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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-res ...
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Client Event Marketing Secrets: How This Financial Advisor Builds Relationships
1:11:28
1:11:28
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Want to create client events that are more than just a meet-and-greet? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Jeff Bush, founder of WellSpring Financial, to uncover the secrets of successful client event marketing. Jeff shares real-world examples of events that have worked wonders for his firm, and …
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Market Volatility Conversations: What Your Clients Need to Hear
49:03
49:03
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In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advi…
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How AI is Transforming Advisor-Client Relationships and Document Security
50:22
50:22
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50:22
Join Mark Mersman as he sits down with Kristian Borghesan, CMO of Future Vault, to discuss the evolution of the modern financial advisor and the challenges Future Vault helps solve in the wealth management industry. Kristian shares insights into Future Vault's AI-powered digital vault technology, designed to streamline document handling, enhance se…
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How to Leverage PR as a Financial Advisor: Turn Articles into Clients
9:10
9:10
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9:10
So, you got published in a newspaper, magazine, or some other publication. Now what? In this episode of Financial Advisor Marketing Playbook, I’ll share 8 easy steps you can take to leverage your newly found fame. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committ…
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How Financial Advisors Can Get Free PR & Boost Credibility
10:34
10:34
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10:34
Are you a financial advisor who wants to get free publicity? It’s easier to do than you might think. In this episode of the Financial Advisor Marketing Playbook, we’ll share how any financial advisor can get easily published in well-known media outlets without spending a dime. The Financial Advisor Marketing Playbook is a podcast/video series for h…
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AI for Financial Advisors: Tools & Strategies for Growth
54:12
54:12
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Supercharge your financial advisory practice with AI! Join Mark Mersman (USA Financial) and Craig Kirkpatrick (Optimal AdvisorAI) in this episode of Financial Advisor Marketing Playbook as they explore how to use AI compliantly to save time, improve client connections, and drive growth in their practice. Learn practical AI applications and get expe…
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