A Simple Way to Connect With The Next Generation
Financial Advisor Marketing Playbook
Release Date: 07/15/2025
2025 Seminar Marketing Trends for Financial Advisors
Financial Advisor Marketing Playbook
In this episode of the Financial Advisor’s Marketing Playbook, Mark Mersman breaks down the latest seminar marketing trends based on real-world data collected over the past several years at USA Financial. He explores the age-old question every advisor faces: Should you serve a meal at your seminar or not? Mark compares response rates from meal and non-meal events dating back to 2018, reveals how pandemic-era shifts and election cycles have influenced performance, and highlights which topics are driving the strongest turnout in 2025. If you’re a financial advisor planning your next...
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A Simple Way to Connect With The Next Generation
Financial Advisor Marketing Playbook
In this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as a trusted contact— financial advisors can strengthen multi-generational relationships, reduce future asset attrition, and position themselves as a family’s long-term financial resource. Learn how to proactively educate clients and reach...
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How Financial Advisors Can Build Trust and Keep Clients
Financial Advisor Marketing Playbook
Struggling with client retention or referrals? In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll discover four things your best clients likely believe—and why most clients leave not because of poor advice, but because of surprises or unclear expectations. Learn how to “future pace” your client relationships, clearly define your value, and proactively guide clients through life’s financial changes. If you're looking to grow your financial advisory practice and build...
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Enhance Your Client Experience and Grow Your Practice with This Simple Tool
Financial Advisor Marketing Playbook
How well do you really know your clients? In this inaugural episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you. 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...
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Client Event Marketing Secrets: How This Financial Advisor Builds Relationships
Financial Advisor Marketing Playbook
Want to create client events that are more than just a meet-and-greet? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Jeff Bush, founder of WellSpring Financial, to uncover the secrets of successful client event marketing. Jeff shares real-world examples of events that have worked wonders for his firm, and reveals how you can use events to build stronger client relationships and grow your business. Don't just host an event – create an experience! The Financial Advisor Marketing Playbook is a video series for high-performing financial...
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Market Volatility Conversations: What Your Clients Need to Hear
Financial Advisor Marketing Playbook
In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advisor mistakes. Kevin shares strategies for proactive communication, emphasizing the importance of focusing on clients' income and long-term plans rather than short-term market reactions. We’ll also explore how to manage client emotions, set...
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How AI is Transforming Advisor-Client Relationships and Document Security
Financial Advisor Marketing Playbook
Join Mark Mersman as he sits down with Kristian Borghesan, CMO of Future Vault, to discuss the evolution of the modern financial advisor and the challenges Future Vault helps solve in the wealth management industry. Kristian shares insights into Future Vault's AI-powered digital vault technology, designed to streamline document handling, enhance security, and improve client-advisor collaboration. Discover the concept of "Advisor 3.0," the importance of offering comprehensive services beyond investments, and how tools like Future Vault can strengthen client relationships, facilitate wealth...
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How to Leverage PR as a Financial Advisor: Turn Articles into Clients
Financial Advisor Marketing Playbook
So, you got published in a newspaper, magazine, or some other publication. Now what? In this episode of Financial Advisor Marketing Playbook, I’ll share 8 easy steps you can take to leverage your newly found fame. 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...
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How Financial Advisors Can Get Free PR & Boost Credibility
Financial Advisor Marketing Playbook
Are you a financial advisor who wants to get free publicity? It’s easier to do than you might think. In this episode of the Financial Advisor Marketing Playbook, we’ll share how any financial advisor can get easily published in well-known media outlets without spending a dime. 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...
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AI for Financial Advisors: Tools & Strategies for Growth
Financial Advisor Marketing Playbook
Supercharge your financial advisory practice with AI! Join Mark Mersman (USA Financial) and Craig Kirkpatrick (Optimal AdvisorAI) in this episode of Financial Advisor Marketing Playbook as they explore how to use AI compliantly to save time, improve client connections, and drive growth in their practice. Learn practical AI applications and get expert advice on getting started. 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...
info_outlineIn this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as a trusted contact— financial advisors can strengthen multi-generational relationships, reduce future asset attrition, and position themselves as a family’s long-term financial resource. Learn how to proactively educate clients and reach out to trusted contacts in a compliant yet relationship-building way. It’s important to communicate wealth values to the next generation and help clients engage adult children in financial planning. If you're looking for creative marketing ideas, tools to enhance client retention, and ways to future-proof your practice, this episode is a must-watch.
#legacyplanning #familywealthpodcast #intergenerationalwealth
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.
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