Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)
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!
Connect With Mark Taylan:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
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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