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Nov 16, 2018

In this episode of 16 Ways from Sunday, Mark Mersman is interviewed by Matt Eilers as a part of his highly successful podcast titled Advisor Elevation.  The discussion is focused on the ins and outs of marketing a financial practice and how to evaluate different marketing activities. From referrals and personal...


Nov 1, 2018

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also...