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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Most Recent Blog Content

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Business Refinement, Why the Words Matter, and Defining Your Brand

On this episode of 16 Ways from Sunday, I’m joined by Steve Phillips, founder of the Advisor Protocol.  Steve is also a Certified Practice Management Consultant at Pareto Systems and ... Read More
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Funnel Flipping, Account Based Marketing, and The Secret Formula for Category Leadership

In 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 ... Read More
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The Integration of a Tax Practice and Insurance Agency with Wealth Management

In this episode, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail ... Read More
Mersman_Ad-Podcast-Cover_Ep012

The Financial Wellness Gap – What it Means to be UnNiched

In 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 ... Read More
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Personal Introductions, Fit Process, and Systemization

In 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 ... Read More

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