Planning & Beyond® 14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung
Dec 19, 2024
37:52
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In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental health advocate to explore how financial advisors can transform client relationships by focusing on joy rather than just numbers. Larry shares practical insights on:
- How to incorporate joy-focused conversations into client meetings
- Balancing saving and spending for couples with different financial perspectives
- Building trust through authentic conversations about what brings clients joy
- Practical implementation of joy-focused financial planning
As a mental health advocate, Larry also discusses his journey about how his personal experiences shaped his approach to financial planning. His firm's signature question - "What did you do today that brought you joy?®" - has evolved into a powerful tool for deepening client relationships and creating more meaningful financial discussions.
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