Working with Financial Advisors to Grow Your Practice with Mark Mersman

Show Summary

The relationship you have with your financial advisor is key, and important for your business’ growth. Mark Mersman is here to tell us specifically how accountants and bookkeepers can build those mutually productive relationships, on this episode of the Grow My Accounting Practice Podcast.

Our Guest

Mark Mersman is the chief marketing officer at USA Financial. He joined the firm in 2004 and has had numerous roles within the company before his current position. He entered the world of finance by launching his own firm at the age of 22, a planning firm committed to helping educators further understand their pensions and retirement planning and investment options.

Mark was the co-host of the long running, nationally syndicated USA Financial Radio Show. In addition to helping clients and advisors to plan first and invest second, he is responsible for the creation and development of the firms marketing initiatives. He has written numerous educational seminars on a wide-ranging list of financial topics, and serves as a business-building consultant to financial advisors across the country.

Mark has been published in numerous industry publications, including InvestmentNews, The Wall Street Journal, Barrons, Financial Advisor magazine, WealthManagement.com, and Investopedia, in addition to being featured as a guest blogger for the National Christian Foundation. He also served on an advisory board to one of the largest insurance companies in the world.

Show Links

Corporate Partners

  • Nextiva – VOIP phone providers for small businesses.
  • Poplar Financial  Poplar Financial is celebrating 10 years of helping business owners learn how to stop pushing paper and start prioritizing people by automating routine HR tasks.
  • SixthDivison– SixthDivision helps entrepreneurs automate their business to more easily grown revenue, save time, and create predictable results.

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