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Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
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AI is reshaping every industry, and financial advice isn’t immune. Are you prepared? In this episode of The Financial Advisor Marketing Playbook, Mark Mersman unpacks a recent Microsoft study ranking personal financial advisors among the occupations most at risk of AI disruption—and explains why some advisors should be worried. More importantly, he outlines five practical strategies to stay relevant and thrive in the age of AI: doubling down on relationships, positioning yourself as a trusted guide, embracing holistic planning, staying tech-savvy, and deepening your niche expertise. Discover how to combine human connection with technology to build an unshakable practice in an AI-driven world. Whether you're a solo advisor, part of an RIA, or work at a larger firm, this episode gives you the roadmap to not just survive the AI revolution—but profit from it.
The Advocacy Blueprint: It All Starts with The First 30 Days
In this episode of The Rare Advisor, Aaron Grady reveals how to transform the first four weeks of a client relationship into a powerful engine for client advocacy—without ever having to ask for referrals. Learn how to create emotional connection, professional contrast, and a first-class onboarding experience that turns new clients into raving fans. Aaron breaks down a simple, four-step process—thank you card, welcome packet, personalized gift, and a care meeting—to help financial advisors stay top of mind, build trust, and intentionally trigger word-of-mouth introductions. If you're ready to elevate your client experience and grow your financial advisory practice through advocacy by design, check out this episode.
Your Business Map: Growth, Expansion, Legacy
In this episode of The Rare Advisor, Aaron Grady is joined once again by Steve Phillips, Chief Practice Management Officer at USA Financial, for an insightful conversation about the three phases of an advisory practice: growth, expansion, and legacy. Discover how to identify where your financial advisory business stands today—and why understanding your current phase is just as important as knowing where you're headed. Whether you’re an independent financial advisor scaling your team, planning a succession strategy, or navigating the evolution of your firm, this episode offers actionable insights to increase enterprise value, improve team retention, and build a lasting legacy. Perfect for financial advisors seeking clarity on business growth, practice management, succession planning, and future planning.