Financial Advisor Success Podcast
Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy
Key Takeaways
- Planning that takes away the fear. No prep work, no embarrassment just honest conversation.
- Planning that uncovers what really matters. College for kids, retirement on your terms, family experiences, legacy it all comes out naturally.
- Planning that builds trust faster. When clients feel understood, trust follows.
- Planning that keeps values at the center. Numbers are tools, not the focus. Your goals, your JOY, your ideal version of tomorrow drives the plan.
- Planning that leads to lasting partnerships. Families who feel this connection often stay with Mitlin for generations.
Meet the Guest
Larry Sprung
Lawrence “Larry” Sprung is a husband, father, entrepreneur, award-winning advisor, author, and mental health advocate. He is reshaping personal finance by inspiring joyFUL conversations around money. He founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families they serve. Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal," the host of the Mitlin Money Mindset® podcast and The JOYful Money Journey on YouTube. He is a sought-after media guest and is a Founding Member of the Investopedia Advisor Council. Alongside his wife Denise, Larry has raised over $1.8 million for the American Foundation for Suicide Prevention through the Keith Milano Memorial Fund, highlighting their deep commitment to mental health awareness. Larry's commitment to his wife and two sons is at the core of who he is. A passionate hockey fan, Larry still laces up, often for charity games.
Show Notes
Most people expect financial planning to feel overwhelming, paperwork, judgment, and stress. But Lawrence Sprung, CFP®, founder and Wealth Advisor at Mitlin Financial, believes it should feel very different. In 457 episode of the Financial Advisor Success Podcast #FASuccess hosted by Michael Kitces, Larry shares how starting every conversation with JOY helps families open up, feel supported, and build one of the most important relationships of their lives. They talk about Mitlin’s “fit meeting” approach, why values come before numbers, and what makes choosing the right advisor for your family is so critical.
Resources
Will you be able to enJOY the Retirement you envision?
Take the Retirement Ready Quiz
Sending your child to college will always be emotional but are you financially ready?
Why JOY Matters….Now More Than Ever
About the Podcast
The Financial Advisor Success Podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it’s like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you’re a new financial advisor trying to get started on the right foot, or an experienced advisor who’s hit a wall, we’re here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View.