Financial Planning – Beyond The Dollar Signs

The Story Behind Advisors360 (Ep. 2)

By BeyondTheDollarSigns | April 29, 2025

Ever felt like financial planning is more “dollar confusion” than “dollar clarity”? We’re diving into the unique story of Advisors360 with founder Mark Taylan, revealing how a genuine heart and an informed mind can transform financial advice into a journey of trust, clarity, and legacy-building.

Join your host, Mark Taylan, as he explores the origins of Advisors360, a firm born from Mark’s vision of offering comprehensive, unbiased advice. Tired of product-pushing in large corporations? Mark certainly was, and that’s why he established Advisors360, putting less focus on sales and more on genuinely understanding and guiding clients through life’s financial challenges.

Mark discusses:

The origin story and mission of Advisors360 [00:01:18]
Understanding the Wealth Path process [00:05:02]
The commitment to family-focused financial advice [00:06:16]
Integrating new generations into wealth management [00:10:23]
Expectations for new clients [00:19:13]
And more

Connect with Mark Taylan:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Introducing Beyond The Dollar Signs: Financial Clarity (Ep. 1)

By BeyondTheDollarSigns | April 15, 2025

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