Chain-of-Secrets Conference

July 15, 2025
To: Affiliated USA Financial Advisor Offices
Fr: Mark Mersman, Chief Marketing Officer | USA Financial

Dear affiliated advisory firms,

On behalf of the entire team here at USA Financial, I’m thrilled to formally invite you to our fall 2025 Chain-of-Secrets event. We are looking forward to seeing many of you in Grand Rapids this October.

We are making some subtle changes to this year’s event in an effort to deliver some new experiences for everybody involved.

We'll be starting the event on Wednesday, October 1, at 1:00 PM. This afternoon session will include some open conversation about building the ideal practice (with hindsight being 20/20) AND will provide an opportunity for some of our sponsors to give a brief introduction to who they are and the role they play in the industry serving financial advisors.

We're currently finalizing a few of the speakers, but I can share that we'll be joined by Frank Maselli, a well-known industry speaker on the topic of event marketing. We'll also be covering some new things available on the investment management side of things and in the marketing world.

Last, but not least, we will also be hosting specific sessions for some of the key support folks from your teams. This will continue our efforts to support and foster the Key Support Community.

We’re finalizing arrangements with some of the speakers and strategic partners at that moment – once we do so, we’ll be releasing a more detailed agenda. Our goal is to have that available by the end of July.

However, the first step is for you to formally register. Please take a minute to do so utilizing the links on the page.

We’re looking forward to seeing many of you this fall. Should you have any questions, please do not hesitate to reach out to me or your Business Development Consultant.

Warm Regards,

Mark R. Mersman