Mark Mersman with his views on marketing your advice firm

In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms. Mark is the Chief Marketing Officer at USA Financial and he offers his knowledge on topics such as:

  • Using existing clients as a marketing tool
  • Why having an online presence is important
  • How naming everything your business offers can be advantageous
  • Developing and using your niche (or nitch)

They also take a look at some good and bad examples from firms that Mark has seen over the years.


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