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


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

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

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

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

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

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