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Oct 25, 2018

In this episode of 16 Ways from Sunday, Mark Mersman interviews Brian Hart, Founder and President of Flackable, a PR agency for financial advisors. Brian discusses the difference between paid media, owned media, and earned media, along with how to leverage earned media. He touches on the value of Twitter in your...


Oct 11, 2018

In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being...


Oct 11, 2018

Successful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing.

In this episode, Mark Mersman walks listeners through the 8 steps of the sales and marketing funnel followed by high-performing financial advisors. It is the same...