Month: May 2025
Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)

Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)

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Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy.

In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Founder and Managing Director at Advisors360 LLC, about his journey in blending real estate expertise with financial planning to create a client-focused legacy. They discuss Mark’s unique approach to integrating personal values and long-term vision into his practice while training the next generation of advisors.

Mark discusses:

  • Building trust and connection with clients by crafting a compelling founder story
  • The role of real estate as a significant asset in shaping financial strategies
  • The importance of planning for legacy and training the next generation of advisors
  • How focusing on growth-oriented planning reshaped his independent practice and helped his mindset to scale
  • The impact of joining Advisor Mentorship Program to his business
  • The value of using workshops and a podcast to connect with and educate clients
  • And more!

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About Our Guest:

Mark Taylan has a 22+ year track record of guiding clients through some of the most challenging financial markets. His extensive experience with traditional Wall Street firms, big banks, and independent brokerage firms has been instrumental in identifying the best solutions for his clients. Through this journey, he has learned that no single investment firm or strategy is consistently superior to the others. Over his many years as a financial advisor, Mark has faced real-life challenges, including helping clients transition through different phases of their lives, navigating personal tragedies, and celebrating achievements. He considers it a privilege to have walked alongside many clients to the end of their lives and to continue their legacies with their loved ones.

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Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

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Financial advice isn’t just about the numbers. It’s about understanding the people behind them.

In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT™, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships with clients, improve decision-making, and enhance trust. Ashley shares insights from her therapy background and practical strategies for virtual and in-person advisory work.

Ashley and Jeremy discuss:

  • The importance of collaborative language in client conversations and why it matters
  • The shift from therapy to financial services and the valuable crossover of skills
  • How body language and facial cues play a vital role in virtual meetings
  • Strategies for financial advisors to enhance trust with high-net-worth clients, even in online settings
  • The role of a Financial Behavior Officer in advisory practices and how it transforms client relationships
  • And more!

Resources: 

Connect With Ashley Quamme:

Connect with Jeremy Houser:

About Our Guest:

Ashley Quamme, LMFT, FBS®, CFT™, is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.

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