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

Seminars: The Best Presentation Advice One Can Receive

The majority of the financial presentations delivered in our industry are not actually created by the person giving the presentation. This isn’t highly unusual and is only a real problem ...
Read More

Brand Essentials Needed Before Building the Sales & Marketing Funnel

Ready, Fire, Aim. It’s the approach many small businesses take with their marketing. Financial advisors are no exception. While this approach certainly beats an approach that never executes on the ...
Read More

Sara Grillo: On the Two Sentence Rule and Elevator Pitches

Join me on a new episode of 16 Ways from Sunday where I interview Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker.  We’ll dive into conversation on ...
Read More

Sad news for the USA Financial advisor family and financial planning industry

While the news cycles of the week have been focused on the shocking and tragic death of legendary basketball star Kobe Bryant, the family at USA Financial mourns the recent ...
Read More

Episode 18 – Dennis Moseley-Williams: On the Experience Economy and Serious Shift

In this episode of 16 Ways from Sunday, Dennis Moseley-Williams is interviewed. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build ...
Read More

Get Social

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