Leadership & Team
Mark
Mersman
Chief Marketing Officer
Contact Information
Recent Posts
The Enemy of High Performing Advisors: Product, Price, and Performance
I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement
Succession Planning for Financial Advisors: Is Your Firm’s Future Being Ignored?
As a financial advisor, you’re the master of helping clients prepare for every milestone – retirement, inheritance, selling a business, etc. But when it comes to your own future, how much time have you spent preparing for what’s next?
8 Tips on Direct Mail Marketing for Financial Advisors
While marketing consultants are quick to turn to digital marketing because marketing tactics have evolved significantly, ignoring the more traditional and tangible tactics – like direct mail – may prove to be a missed opportunity.