Tag: Advisor Mentorship
Narrative-Driven Investing with Ronnie Sadka (Ep. 113)

Narrative-Driven Investing with Ronnie Sadka (Ep. 113)

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Markets are often viewed through numbers, charts, and economic data, but there is another layer influencing how they move. 

How can advisors better understand these forces and connect them to portfolio performance? And how can they explain those movements in a way that resonates with clients?

In this episode, Jeremy Houser interviews Ronnie Sadka, Founder and Managing Partner of MKT MediaStats and Professor at Boston College’s Carroll School of Management, about narrative-driven investing. He explains how media data, behavioral finance, and systematic research can help advisors track what is driving market attention.

Ronnie also shares how identifying narrative momentum and asset sensitivity can provide clearer explanations for performance and offer a different lens on diversification and long-term strategy.

Ronnie discusses:

  • How public narratives can influence markets before they fully appear in asset prices
  • Why slow-moving themes like inflation, AI, and conflict may affect portfolios over time
  • How MKT MediaStats tracks digital media data to quantify market attention
  • Why advisors can use narrative exposure to explain portfolio movement to clients
  • How long-short strategies may add a different source of portfolio diversification
  • And more!

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About Our Guest:

Ronnie Sadka is the founder and managing partner of MKT MediaStats, senior associate dean for faculty, chairperson and professor in the Seidner Department of Finance, and the Haub Family Professor at the Boston College Carroll School of Management. His research focuses on the liquidity in financial markets. Ronnie is a frequent speaker at academic and practitioner conferences, his work has appeared in various outlets including Journal of Finance, Journal of Financial Economics, Journal of Accounting Research, Journal of Accounting and Economics, Journal of Financial and Quantitative Analysis, and Financial Analysts Journal, and has been covered by New York Times, Wall Street Journal, and CNBC.

Prior academic experience includes teaching at the University of Chicago (Booth), New York University (Stern), Northwestern University (Kellogg), and the University of Washington (Foster). Industry experience includes Goldman Sachs Asset Management and Lehman Brothers (quantitative strategies). Sadka recently served on the economic advisory board of NASDAQ OMX. Professor Sadka earned a B.Sc. (Magna Cum Laude) in industrial engineering and a M.Sc. (Summa Cum Laude) in operations research, both from Tel-Aviv University. He received a Ph.D. in finance from Northwestern University (Kellogg).

Disclosure #: 5366624 – 0526

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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!

Connect With Mark Taylan:

Connect with Jeremy Houser:

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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Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

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What’s the number one habit salespeople should avoid?

Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with special guest Marc Lamson, President of ASLAN, to dive into the essentials of other-centered selling.

Nail down the habits that may be holding you back and discover how beliefs can drive behaviors in impactful ways. Learn strategies to remove pressure, boost your confidence, and truly validate your customer’s perspective. This episode gives insights that stand to transform your sales approach, with actionable advice for today’s fast-paced and tech-driven sales world.

Jeremy and Marc discuss:

  • The significance of other-centered selling
  • Key traits that make a successful salesperson
  • Driving desire and productivity in sales organizations
  • Setting standards and defining your unique sales proposition
  • The detrimental effects of responding too quickly
  • Why beliefs drive behaviors and how this impacts sales
  • And more!

Resources:

Connect With Marc Lamson:

Connect with Jeremy Houser:

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