In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advisor mistakes. Kevin shares strategies for proactive communication, emphasizing the importance of focusing on clients' income and long-term plans rather than short-term market reactions. We’ll also explore how to manage client emotions, set realistic expectations, and effectively communicate the value of risk management strategies during uncertain times.

The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice.

Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial

For more of the Financial Advisor Marketing Playbook:
https://www.usafinancial.com/insights/financial-advisor-marketing-playbook

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial

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#usafinancial #advisoradvancement #financialadvisormarketingplaybook

Join Mark Mersman as he sits down with Kristian Borghesan, CMO of Future Vault, to discuss the evolution of the modern financial advisor and the challenges Future Vault helps solve in the wealth management industry. Kristian shares insights into Future Vault's AI-powered digital vault technology, designed to streamline document handling, enhance security, and improve client-advisor collaboration. Discover the concept of "Advisor 3.0," the importance of offering comprehensive services beyond investments, and how tools like Future Vault can strengthen client relationships, facilitate wealth transfer to the next generation, and ultimately enhance the value advisors provide.

The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice.

Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial

For more of the Financial Advisor Marketing Playbook:
https://www.usafinancial.com/insights/financial-advisor-marketing-playbook

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial

Powered by USA Financial
#usafinancial #advisoradvancement #financialadvisormarketingplaybook

So, you got published in a newspaper, magazine, or some other publication. Now what? In this episode of Financial Advisor Marketing Playbook, I’ll share 8 easy steps you can take to leverage your newly found fame.

The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice.

Consider subscribing for continued insights from USA Financial:
https://www.youtube.com/@USA-Financial

For more of the Financial Advisor Marketing Playbook:
https://www.usafinancial.com/insights/financial-advisor-marketing-playbook

Contact us:
Phone (888) 444-0125
https://www.usafinancial.com/
https://www.facebook.com/usafinancial/
https://www.linkedin.com/company/usafinancial

Powered by USA Financial
#usafinancial #advisoradvancement #financialadvisormarketingplaybook