The Advisor Advancement Podcast Network

Un-Niched Ep. 04 - The Financial Wellness Gap with Mark Mersman


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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 Andrea 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.

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The Advisor Advancement Podcast NetworkBy USA Financial

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