What makes a great financial advisor?

Join Mark Taylan on this inaugural episode of “Beyond Dollar Signs: Financial Clarity”. Explore Mark’s path from curious young adult to seasoned financial planner, highlighting his early experiences with life insurance and the pivotal role that meeting his first financial advisor played in sparking his career.

Mark discusses: 

• The influences of early family dynamics on his communication skills [00:01:24]
• The moment a financial advisor widened his perspective beyond banking [00:07:09]
• His journey through education and a gratifying career with multiple licenses [00:09:36]
• The philosophy of treating clients as family and the importance of holistic planning [00:11:37]
• And more

Resources:

• Atomic Habits by James Clear

Connect with Mark Taylan: 

• LinkedIn: Mark Taylan
• Capital Advisor 360