Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization
Release Date: 03/01/2019
Ep. 22 Matthew Halloran: On Financial Advisor Podcasting
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing.
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Ep. 21 Coach Micheal Burt: On Follow Up, Structure, and Activation of Prey Drive
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professionals, business owners, and those interested in rapid growth the five areas to get significant life in their business.
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Ep. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practice
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the right mortgage professional relationship can be mutually beneficial to wealth management and financial planning professionals.
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Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator Pitches
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. They dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing.
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Ep. 18 - Dennis Mosley Williams: On the Experience Economy and Serious Shift
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews Dennis Moseley-Williams. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships, creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities.
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Ep. 17 – William Chettle: On Brand, Experience, Persuasion, and the Little Things
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews William Chettle, the Director of Experience and Engagement for Symmetry Partners. William oversees the firm’s marketing and communications to build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. This episode is all about branding, development, persuasion, and the little things.
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Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.
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Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand
16 Ways From Sunday
In this episode, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol. Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers.
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Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category Leadership
16 Ways From Sunday
In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community.
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Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
16 Ways From Sunday
In this episode, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a strategic legal partnership all under one roof. They discuss acquisition, transition, and their commitment to the ultimate client experience.
info_outlineIn this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan’s approach to a fit process, gaining client advocacy, and systemization.