Ep. 04 – The Financial Wellness Gap with Mark Mersman

In this episode of UnNiched, Andrea McGrew explores the bold statement that our industry, the financial services industry, has failed women investors. Instead of viewing us a resource of investing knowledge and confidence, many shy away because they don’t feel confident in their knowledge. Discussing this with her is Mark Mersman, Chief Marketing Officer at USA Financial and head of the Financial Wellness Initiative. Mark offers insight in to how women have a gap in financial education and how our industry can help combat that gap. We have a responsibility to create new and more effective ways to reach our female clientele.

 

Show Notes & References

Contact Information:

Website: www.16waysfromsunday.com

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Biography:

Mark Mersman is the chief marketing officer at USA Financial. He joined the firm in 2004 and has had numerous roles within the company before his current position. He entered the world of finance by launching his own firm at the age of 22, a planning firm committed to helping educators further understand their pensions and retirement planning and investment options.

Mark is one of the co-hosts of the nationally syndicated USA Financial Radio Show. In addition to helping clients and advisors to plan first and invest second, he is responsible for the creation and development of the firm’s marketing initiatives. He has written numerous educational seminars on a wide-ranging list of financial topics, and serves as a business-building consultant to financial advisors across the country.

Mark has been published in numerous industry publications, including InvestmentNews, The Wall Street Journal, Barron’s, Financial Advisor magazine, WealthManagement.com, and Investopedia, in addition to being featured as a guest blogger for the National Christian Foundation. 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 die-hard sports fan. When he’s not in the office, Mark stays active playing basketball, softball, and golf. He is married to his wife, Emily. Together they have two girls, Charleigh and Morgan. They enjoy spending time on the lake and being outdoors with their two dogs.

Mark R. Mersman is an investment advisor representative of, and securities are offered through, USA Financial Securities Corp., member FINRA/SIPC, a Registered Investment Advisor.