16 Ways from Sunday
26 episodes - English - Latest episode: almost 4 years ago - ★★★★★ - 19 ratings16 Ways From Sunday is a podcast for high-performing financial planning professionals that are committed to improving their craft. Hosted by blogger, marketer, nationally syndicated radio show host and consultant Mark Mersman, this podcast takes a rifle-approach with a focus on financial advisor marketing and business building. Each episode provides actionable marketing ideas and insights, typically delivered through candid interviews with some of the top thought leaders in marketing and/or the financial advice industry. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice.
Mark Mersman is committed to exploring the world of marketing from every angle, or as he once put it “16 Ways from Sunday,” proving that you don’t have to be entirely right to accurately get your message across. He’s been featured in Barron’s, The Wall Street Journal, Fox Business, WealthManagement.com, Investopedia, and a number of other industry publications, including being a regular contributor to Investment News and Financial Planning magazine.
Hosted By: Mark Mersman – Marketing & Business Building Consultant / Blogger / Nationally Syndicated Radio Show Host
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Episodes
Ep. 22 Matthew Halloran: On Financial Advisor Podcasting
June 30, 2020 15:45 - 39 minutes - 54.7 MBIn 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.
Ep. 21 Coach Micheal Burt: On Follow Up, Structure, and Activation of Prey Drive
April 24, 2020 13:50 - 43 minutes - 60.2 MBIn 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.
Ep. 21 Coach Michael Burt: On Follow Up, Structure, and Activation of Prey Drive
April 24, 2020 13:50 - 43 minutes - 60.2 MBIn this episode of 16 Ways from Sunday, Mark Mersman interviews Michael Burt, aka Coach Burt, Founder of Michael 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.
Ep. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practice
April 01, 2020 19:23 - 52 minutes - 71.7 MBIn 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.
Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator Pitches
February 07, 2020 14:43 - 46 minutes - 63.3 MBIn 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.
Ep. 18 - Dennis Mosley Williams: On the Experience Economy and Serious Shift
November 19, 2019 13:00 - 1 hour - 93.1 MBIn 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? ...
Ep. 17 – William Chettle: On Brand, Experience, Persuasion, and the Little Things
September 16, 2019 20:37 - 1 hour - 87.3 MBIn 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.
Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act
August 16, 2019 13:14 - 46 minutes - 64 MBIn 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.
Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand
July 16, 2019 15:11 - 1 hour - 85.6 MBIn 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 relatio...
Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category Leadership
May 22, 2019 20:47 - 50 minutes - 69.7 MBIn 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.
Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
April 04, 2019 18:14 - 1 hour - 131 MBIn 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 ultim...
Ep. 12 - Mark Mersman & Andrea McGrew: On the Financial Gap - What it Means to be UnNiched
March 15, 2019 16:00 - 1 hour - 129 MBIn 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. Their discussion centers around the Financial Wellness Gap facing women. Andrea is the host of Un Niched, a podcast and initiative focused on dismantling the notion women are a small, specialized segment of the population. She is building a community that raises awareness and fosters dialogue about some of the biggest challenges facing women, both in ...
Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization
March 01, 2019 05:01 - 59 minutes - 82.4 MBIn 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 has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan’s approach to a fit process, gaining client advocacy, and systemization.
Ep. 10 - In the Line of Fire: A Thank You to Officer Koenig and All Service Men and Women
February 01, 2019 05:01 - 17 minutes - 23.7 MBThis 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 all of the service men and women out there who put their lives on the line every day for the rest of us to enjoy the things we hold near and dear. This episode isn’t about financial advisor marketing; it’s about something far more important.
Ep. 10 - In the Line of Fire: A Thank You to Officer Koenig and All Service Men and Women
February 01, 2019 05:01 - 17 minutes - 23.7 MBThis 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 all of the service men and women out there who put their lives on the line every day for the rest of us to enjoy the things we hold near and dear. This episode isn’t about financial advisor marketing; it’s about something far more important.
Ep. 09 – Mark Mersman: On the Biggest Myths and Best Practices of Seminar Marketing – 2018 Statistics in Review
January 16, 2019 16:00 - 1 hour - 89.3 MBIn 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 Fill-The-Room seminar system. Offer a meal? What topic to present? It’s all covered in this episode.
Ep. 08 – Brittney Castro: On Social Media, Brand-Building, and Marketing Madness for Financial Advisors
January 04, 2019 02:18 - 1 hour - 84.4 MBIn 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 financial planning. From workshops to social media, Brittney discusses the factors that have launched her practice to new heights.
Ep. 07 - Tucker Max: On Authorship, Credibility, Marketing, Authenticity, and Hilarity
December 16, 2018 05:00 - 1 hour - 93.7 MBTucker 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 differently about credibility and positioning. The Scribe Media process is discussed in detail as Tucker shares his story about how a personal challenge suddenly landed him with a new-found career and company.
Ep. 07 - Tucker Max: On Authorship, Credibility, Marketing, Authenticity, and Hilarity
December 16, 2018 05:00 - 1 hour - 93.7 MBTucker 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 differently about credibility and positioning. The Scribe Media process is discussed in detail as Tucker shares his story about how a personal challenge suddenly landed him with a new-found career and company.
Ep. 06 - Vonda Van Til: Insights for Advisors from Inside the Social Security Administration
December 01, 2018 11:00 - 56 minutes - 78.3 MBIn this episode of 16 Ways from Sunday, Vonda Van Til discusses thoughts and ideas on how 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 utilize the administration as a resource within their practice and how to answer some of the tougher questions advisors receive related to Social Security. If retirement income planning is a part of your business, this is a ...
Ep. 06 - Vonda Van Til: Insights for Advisors from Inside the Social Security Administration
December 01, 2018 11:00 - 56 minutes - 78.3 MBIn this episode of 16 Ways from Sunday, Vonda Van Til discusses thoughts and ideas on how 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 utilize the administration as a resource within their practice and how to answer some of the tougher questions advisors receive related to Social Security. If retirement income planning is a part of your business, this is a ...
Ep. 05 - Mark Mersman & Matt Eilers: On Financial Advisor Marketing Best Practices
November 16, 2018 13:43 - 1 hour - 134 MBIn 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 introductions to podcasts and seminars, this episode is full of great content.
Ep. 04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice
November 01, 2018 19:00 - 53 minutes - 73.1 MBIn 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 discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn’t currently being leveraged.
Ep. 03 – Brian Hart: On Turning Press into Profits: Simplifying Public Relations for Financial Advisors
October 25, 2018 14:40 - 1 hour - 104 MBIn 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 PR strategy and how to track ROI on your PR efforts.
Ep. 02 – Mike Lover: On the Importance of Process and Elevating the Client Experience
October 11, 2018 21:18 - 1 hour - 98 MBIn 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 acquired by industry juggernaut E*Trade. He also discusses one major change he thinks may take place in the financial services industry (and what advisors can do to position t...
Ep. 01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Financial Advisors
October 11, 2018 20:09 - 43 minutes - 61.1 MBSuccessful 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 process his firm has utilized for over 30 years to build every aspect of their business, including insurance and securities brokerage, multiple assets under management plat...