The JOYful Advisor™
Real Strategies. Real Stories. Real Growth.
Welcome to the JOYful Advisor™, your resource for leading with purpose and building deeper relationships.
Here, you’ll find:
- Insights from Larry Sprung, CFP® on JOY-driven planning
- Advisor-focused content on growing your practice through connection
- Articles, podcast episodes, and media featuring our JOYful approach to money.
- Whether you’re looking to deepen trust, expand your footprint, boost referrals, or rethink how you engage, your journey begins here.
- Explore how leading with JOY can transform your practice and the lives of those you serve.
From Advisor to Authority: Why Financial Advisors Should Write a Book
Why Should a Financial Advisor Write a Book? Financial advisors should write a book because it helps prospects understand who they are before the first meeting. Your book can explain your philosophy, your process, and your point of view in a way a website or brochure usually cannot. To some …
You’re Not Managing Money – You’re Managing Emotions
To most investors, the market isn’t abstract; it’s personal. It’s their lakefront vacation home, their daughter going to med school debt-free, and the freedom to retire on their terms. Every time the market dips or a headline screams panic, clients aren’t just worried about their portfolio; …
Beyond the Numbers….. JOY-Centered Financial Planning
Money conversations have traditionally led with numbers…… but what if a simple shift could transform the entire advisory relationship? Financial advisors have been trained to lead with numbers: statements, asset allocation, and projections. While numbers matter, they don’t alway …
Celebrating Community: Rethinking the Way We Gather with Clients
Those you serve deserve more than dinner with a side of presentation; they deserve thoughtfully crafted experiences that spark connection and are truly enJOYable. In his recent Financial Advisor Magazine article, “From Transactional To Transformational: Rethinking Client Events,” Larry Spru …
How Business Owners Can Build Brand Momentum
When you run a business, stepping away whether for travel, conferences, or personal time can feel like pressing pause. But what if those moments outside your regular routine were actually an opportunities to build connection? Increasingly, business owners are learning that stepping back fro …
Grow Your Practice with JOYful Money Conversations
Discover the JOY of Finance: What did you do today that brought you joy?® This simple, disarming question is sparking a transformation in financial planning. And now, you’re invited to experience it for yourself. Join the community built around “The Power of Leading with JOY,” a movement fu …