When was the last time you sat down with a client and didn’t lead with numbers?
Now, imagine starting the conversation by asking about their life’s greatest JOYs Their most meaningful moments.
Because money, on its own, is just math.
Exploring how their money helps those you serve support the life they actually want to live isn’t just a shift in approach; it’s a shift in connection.
Talking about their JOY leaves people feeling heard, empowered, and inspired.
A Life that Lights Them Up
Larry Sprung believes that when you connect their money to what brings them JOY, you empower them to make choices that support the life they want.
In fact, he’s built Mitlin Financial, Inc.® around this belief.
This JOY-driven framework focuses on connecting people to their deepest values, goals, and sources of happiness.
This emotional, human-first approach has led:
- More meaningful relationships with those Mitlin serves
- Turned clients into raving fans and increased organic referrals
- Tangible business growth fueled by positivity
Be Part of the JOYful Revolution
As we keep building, we plan to continue to share what we learn about how infusing positivity into your practice.
To be updated as this movement is covered by trade publications and as Larry Sprung’s insights around JOYful financial planning are showcases in the media join the JOYful Advisor Community.
This is a unique opportunity to continue to learn from one of the most trusted voices in financial advice.
Why JOY Matters….Now More Than Ever
For advisors seeking to connect with families in a way that feels relevant and compassionate: JOY is that bridge.
Whether it’s a grandparent shaping their legacy or a young professional deciding to rent or purchase a home, this framework unites them all.
Leading with JOY transforms financial planning from a service to a transformational journey.
When people feel JOY in their money conversations, they gain clarity and confidence.
They feel relief. And suddenly, retirement isn’t about hitting a number, it’s about funding dreams.
Advisors are Trained to
As advisors, you are trained to talk about numbers, rates of return, investment strategies with fancy charts and graphs, and retirement goals decades away….. And sure, those things matter.
But here’s our greatest realization:
What truly excites people are the moments that fill their lives with JOY.
Sipping coffee on the beachside deck.
The pride that radiates as they step through the doors of a community center that they helped bring to life
Or the pure JOY of sending their daughter to medical school debt-free. These are the moments that inspire.
But you will only know what these moments are….
If You ask
These are the moments financial advisors have the privilege to help make real.
The JOYful Advisor Community is here to help you discover how JOY can elevate your practice, improve client outcomes, and reignite your own passion for advising.
