<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    Leadership & Team

    Mark
    Mersman

    Chief Marketing Officer

    Mark Mersman is the Chief Marketing Officer at USA Financial, joining the firm in 2004. He has held numerous roles within the company prior to his current position, where he leads the marketing team and works with the business development team introducing new advisors to USA Financial.

    Shortly after college he began his own practice as an Independent Advisor, which is ultimately how he stumbled upon USA Financial. Mark was the co-host of the nationally syndicated USA Financial Radio Show for seven years. In addition to meeting new advisors and learning about their practices, one of his most enjoyable roles within the firm is putting financial education presentations together and helping develop financial advisor marketing systems.

    Mark has been published/interviewed in numerous industry publications, including Investment News, The Wall Street Journal, Barron’s, Financial Advisor magazine, WealthManagement.com, and Investopedia. He also served on an advisory board to one of the largest insurance companies in the world.

    Mark graduated from Michigan State University and is a true Spartan sports fan. When he’s not in the office, he stays active playing basketball, softball, golf, and coaching his girls’ various sports teams. He and his wife, Emily, enjoy traveling and chasing their three girls around (Charleigh, Morgan, and Mila). He enjoys the role of “girl dad,” and the family spends as much time as they can on the lake in a boat and being outdoors with their two dogs.
    Mark Mersman | USA Financial
    Contact Information
    (888) 444-0125 ext. 418
    Recent Posts
    How Financial Advisors Can Build Trust and Keep Clients
    Marketing

    How Financial Advisors Can Build Trust and Keep Clients

    In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll discover four things your best clients likely believe—and why most clients leave not because of poor advice, but because of surprises or unclear expectations. Learn how to “future pace” your client relationships, clearly define your value, and proactively guide clients through life’s financial changes. If you're looking to grow your financial advisory practice and build long-lasting relationships, this video is a must-watch.
    Enhance Your Client Experience and Grow Your Practice with This Simple Tool
    Marketing

    Enhance Your Client Experience and Grow Your Practice with This Simple Tool

    In this episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you.
    Client Event Marketing Secrets: How This Financial Advisor Builds Relationships
    Marketing

    Client Event Marketing Secrets: How This Financial Advisor Builds Relationships

    In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Jeff Bush, founder of WellSpring Financial, to uncover the secrets of successful client event marketing. Jeff shares real-world examples of events that have worked wonders for his firm, and reveals how you can use events to build stronger client relationships and grow your business. Don't just host an event – create an experience!