Mark Mersman

Displaying 2 results
PRACTICE MANAGEMENT MAY 14, 2018
Video marketing: The 21st century version of judging a book by its cover

Videos can provide key details about a financial adviser in an easy–to–consume format that many potential clients prefer.

REGULATION AND LEGISLATION JUN 08, 2017
DOL fiduciary rule: What's wrong with the financial advice industry?

The concept of the rule has divided our industry in ways no one could have predicted.