Tag: Podcasting
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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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

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Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth.

How can advisors prepare for 2025 and beyond while building authentic client relationships? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections. 

Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges.

Matt discusses:

  • Using video as a critical tool for client engagement and social media visibility
  • The growing importance of content marketing and “social proof” in building trust
  • The role of AI in enhancing marketing efficiency while maintaining a human touch
  • Active listening strategies from his book to deepen client relationships and improve sales outcomes
  • Key tips for reallocating marketing budgets to focus on high-impact digital strategies
  • And more!

Resources: 

Connect with Matt Halloran:

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About Our Guest:

Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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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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