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    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
    Key Considerations When Changing Firms to Facilitate Succession Plans
    Acquisition + Succession

    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
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    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.
    The Enemy of High Performing Advisors: Product, Price, and Performance
    Practice Management

    The Enemy of High Performing Advisors: Product, Price, and Performance

    I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement