Episode
Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
- Podcast
- New Planner Podcast
- Published
- Dec 26, 2025
- Duration seconds
- 1875
- Processing state
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Summary
Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an advisor-turned-entrepreneur, this episode is for you! Listen in as Mark shares how a period of losing clients pushed him to change his business model, hire a coach, and get hyper-clear on his value proposition and service offering. He also opens up about the lessons he learned through the decisions he made, including the mistakes that contributed to an unsustainably high churn rate. Don't miss hearing key insights from Mark's entrepreneurial journey, as well as what any business owner can take away from the challenges he faced and the growth that followed. You can find show notes and more information by clicking here: https://bit.ly/48zziYI