Financial Advisor Marketing Playbook

About Financial Advisor Marketing Playbook

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.

Publisher

Mark Mersman

Category

business · business

Language

en

Explicit

No

First episode

25 Mar 2025

Latest episode

10 Sept 2026

Latest episodes

16 of 29 episodes have a transcript.

1. 

   10 Sept 2026TRANSCRIPT

   The Invisible Expertise Problem Most Financial Advisors Face

   Mark Mersman interviews Gabe McManus about how financial advisors can transform invisible expertise into influence through content and authentic communication.

2. 

   18 Aug 2026TRANSCRIPT

   The Marketing Trap Keeping Many Financial Advisors From Growing

   Host Mark Mersman, CMO at USA Financial, reveals how advisors avoid the marketing trap by applying the Four Burner Theory to focus their efforts for practice growth.

3. 

   4 Aug 2026TRANSCRIPT

   Why Great Financial Advisors Manage Expectations Before They Manage Portfolios

   Mark Mersman interviews Josh Kneller of Atlas Capital Management about how financial advisors build trust by managing client expectations for market volatility and inevitable losses.

Inside a recent episode

The Invisible Expertise Problem Most Financial Advisors Face

Published 10 Sept 2026 · Transcript excerpt

[…] Yeah. You know, it's now that you're saying that and articulating it that way. I mean, it could be a client experience. It could be a personal experience, obviously. But yes, I often will refer to them as light bulb moments where all of a sudden in this industry. it means something more than just a paycheck, right? I mean, what we do for a living, we help people and advisors help them navigate this, this, this. But when we started in the business, we did it to earn a paycheck and make a living. And then we have different moments in our careers, I think, that, boy, this means a lot more. There's a significant event that makes me think, I'm not doing this just for the money right there. […]

Who has been a guest on Financial Advisor Marketing Playbook

Names identified in recent episode analyses. Showing up to five guests.

• Gabe McManus
• Josh Kneller
• Vance Morris
• Michelle Lawless

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

80,050

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.9 / 5

19 ratings

Podcast Authority Score: 69 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

68

Social presence

91

YouTube

76

Engagement

51

Contact Financial Advisor Marketing Playbook

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Financial Advisor Marketing Playbook