Entrepreneurial Mindset – Advisor Mentorship Podcast

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

By The Advisor Mentorship Podcast | November 26, 2024

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!

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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)

By The Advisor Mentorship Podcast | December 5, 2023

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:

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