Tag: Delegation Strategies
Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

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Time is the most valuable asset for any entrepreneurial CEO.

Knowing how to delegate effectively and implement scalable processes can lead to not only higher revenue but also a better work-life balance.

In this episode, Jeremy Houser shares key strategies that have helped advisors increase their income while reducing stress. He explores the importance of delegation, leveraging technology, and building systems that work without constant hands-on involvement.

Jeremy discusses:

  • How delegation allows advisors to focus on high-value tasks and build a sustainable business
  • The role of AMP Assist in helping advisors’ teams improve efficiency and client communication
  • The importance of using digital content, such as podcasts and videos, to build trust with prospects
  • How structuring a business properly can lead to both revenue growth and more personal time
  • Five key habits successful advisors practice that will help you double your business, while doubling your time off
  • And more!

Connect with Jeremy Houser:

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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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