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Seizing Opportunity – The SECURE Act
The SECURE Act could present significant opportunities for financial professionals and their clients. This episode of 16 Ways from Sunday is all about how to seize the opportunity and leverage ... Read More
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
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
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
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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