Tag: Advisor Growth
Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

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What does it take to grow your advisory firm while staying true to your values? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Larry Sprung, Founder of Mitlin Financial and esteemed Investopedia Advisor Council member. 

They dive into the power of creating a purpose-driven business and how Mitlin Financial has scaled while maintaining its core values of family-first and client happiness. Discover how Larry’s journey and the idea of emphasizing joy have propelled significant growth for his firm, alongside insights into finding the right clients and the importance of delegation.

Larry and Jeremy discuss:

  • The inspiring story behind the foundation of Mitlin Financial and its core values
  • How leaning into joy as a concept has significantly driven business growth
  • Strategies for effective delegation and harnessing team strengths
  • The impact of personal branding and social media engagement on growth
  • And more!

Connect with Larry Sprung: 

Connect with Jeremy Houser:

About Our Guest:

Larry Sprung is the founder of Mitlin Financial, a family-first wealth management firm dedicated to helping clients achieve their financial goals while prioritizing what brings them joy. An award-winning financial advisor and a member of the Investopedia Advisor Council, Larry is also a passionate mental health advocate, having raised $1.7 million for suicide prevention in memory of his brother-in-law. Through his podcast, Mitlin Money Mindset, and his work as an author, Larry combines financial knowledge with a commitment to making a meaningful impact on lives and communities.

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Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

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How are AMP advisors thriving in today’s market? 

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

Key Points to Spark Your Curiosity:

  • Learn how AMP advisors are integrating financial technology to enhance their strategies
  • Discover the importance of personal relationships and family support in professional success within AMP
  • Understand the significant influence of your closest connections on both personal and professional growth
  • Find out how AMP advisors set meaningful goals that transcend mere numbers
  • Explore the strategic decisions top advisors are making for future success
  • Get inspired by a potent planning strategy that focuses on what’s truly important
  • Learn about the advantages of early business planning and its impact
  • And much more!

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE
2023 So Far: Updates & Outlook (Ep. 35)

2023 So Far: Updates & Outlook (Ep. 35)

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We have some news for you!

Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success.

In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come. 

Jeremy discusses: 

  • How to appeal to the younger generation
  • The value of building a virtual presence and the right way of influencing others 
  • What you should know about branding and the importance of creating an impactful story to connect with clients
  • And more!

Resources:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE
Man in the Mirror: Reviewing 2022 (Ep. 28)

Man in the Mirror: Reviewing 2022 (Ep. 28)

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As this year starts to wrap up, it is time for Jeremy Houser and the team at InsurMark to review 2022 and celebrate the growth they have seen within the business (and this podcast, too).

In this episode, Jeremy details some big wins he has seen this year and the factors that have contributed to his and his advisors’ success. He explains what separates a good from a great advisor while offering tips for the upcoming year so that you can excel in your business, too.

Jeremy discusses: 

  • Some growth opportunities for the upcoming year 
  • Key commonalities between successful advisors
  • Some important milestones for his advisors
  • Systems to leverage technology as an advisor
  • Ways the team at InsurMark can help advisors with their business planning 
  • And more!

Resources:

Book Time with Jeremy Houser:

Connect with Jeremy Houser:

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