Financial Advisor Marketing Playbook

By Mark Mersman

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Category: Marketing

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Episodes: 25

Description

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.

Episode Date
The Secret to Turning Client Events into Client Stories
Jul 02, 2026
From Disney to Apple: Powerful Marketing Lessons for Financial Advisors
Jun 09, 2026
How to Explain Advisor Independence in a Way Clients Understand
May 19, 2026
Stop Sounding Like Every Other Advisor: How Clear Messaging Attracts Better Clients
May 07, 2026
How AI Is Changing Advisor Marketing, Time Management, and Growth with Matt Halloran
Apr 30, 2026
How to Create Client Events That Actually Generate Referrals
Apr 07, 2026
Lead Magnets That Convert in 2026: How AI Is Changing Lead Generation for Advisors
Mar 03, 2026
How to Write Emails Prospects Actually Want to Read
Feb 24, 2026
The Psychology Behind Your CTA: Why Prospects Don't Click "Book a Call"
Feb 03, 2026
What Billion-Dollar Brands Teach Advisors About Client Loyalty
Jan 21, 2026
Behavioral Finance, Simplified: 5 Biases Advisors Must Use in Their Marketing
Dec 30, 2025
The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs
Nov 18, 2025
From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
Oct 28, 2025
Financial Advisor PR Strategy with Michelle Lawless (Media Minefield)
Sep 16, 2025
AI vs. Financial Advisors: Strategies to Future-Proof Your Practice
Sep 02, 2025
2025 Seminar Marketing Trends for Financial Advisors
Aug 05, 2025
A Simple Way to Connect With The Next Generation
Jul 15, 2025
How Financial Advisors Can Build Trust and Keep Clients
Jun 13, 2025
Enhance Your Client Experience and Grow Your Practice with This Simple Tool
May 20, 2025
Client Event Marketing Secrets: How This Financial Advisor Builds Relationships
May 12, 2025
Market Volatility Conversations: What Your Clients Need to Hear
Apr 15, 2025
How AI is Transforming Advisor-Client Relationships and Document Security
Apr 01, 2025
How to Leverage PR as a Financial Advisor: Turn Articles into Clients
Mar 25, 2025
How Financial Advisors Can Get Free PR & Boost Credibility
Mar 25, 2025
AI for Financial Advisors: Tools & Strategies for Growth
Mar 25, 2025