Episode 9

Unlocking joy in financial advising with Larry sprung

Keywords

financial planning, joy, entrepreneurship, high performance, company culture, technology, AI, financial advisory, mental health advocacy, family values

Summary

In this conversation, Tony Bates interviews Larry Sprung, founder and lead wealth advisor at Mitlin Financial. They discuss the integration of joy into financial planning, the importance of family, and the balance between personal and professional life. Larry shares insights on high performance in the financial advisory industry, the significance of company culture, and the challenges faced by advisors today. He emphasizes the role of technology and AI in enhancing financial services and outlines his vision for the future of Mitlin Financial, focusing on joy and growth.

Takeaways

Family has always been of utmost importance to me.

The question 'What did you do today that brought you joy?' changed everything.

Being a financial advisor is rewarding, but it's not just about the money.

You have to be intentional about what you want to do and know your why.

High performance can be subjective and varies from person to person.

Maintaining company culture is crucial as the business grows.

It's important to find a firm that aligns with your values and goals.

Social media is a powerful tool for building reputation and connections.

You have to put yourself out there to succeed in today's market.

Chapters

00:00 Introduction to Joy in Financial Planning