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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
    Recent Posts
    Behavioral Finance, Simplified: 5 Biases Advisors Must Use in Their Marketing
    Marketing

    Behavioral Finance, Simplified: 5 Biases Advisors Must Use in Their Marketing

    In this episode of Financial Advisor’s Marketing Playbook, host Mark Mersman breaks down five core behavioral biases—loss aversion, status quo bias, anchoring, choice overload, and social proof—and shows how each can be translated into clear, compliant marketing messages that resonate with real human decision-making. You’ll learn how to reduce cognitive load, make emotion visible, eliminate friction, and set deliberate anchors in your website copy, emails, seminars, and first meetings. If you want your marketing to reflect how clients actually think and choose advisors, this practical framework will help you shift from a purely logical approach to one that validates emotions first—and earns trust that clients can later justify with facts.
    Independent Broker-Dealer Solutions that Drive Advisor Growth
    Practice Management

    Independent Broker-Dealer Solutions that Drive Advisor Growth

    In today's competitive environment, you don't have time for anything less than complete solutions. Your clients expect excellence, and you deserve support partners who share that commitment.
    The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs
    Marketing

    The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs

    In this episode of Financial Advisor Marketing Playbook, Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin story to build trust, your client transformation story to demonstrate results and empathy, and your philosophy story to define your beliefs and differentiate your brand. Discover practical tips for crafting these narratives and integrating them into your website, meetings, and marketing strategy.