16 Ways from Sunday
by Mark Mersman
August 6, 2025 12:00 am
The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice. Mark Mersman has been featured in Barron’s, The Wall Street Journal, Fox Business, WealthManagement.com , Investopedia, and a number of other industry publications, including being a regular contributor to Investment News and Financial Planning magazine. He was a finalist for the Wealthies award (chief marketing officer of the year) and hosted a nationally syndicated radio show from 2012-2019. He is currently the chief marketing officer at USA Financial.
Recent Episodes
2025 Seminar Marketing Trends for Financial Advisors
4 days agoA Simple Way to Connect With The Next Generation
4 weeks agoHow Financial Advisors Can Build Trust and Keep Clients
2 months agoEnhance Your Client Experience and Grow Your Practice with This Simple Tool
3 months agoClient Event Marketing Secrets: How This Financial Advisor Builds Relationships
3 months agoMarket Volatility Conversations: What Your Clients Need to Hear
4 months agoHow AI is Transforming Advisor-Client Relationships and Document Security
4 months agoHow to Leverage PR as a Financial Advisor: Turn Articles into Clients
5 months agoHow Financial Advisors Can Get Free PR & Boost Credibility
5 months agoAI for Financial Advisors: Tools & Strategies for Growth
5 months ago