698: Sales and Marketing Funnels: Build Trust and Credibility with Mark Mersman

Mark Mersman is the chief marketing officer at USA Financial. Prior to joining the firm in 2004, he entered the world of financial planning by launching his own firm at the age of 22.

He was the host of a nationally syndicated radio show for 6 years and now focuses much of his time on developing outbound and inbound marketing systems for independent financial professionals. He is the author of a wide range of content from marketing to investment management that have been published in industry publications like the Wall Street Journal, Barrons, Financial Advisor Magazine and Investopedia. Mark is also the host of a podcast about marketing for financial advisors titled “16 Ways From Sunday.”


Filed in: Archive 3: 2018-2020InterviewPodcast

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