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PODCAST

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

business marketing

All Episodes

46:37

Ep. 16 – Mark Mersman: On Seizing Opportunity – The...

Financial Advisor Marketing Playbook ·

2019/08/16

In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.

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01:02:20

Ep. 15 – Steve Phillips: On Business Refinement, Why...

Financial Advisor Marketing Playbook ·

2019/07/16

In this episode of 16 Ways from Sunday, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol. Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers. This episode is all about business refinement. Steve shares how to get out of the rat race of the ever-increasing budget to generate new relationships and

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50:44

Ep. 14 - Sangram Vajre: On Funnel Flipping, Account...

Financial Advisor Marketing Playbook ·

2019/05/22

In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community. In this episode, Sangram shares a very basic, yet profound formula for what it takes to become a category leader.

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01:35:42

Ep. 13 - Jeff Leppert & Kevin Holt: On the...

Financial Advisor Marketing Playbook ·

2019/04/04

In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a strategic legal partnership all under one roof. They discuss acquisition, transition, and their commitment to the ultimate

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01:34:11

Ep. 12 - Mark Mersman & Andrea McGrew: On the...

Financial Advisor Marketing Playbook ·

2019/03/15

In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO and CLO of USA Financial. Their discussion centers around the Financial Wellness Gap facing women. Andrea is the host of Un Niched, a podcast and initiative focused on dismantling the notion women are a small, specialized segment of the population. She is building a community that raises awareness and fosters dialogue about some of the biggest challenges facing women, both in the

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59:58

Ep. 11 - Duncan MacPherson: On Personal...

Financial Advisor Marketing Playbook ·

2019/03/01

In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan’s approach to a fit process, gaining client advocacy, and systemization.

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17:16

Ep. 10 - In the Line of Fire: A Thank You to Officer...

Financial Advisor Marketing Playbook ·

2019/02/01

This episode of 16 Ways from Sunday features a very different discussion; it’s a thank you to family friend and police officer Jeff Koenig, who was involved in a tragic shooting during a traffic stop in Saginaw Township, Michigan. It’s also a thank you to all of the service men and women out there who put their lives on the line every day for the rest of us to enjoy the things we hold near and dear. This episode isn’t about financial advisor marketing; it’s about something far more important.

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01:05:03

Ep. 09 – Mark Mersman: On the Biggest Myths and Best...

Financial Advisor Marketing Playbook ·

2019/01/16

In this episode of 16 Ways from Sunday, Mark Mersman discusses the 5 biggest myths surrounding financial advisor seminar marketing. He highlights some of the best practices and shares some of the most eye-popping statistics that came from USA Financial’s Fill-The-Room seminar system. Offer a meal? What topic to present? It’s all covered in this episode.

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01:01:27

Ep. 08 – Brittney Castro: On Social Media,...

Financial Advisor Marketing Playbook ·

2019/01/04

In this episode, Brittney Castro talks about the transformations that took place over the course of a decade in her practice. She highlights some of the biggest bending points, including a focus on women, and the shift from commission based to fee-only financial planning. From workshops to social media, Brittney discusses the factors that have launched her practice to new heights.

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01:08:14

Ep. 07 - Tucker Max: On Authorship, Credibility,...

Financial Advisor Marketing Playbook ·

2018/12/16

Tucker Max has gone from Bestselling author and king of the single-life to father, husband, and CEO of highly successful start-up Scribe Media. This episode of 16 Ways from Sunday details that transition and highlights how financial advisors should think differently about credibility and positioning. The Scribe Media process is discussed in detail as Tucker shares his story about how a personal challenge suddenly landed him with a new-found career and company.

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56:59

Ep. 06 - Vonda Van Til: Insights for Advisors from...

Financial Advisor Marketing Playbook ·

2018/12/01

In this episode of 16 Ways from Sunday, Vonda Van Til discusses thoughts and ideas on how advisors can leverage Social Security within their financial planning practice. As a Public Affairs Specialist with the Social Security Administration, Vonda shares how advisors can utilize the administration as a resource within their practice and how to answer some of the tougher questions advisors receive related to Social Security. If retirement income planning is a part of your business, this is a can’t

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01:37:43

Ep. 05 - Mark Mersman & Matt Eilers: On Financial...

Financial Advisor Marketing Playbook ·

2018/11/16

In this episode of 16 Ways from Sunday, Mark Mersman is interviewed by Matt Eilers as a part of his highly successful podcast titled Advisor Elevation. The discussion is focused on the ins and outs of marketing a financial practice and how to evaluate different marketing activities. From referrals and personal introductions to podcasts and seminars, this episode is full of great content.

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53:15

Ep. 04 – Josh Bartholomew: On the Importance of...

Financial Advisor Marketing Playbook ·

2018/11/01

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn’t currently being leveraged.

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01:15:57

Ep. 03 – Brian Hart: On Turning Press into Profits:...

Financial Advisor Marketing Playbook ·

2018/10/25

In this episode of 16 Ways from Sunday, Mark Mersman interviews Brian Hart, Founder and President of Flackable, a PR agency for financial advisors. Brian discusses the difference between paid media, owned media, and earned media, along with how to leverage earned media. He touches on the value of Twitter in your PR strategy and how to track ROI on your PR efforts.

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01:11:20

Ep. 02 – Mike Lover: On the Importance of Process and...

Financial Advisor Marketing Playbook ·

2018/10/11

In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being acquired by industry juggernaut E*Trade. He also discusses one major change he thinks may take place in the financial services industry (and what advisors can do to position their

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43:48

Ep. 01 - Mark Mersman: On the Sales and Marketing...

Financial Advisor Marketing Playbook ·

2018/10/11

Successful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing. In this episode, Mark Mersman walks listeners through the 8 steps of the sales and marketing funnel followed by high-performing financial advisors. It is the same process his firm has utilized for over 30 years to build every aspect of their business, including insurance and securities brokerage, multiple assets under management platforms, and

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36 results

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