Hosted by Mark Mersman · 🇺🇸 US · EN · 23 episodes
Established thought leaders with verified media credentials.
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 yea
Mark Mersman hosts Financial Advisor Marketing Playbook, a business show with 23 episodes published.
Some of the best marketing lessons for financial advisors do not come from within the industry. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down what advisors can learn from iconic b
Many financial advisors struggle to explain what it really means to be independent without sounding technical, negative, or self‑focused. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman walks t
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," a
Mark Mersman sits down with longtime friend and advisor marketing expert Matt Halloran, now Chief of Angels at Zocks, to unpack how artificial intelligence is reshaping financial advisor marketing, client experience, and
Most financial advisor client events fall flat—not because the information is wrong, but because the experience is forgettable. In this episode of Financial Advisor Marketing Playbook , Mark Mersman breaks down why tradi
In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down the dramatic shift happening in lead magnets for financial advisors in 2026. Generic retirement guides and broad educational PDFs no
In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down why most advisors don't have a lead problem—they have a follow‑up problem—and how intentional drip sequences can transform dormant pr
In this episode of Financial Advisor Marketing Playbook , Mark Mersman breaks down the real psychological barriers that stop prospects from clicking "book a call" on an advisor's website—and how small language and design
In this episode of the Financial Advisor Marketing Playbook, Mark Mersman explores what billion-dollar consumer brands like Peloton, Apple, Airbnb, Disney, and Starbucks understand about loyalty—and how financial advisor
In this episode of Financial Advisor's Marketing Playbook , host Mark Mersman breaks down five core behavioral biases—loss aversion, status quo bias, anchoring, choice overload, and social proof—and shows how each can be
In this episode of Financial Advisor Marketing Playbook , Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin
In this episode of The Financial Advisor Marketing Playbook , Mark Mersman explores the fast-emerging concept of Answer Engine Optimization (AEO) —how advisors can adapt their websites and content strategies for the AI-d
In this episode of Financial Advisor Marketing Playbook, Mark sits down with Michelle Lawless, VP at Media Minefield, to unpack how PR powers growth for advisory firms—especially in a world where AI search favors credibl
AI is reshaping every industry, and financial advice isn't immune. Are you prepared? In this episode of The Financial Advisor Marketing Playbook , Mark Mersman unpacks a recent Microsoft study ranking personal financial
In this episode of the Financial Advisor's Marketing Playbook , Mark Mersman breaks down the latest seminar marketing trends based on real-world data collected over the past several years at USA Financial. He explores th
In this episode of The Financial Advisor Marketing Playbook , Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By
Struggling with client retention or referrals? In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll dis
How well do you really know your clients? In this inaugural episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients
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 s
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,
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Financial Advisor Marketing Playbook is hosted by Mark Mersman. The show is categorised under business (marketing) and has published 23 episodes.
Financial Advisor Marketing Playbook has published 23 episodes.
Financial Advisor Marketing Playbook regularly covers business, marketing, investing. It sits in the business category, with a marketing focus.
Financial Advisor Marketing Playbook is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Financial Advisor Marketing Playbook hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Financial Advisor Marketing Playbook average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Financial Advisor Marketing Playbook's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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