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Sara Grillo: On the Two Sentence Rule and Elevator Pitches February 11, 2020
Sad news for the USA Financial advisor family and financial planning industry January 30, 2020
Episode 18 – Dennis Moseley-Williams: On the Experience Economy and Serious Shift November 27, 2019
William Chettle: On Brand, Experience, Persuasion, and the Little Things September 23, 2019
Seizing Opportunity – The SECURE Act August 28, 2019

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Mark Mersman

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

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A blog and podcast for financial advisors about marketing, with the occasional commentary about practice management, business development, taking care of clients, and life (in general).

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This site is meant for advisor use only, and not directed toward individual investors. Strategies discussed are for informational purposes only and are not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Mark R. Mersman is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice.

Mark R. Mersman is an investment advisor representative of, and securities are offered through, USA Financial Securities Corp., member FINRA/SIPC, a Registered Investment Advisor.

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2020 16 Ways from Sunday

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