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 direct-res ...
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USA Financial Radio is all about the American consumer in retirement, or with retirement on their mind. This nationally syndicated show is committed to providing a fun and educational approach to important financial topics facing retirees or the soon-to-be retiree. While occasionally a bit comical, the information shared is designed to "cut-to-the-chase" and be "meaningfully relevant" to those with wealth to build, and wealth to protect.
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Enhance Your Client Experience and Grow Your Practice with This Simple Tool
8:43
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8:43How 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…
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Client Event Marketing Secrets: How This Financial Advisor Builds Relationships
1:11:28
1:11:28
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1:11:28Want 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 …
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Market Volatility Conversations: What Your Clients Need to Hear
49:03
49:03
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49:03In 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 advi…
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How AI is Transforming Advisor-Client Relationships and Document Security
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50:22
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50:22Join 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 se…
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How to Leverage PR as a Financial Advisor: Turn Articles into Clients
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9:10So, 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 committ…
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How Financial Advisors Can Get Free PR & Boost Credibility
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10:34Are 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 h…
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AI for Financial Advisors: Tools & Strategies for Growth
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54:12Supercharge 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 expe…
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Ep 10: Why Experience Matters with Dennis Moseley-Williams
1:14:11
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1:14:11By Matt Eilers
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Ep 09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge
1:41:45
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1:41:45In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial plan…
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09/28/2019 Part 1 - The humble, and not so humble beginnings of diversification
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11:0009/28/2019 Part 1 - The humble, and not so humble beginnings of diversification by USA Financial RadioBy USA Financial Radio
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09/28/2019 Part 2 - Taking a walk with Diversification through the years
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11:4109/28/2019 Part 2 - Taking a walk with Diversification through the years by USA Financial RadioBy USA Financial Radio
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09/28/2019 Part 3 - What might encourage you to look for a different advisor?
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11:4109/28/2019 Part 3 - What might encourage you to look for a different advisor? by USA Financial RadioBy USA Financial Radio
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09/28/2019 Part 4 - Looking at Diversification through an alternative lens
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11:5009/28/2019 Part 4 - Looking at Diversification through an alternative lens by USA Financial RadioBy USA Financial Radio
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09/21/2019 Part 1 - Taking the first step towards the Retirement Planning path
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11:0009/21/2019 Part 1 - Taking the first step towards the Retirement Planning path by USA Financial RadioBy USA Financial Radio
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09/21/2019 Part 2 - Looking at risk tolerance vs risk appetite
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11:4109/21/2019 Part 2 - Looking at risk tolerance vs risk appetite by USA Financial RadioBy USA Financial Radio
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09/21/2019 Part 3 - Your Retirement Plan's Foundation
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11:4109/21/2019 Part 3 - Your Retirement Plan's Foundation by USA Financial RadioBy USA Financial Radio
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09/21/2019 Part 4 - We Flat out Love Retirement Planning
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11:5009/21/2019 Part 4 - We Flat out Love Retirement Planning by USA Financial RadioBy USA Financial Radio
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09/14/2019 Part 1 - Why you might need life insurance inside your portfolio
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11:0009/14/2019 Part 1 - Why you might need life insurance inside your portfolio by USA Financial RadioBy USA Financial Radio
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09/14/2019 Part 2 - Which Type of Life Insurance should you choose?
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11:4109/14/2019 Part 2 - Which Type of Life Insurance should you choose? by USA Financial RadioBy USA Financial Radio
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09/14/2019 Part 3 - Sifting policy facts out of sales pitches
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11:0009/14/2019 Part 3 - Sifting policy facts out of sales pitches by USA Financial RadioBy USA Financial Radio
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09/14/2019 Part 4 - What to look for in a Life Insurance Audit
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09/07/2019 Part 1 - Let's sit down and dig in to Long Term Care
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11:0009/07/2019 Part 1 - Let's sit down and dig in to Long Term Care by USA Financial RadioBy USA Financial Radio
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09/07/2019 Part 2 - Types of Retirees who might need Long Term Care
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09/07/2019 Part 3 - LTC Insurance's up's and down's
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11:4109/07/2019 Part 3 - LTC Insurance's up's and down's by USA Financial RadioBy USA Financial Radio
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Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder
57:57
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57:57In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about Geor…
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Ep 07: Building a Life By Design, Not By Default with Chris Yonker
1:17:29
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1:17:29In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be ha…
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Ep 06: Best Practices for a Better First Appointment
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46:32In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appo…
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Ep 05: The Best Strategies to Market a Financial Practice with Mark Mersman
1:39:19
1:39:19
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1:39:19In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and wo…
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Ep 04: Client Segmentation - What it is, What it isn't, and Why you'll need it
1:01:35
1:01:35
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1:01:35In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!…
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Ep 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
1:06:20
1:06:20
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1:06:20In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so …
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Ep 02: The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!
1:15:11
1:15:11
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1:15:11Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar! If you are involved in seminar marketing, this is a MUST-LISTEN episode!…
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Ep 01: 25 Ideas for You to Elevate Your Client Experience
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52:36In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the su…
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