In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing. This episode is all about podcasting for financial advisors. Matt shares tips, tricks, and best practices to consider if you’re a financial professional who is looking to add podcasting to your marketing mix.
Jun 30, 2020
39 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professionals, business owners, and those interested in rapid growth the five areas to get significant life in their business.
Apr 24, 2020
43 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the right mortgage professional relationship can be mutually beneficial to wealth management and financial planning professionals.
Apr 1, 2020
52 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. They dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing.
Feb 7, 2020
46 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Dennis Moseley-Williams. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. This episode is all about building the experience within your practice. Are you ready to shift from service to experience? If so, this is the episode for you.
Nov 19, 2019
1 hr 7 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews William Chettle, the Director of Experience and Engagement for Symmetry Partners. William oversees the firm’s marketing and communications to build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. This episode is all about branding, development, persuasion, and the little things.
Sep 16, 2019
1 hr 3 min
In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.
Aug 16, 2019
46 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol. Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers. This episode is all about business refinement. Steve shares how to get out of the rat race of the ever-increasing budget to generate new relationships and convince new people and focus on how to teach the already convinced to convince others on your behalf.
Jul 16, 2019
1 hr 2 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community. In this episode, Sangram shares a very basic, yet profound formula for what it takes to become a category leader.
May 22, 2019
50 min
In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a strategic legal partnership all under one roof. They discuss acquisition, transition, and their commitment to the ultimate client experience.
Apr 4, 2019
1 hr 35 min
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