
About this podcast
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…
28 episodes · business
Financial Advisor Marketing Playbook
About this podcast
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…
Recent episodes
- The Marketing Trap Keeping Many Financial Advisors From Growing18 Aug · 18 min
- Why Great Financial Advisors Manage Expectations Before They Manage Portfolios4 Aug · 1 h 10 min
- What Financial Advisors Can Learn From Disney About Creating Memorable Client Experiences21 Jul · 57 min
- The Secret to Turning Client Events into Client Stories2 Jul · 20 min
- From Disney to Apple: Powerful Marketing Lessons for Financial Advisors9 Jun · 27 min
- How to Explain Advisor Independence in a Way Clients Understand19 May · 14 min
- Stop Sounding Like Every Other Advisor: How Clear Messaging Attracts Better Clients7 May · 10 min
- How AI Is Changing Advisor Marketing, Time Management, and Growth with Matt Halloran30 Apr · 59 min
- How to Create Client Events That Actually Generate Referrals7 Apr · 24 min
- Lead Magnets That Convert in 2026: How AI Is Changing Lead Generation for Advisors3 Mar · 28 min