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Mark Hansen: Serving Clients with a Unique Edge
Manage episode 469974814 series 3497114
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Mark Hansen has spent decades in financial services, evolving from a young advisor into a seasoned professional who now helps advisors manage risk more effectively. In this episode, Mark shares his journey from an analytical engineer to a financial planner and eventually to an asset manager specializing in tactical risk strategies. His work at White Rock Capital Management focuses on active portfolio management, ensuring clients and advisors minimize losses during market downturns while maximizing long-term gains.
Key Takeaways:
- [03:27] From Engineering to Financial Planning: Mark’s transition from engineering to financial planning was fueled by his analytical mindset and passion for working with people.
- [06:12] The Importance of Discipline: Success in financial advising requires self-motivation, perseverance, and continuous growth.
- [11:11] Managing Risk More Effectively: Mark created White Rock Capital Management to solve a major industry problem—reducing losses during downturns through tactical investment strategies.
- [19:16] Shifting from Clients to Advisors: Mark now coaches and provides solutions to financial advisors rather than individual clients.
- [28:58] Differentiating as an Advisor: Mark challenges advisors to ask, “What makes me different in a crowded industry?” and “Am I truly managing risk effectively for my clients?”
Mark Hansen: "I've always said that with people and their money, it hurts worse to lose money than it feels good to make money."
Rob Brown: "If you’re not careful, you can fall into a sea of sameness. What are you doing to stand out as an advisor?"
About Mark Hansen: Mark is the owner of Hansen & Associates Financial Group, an independent RIA firm, and managing partner of White Rock Capital Management. A Certified Financial Planner (CFP®) since 1989, Mark has dedicated his career to helping clients achieve financial security. Alongside his partner, David Yelle, he co-founded White Rock to provide advisors with proprietary, risk-managed investment portfolios designed to protect and grow client wealth.
Connect with Mark Hansen:
Website: http://www.whiterockcap.net/
Email: [email protected]
Phone: +19163453555
LinkedIn: https://www.linkedin.com/in/mark-hansen-chfc-cfp-aa263b25/
Episode References:
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
LinkedIn: https://www.linkedin.com/in/truestfan/
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