1 Recent Posts The Integration of a Tax Practice and Insurance Agency with Wealth Management By Mark Mersman The Financial Wellness Gap – What it Means to be UnNiched By Mark Mersman Personal Introductions, Fit Process, and Systemization By Mark Mersman The Distribution Problem Part 3 – An Alternative Solution By Matt Eilers Official launch of 16 Ways from Sunday podcast : Exploring Financial Advisor Marketing From Every Angle By Mark Mersman FMG Suite acquires Peter Montoya’s MarketingLibrary & MarketingPro, Platinum Advisor Strategies: The Good, the Bad, and the Ugly. By Mark Mersman The three questions you must answer for prospective clients (and the two questions to answer to keep them as clients) By Mark Mersman Featured Content From Their Individual Blogs Mike Walters Moving a Few Miles can be as Difficult as Going Cross-Country… How Advisors Get Left Behind (hint: it’s only by choice) The Conundrum of Socially Responsible Investing USA Financial Trending Report – Second Quarter 2018 Are you an Entrepreneur (or are you Self-Employed)? Mark Mersman 6 ways to leverage tax reform in your marketing strategy DOL Fiduciary Rule Enforcement: How Massachusetts May Have Provided the Spark for a Massive Fire Forming Marketing Alliances How to target employees of companies going out of business or offering early pension buyouts. What’s Wrong with the Financial Advice Industry Matt Eilers The Distribution Problem Part 3 – An Alternative Solution Not All Guarantees Are Created Equal The Distribution Problem Part 2 – Sequence of (future) Returns Growing Client Base? Time to Segment… Here’s How The Distribution Problem Part 1 – Clarifying the Unique Challenge of the Descent Eric Gritter No posts yet.