Leadership & Team
Mark
Mersman
Chief Marketing Officer

Contact Information
Recent Posts

Growing Your RIA: Practical Tips to Scale Your Firm
Ever feel like you’re a small fish in a big pond? Starting and growing an RIA can feel like being a small fish in a big ocean. In an industry where giants seem to cast long shadows, smaller registered investment advisory firms often find themselves swimming upstream.

Key Considerations When Changing Firms to Facilitate Succession Plans
There’s not a one-size-fits-all solution to advisors considering their succession plan. Regardless of age, advisors would benefit from starting with the end in mind. What is the ideal scenario for you?

The T.R.I.C.K. to Video Marketing
We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisors leverage. In fact, most advisors are marketing their “book” (themselves) without a cover.