Larry Sprung
Founder of Mitlin Financial, an advisory firm affiliated with Carson Group; built a practice overseeing roughly $200M in assets serving about 200 households and known for leading with a 'joy'‑first client process.
Best podcasts with Larry Sprung
Ranked by the Snipd community
Sep 30, 2025 • 1h 30min
Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
Larry Sprung, founder of Mitlin Financial, champions a joy-centered approach to financial planning. He begins client meetings by posing thought-provoking questions about joy, fostering trust and empathy. Larry's method moves past traditional metrics, creating meaningful connections with clients, making them feel valued. He discusses his firm's growth to $200M in assets while scaling intentionally. Additionally, he reflects on pivotal career moments, advocating for new advisors to consider the RIA model for greater alignment and success in their practices.
Mar 3, 2025 • 38min
Beyond Numbers: The Power of Joy in Financial Advising (With Larry Sprung)
Larry Sprung, CFP, author, and owner of Mitlin Financial, champions the transformative power of joy in financial advising. He shares how embracing joy helped his firm grow 650% more than typical firms. Listeners learn about leveraging authentic stories to connect with clients, the importance of effective firm naming, and avoiding the pitfalls of 'budget shaming' that drive clients away. Larry also offers insights on attracting ideal clients through simple questioning and nurturing relationships via social media adventures.
