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The Advisor Advancement Podcast Network

Mar 15, 2019

In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO and CLO of USA Financial. Their discussion centers around the Financial Wellness Gap facing women. Andrea is the host of Un Niched, a podcast and initiative focused on dismantling the notion women are a...


Mar 8, 2019

In this episode of UnNiched, Andrea McGrew interviews financial adviser, Maddie Parker. Maddie talks about her transition from high school math teacher to financial adviser, transforming a long-standing practice into a modern business, and dealing with harassment and discrimination both as a teacher and a...


Mar 1, 2019

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...


Mar 1, 2019

In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough...