HeyJaredFinancial Advisor Marketing Playbook
The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 10, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 21, 2026
Latest episodes
The Invisible Expertise Problem Most Financial Advisors Face (opens the original)
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What happens when a great financial advisor remains virtually invisible outside their current client base? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with Gabe McManus of Influential Advisor Media to discuss how advisors can transform expertise into influence through books, storytelling, podcast guest appearances, and authority-building content. They explore the role of authentic communication, AI, podcast marketing, personal branding, and the strategies
The Marketing Trap Keeping Many Financial Advisors From Growing (opens the original)
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Most financial advisors are not struggling because they chose the wrong marketing tactics. They are struggling because they are trying to do too many things at once. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman explores the Four Burner Theory and shows how advisors can apply it to marketing, practice management, and business growth. Learn how to prioritize positioning, visibility, conversion, and client experience so you can focus your time, energy, and resources wh
Why Great Financial Advisors Manage Expectations Before They Manage Portfolios (opens the original)
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What if one of the most important promises a financial advisor could make is that they'll eventually lose a client money? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with Josh Kneller of Atlas Capital Management to discuss investor behavior, managing expectations, market volatility, and advisor communication. Josh shares why advisors should stop chasing performance, start preparing clients for inevitable downturns, and focus on becoming a trusted opportun
What Financial Advisors Can Learn From Disney About Creating Memorable Client Experiences (opens the original)
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What can financial advisors learn from Disney? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with former Disney leader and customer experience expert Vance Morris to discuss how advisors can create memorable client experiences that drive loyalty, referrals, and retention. From Disney's obsession with detail and service recovery to creating anticipation, reducing friction, and building emotional connections, Vance shares practical strategies advisors can imp
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