Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Financial Advisor Marketing Playbook

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by Mark Mersman

24 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality68

Social91

YouTube76

Engagement51

Learn more

Podcast Overview

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.

Language

🇺🇲

Publishing Since

3/25/2025

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🇺🇸 Charts #3

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Apple 142

Spotify 827

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Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality68

Social91

YouTube76

Engagement51

Learn more

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excellent

Episode Length

9 minutes

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Every 15 days

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Recent Episodes

June 9, 2026

From Disney to Apple: Powerful Marketing Lessons for Financial Advisors

Host Mark Mersman shares powerful marketing lessons from iconic brands like Disney and Apple to help financial advisors build loyalty and create memorable client experiences.

May 19, 2026

How to Explain Advisor Independence in a Way Clients Understand

Mark Mersman, Chief Marketing Officer at USA Financial, interviews himself on how to explain advisor independence to clients, building trust through outcome-based messaging.

May 7, 2026

Stop Sounding Like Every Other Advisor: How Clear Messaging Attracts Better Clients

Most financial advisors sound the same and that's a problem. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down why vague phrases like "comprehensive financial planning," "holistic," and "personalized solutions" fail to resonate with today's prospects. He explains how advisor‑centric messaging creates confusion and indifference, and why shifting to clear, client‑focused language builds trust, relevance, and momentum. Learn a simple framework to help you define who you serve, what problems you solve, and how clarity in your messaging can become one of your biggest marketing advantages. 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, Chief Marketing Officer at USA Financial, 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. Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial For more of the Financial Advisor Marketing Playbook: https://www.usafinancial.com/insights/financial-advisor-marketing-playbook Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial Powered by USA Financial #usafinancial #advisoradvancement

24 total episodes available with 11 transcripts

Recent guests on Financial Advisor Marketing Playbook

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Michelle Lawless

Guest

Jeff Bush

Guest

Kevin Roskam

Guest

Kristian Borghesan

Guest

See every guest on Financial Advisor Marketing Playbook

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What is 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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