Tag: Financial Advising
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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Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

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The financial advisory business is on the cusp of a massive transformation! 

Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently?

In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors in 2025. He emphasizes the importance of adapting to new technologies and communication methods to connect with both current and future clients. 

Additionally, Jeremy shares data and strategies on client engagement, tech implementation, and the necessity of connecting with the younger generation to sustain and grow advisory firms.

Jeremy highlights:

  • The “Silver Tsunami” and its effect on advisory practices
  • Technology preferences: Gen Xers vs. Baby Boomers
  • The “Great Wealth Transfer” and its ramifications for future services
  • Innovative strategies to engage clients’ children for generational loyalty
  • Strategies separating high-growth vs low-growth financial firms
  • The crucial role of social media in reaching younger generations
  • And more!

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Innovative Growth Opportunities For Advisors Right Now (Ep. 62)

Innovative Growth Opportunities For Advisors Right Now (Ep. 62)

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In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block.

However, Jeremy Houser’s experience tells a different story. 

Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth concerns influence investors and advisors. Jeremy shares insights on sticking to proven plans and processes for 2024 while offering advice on how to reach younger generations that will be accumulating a great deal of wealth over the next 20 years. Walk away with actionable advice on thriving in today’s economic environment, the groundbreaking impact of the Advisor Mentorship Program, and innovative approaches to client attraction and retention.

Jeremy discusses: 

  • The performance of the Advisor Mentorship Program in the first quarter of 2024 compared to first quarter of 2023
  • The systems, processes and tools that have helped these advisors see hockey stick growth 
  • Utilizing technology and social media marketing to attract younger generations and grow your advisory business 
  • The current state of the housing market
  • Implementing data-driven strategies for crafting effective marketing strategies
  • And more

 

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2023 to 2024: Reflecting and Projecting (Ep. 53)

2023 to 2024: Reflecting and Projecting (Ep. 53)

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There are new ways to help yourself stand out in the growing landscape of financial advisors.

Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.

Key Highlights:

  • Challenges and Growth in 2023: Jeremy discusses InsurMark’s significant growth alongside his personal challenges, such as balancing a growing family with increased work commitments
  • Focusing on Control and Importance: He shares valuable lessons from 2023, focusing on the importance of directing efforts towards controllable aspects for both personal and professional advancement
  • Goals for 2024: With an aim for enhanced consistency and efficiency, Jeremy plans to improve services for advisors while ensuring quality family time
  • Leveraging Digital Media: The importance of digital platforms, like YouTube and social media, in standing out in the insurance industry
  • Podcast Evolution: Reflecting on the podcast’s growth, Jeremy discusses its role in demonstrating effective digital media marketing strategies
  • Gratitude and Community Building: Jeremy expresses gratitude towards his team and advisors at InsurMark, celebrating their collective achievements and the community they’ve built
  • And much more!

 

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