Episode 05 - Matt Eilers: The Best Strategies to Market a Financial Practice with Mark Mersman

Episode Summary

In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial.  Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice.  Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort.  Mark will spend time exploring the dynamics of creating and promoting a true “referral culture” and even goes as far as explaining exactly what he would do (marketing-wise) if he was to start a practice from scratch tomorrow.  If you care about marketing, this is a must listen episode!



Show Notes and References

Company Link:

USA Financial 

Contact Information:

LinkedIn: https://www.linkedin.com/in/mark-mersman-6bb6326/

Email: mmersman@usafinancial.com


Mark Mersman is the chief marketing officer at USA Financial. He joined the firm in 2004 and has had numerous roles within the company before his current position. He entered the world of finance by launching his own firm at the age of 22, a planning firm committed to helping educators further understand their pensions and retirement planning and investment options.

Mark is one of the co-hosts of the nationally syndicated USA Financial Radio Show. In addition to helping clients and advisors to plan first and invest second, he is responsible for the creation and development of the firm’s marketing initiatives. He has written numerous educational seminars on a wide-ranging list of financial topics, and serves as a business-building consultant to financial advisors across the country.

Mark has been published in numerous industry publications, including InvestmentNews, The Wall Street Journal, Barron’s, Financial Advisor magazine, WealthManagement.com, and Investopedia, in addition to being featured as a guest blogger for the National Christian Foundation. He also served on an advisory board to one of the largest insurance companies in the world.

Mark graduated from Michigan State University, and is a die-hard sports fan. When he’s not in the office, Mark stays active playing basketball, softball, and golf. He is married to his wife, Emily. Together they have two girls, Charleigh and Morgan. They enjoy spending time on the lake and being outdoors with their two dogs.

16 Ways From Sunday is a podcast for high-performing financial planning professionals that are committed to improving their craft. This podcast takes a rifle-approach with a focus on financial advisor marketing and business building. Each episode provides actionable marketing ideas and insights, typically delivered through candid interviews with some of the top thought leaders in marketing and/or the financial advice industry. 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.






This site is meant for advisors use only and is not directed toward individual investors. Strategies discussed are for informational purposes only and not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice. Matt Eilers is an investment advisor representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.