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Financial Advisor Marketing Playbook
Mark Mersman
13 episodes
1 week ago
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.
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Marketing
Business,
Investing
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All content for Financial Advisor Marketing Playbook is the property of Mark Mersman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Marketing
Business,
Investing
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From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
Financial Advisor Marketing Playbook
12 minutes 36 seconds
2 weeks ago
From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
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.