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Financial Advisor Marketing PlaybookAuthor: Mark Mersman
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: en Genres: Business, Investing, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How to Write Emails Prospects Actually Want to Read
Tuesday, 24 February, 2026
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 prospects into warm opportunities. Mark shares a simple five‑stage framework for creating nurturing campaigns that build trust rather than irritation, explains the difference between a journey and a newsletter, and outlines how to craft cold emails that open conversations without feeling automated or sales‑driven. If you want to strengthen your prospect experience, improve conversions, and communicate more like a human and less like a marketing machine, this episode gives you the blueprint. 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
