16 Ways from Sunday

16 Ways from Sunday

16waysfromsunday.com
Exploring Financial Advisor Marketing From Every Angle
13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
Apr 4 • 95 min
In this episode, 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…
12 - Mark Mersman & Andrea McGrew: On the Financial Gap - What it Means to be UnNiched
Mar 15 • 94 min
In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO and CLO of USA Financial centered around the Financial Wellness Gap facing women. Andrea hosts UnNiched, a podcast focused on dismantling…
11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization
Mar 1 • 59 min
In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He…
10 - In the Line of Fire: A Thank You to Officer Koenig and All Service Men and Women
Feb 1 • 17 min
This episode of 16 Ways from Sunday features a very different discussion; it’s a thank you to family friend and police officer Jeff Koenig, who was involved in a tragic shooting during a traffic stop in Saginaw Township, Michigan. It’s also a thank you to…
09 – Mark Mersman: On the Biggest Myths and Best Practices of Seminar Marketing – 2018 Statistics in Review
Jan 16 • 65 min
In this episode of 16 Ways from Sunday, Mark Mersman discusses the 5 biggest myths surrounding financial advisor seminar marketing. He highlights some of the best practices and shares some of the most eye-popping statistics that came from USA Financial’s…
08 – Brittney Castro: On Social Media, Brand-Building, and Marketing Madness for Financial Advisors
Jan 3 • 61 min
In this episode, Brittney Castro talks about the transformations that took place over the course of a decade in her practice. She highlights some of the biggest bending points, including a focus on women, and the shift from commission based to fee-only…
07 - Tucker Max: On Authorship, Credibility, Marketing, Authenticity, and Hilarity
Dec 16, 2018 • 68 min
Tucker Max has gone from Bestselling author and king of the single-life to father, husband, and CEO of highly successful start-up Scribe Media. This episode of 16 Ways from Sunday details that transition and highlights how financial advisors should think…
06 - Vonda Van Til: Insights for Advisors from Inside the Social Security Administration
Dec 1, 2018 • 56 min
In this episode of 16 Ways from Sunday, Vonda Van Til discusses ways that advisors can leverage Social Security within their financial planning practice. As a Public Affairs Specialist with the Social Security Administration, Vonda shares how advisors can…
05 - Mark Mersman & Matt Eilers: On Financial Advisor Marketing Best Practices
Nov 16, 2018 • 97 min
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…
04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice
Nov 1, 2018 • 53 min
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…
03 – Brian Hart: On Turning Press into Profits: Simplifying Public Relations for Financial Advisors
Oct 25, 2018 • 75 min
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…
02 – Mike Lover: On the Importance of Process and Elevating the Client Experience
Oct 11, 2018 • 71 min
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…
01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Financial Advisors
Oct 11, 2018 • 43 min
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…