About

Mark Mersman

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

As seen/featured in...

 

Most Recent Blog Content

AdobeStock_81227983.jpeg

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
Stop

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
mailers

Direct Mail Marketing & Undeliverable Rates: What to Expect

There’s nothing more frustrating than wasted marketing dollars. It’s one thing if the message isn’t effective. It’s another thing if it reaches the wrong audience. It’s an entirely different issue ... Read More
WealthManagement

Five Steps Top Advisors Take When Evaluating New Technology

The following blog post is from an article I recently had published on WealthManagement.com. One size does not fit all. In our world of increasing automation, having the right tools ... Read More
InvestmentNews

Video marketing: The 21st century version of judging a book by its cover

The following blog post was an article I recently had published in InvestmentNews. Videos can provide key details about a financial adviser in an easy–to–consume format that many potential clients ... Read More

Stay Connected

Subscribe to receive post updates on financial advisor marketing and much more.

Podcast - COMING SOON

Popular Content

Get Social

From the Land of Twitter

DOL Fiduciary Rule Dies... Introduces a new opportunity for financialadvisors. 16waysfromsunday.com… pic.twitter.com/6TIP…

Good Stuff

Coming Soon...


  • Marketing blogs I follow

  • Industry blogs I follow

  • Financial Industry News

  • My radio show

  • Whitepapers

  • Marketing Swipe files

  • 2017 Seminar RSVP statistics

Marketing Program Reviews