective clients (and the two questions to answer to keep them as clients)

Many will argue that “sales is sales.” I’ll contend that the financial services industry has two paths that professionals can take when approaching new client acquisition (sales): the transaction-based sales ... Read More
Cutting through the noise part 2 - the best marketing email I've received in the past 12 months

Cutting through the noise part 2 – the best marketing email I’ve received in the past 12 months

If you haven’t had the chance to read my previous post about the best direct mail piece I’ve seen this year, I invite you do so, as it ties in ... Read More
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Cutting through the noise – The best direct mail marketing I’ve received this year

At least once a week I hear expressions like “direct mail is dead” or “there is so much junk mail.” If you know anything about me, you know I’m a ... Read More
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DOL Fiduciary Rule Dies… Introduces a new opportunity for financial advisors.

So it’s official. The DOL Fiduciary rule is a thing of the past. For many of us in the financial industry, it consumed a lot of our time, energy and ... Read More
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The World We Live In: How Yelp, YouTube and other platforms can land you in hot water

Marketing 101 will teach you that third-party validation is one of the strongest trust-builders available as you seek to grow your customer/client base. This is true for every industry. Small ... Read More

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