What does it take to grow your advisory firm while staying true to your values?

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Larry Sprung, Founder of Mitlin Financial and esteemed Investopedia Advisor Council member.

They dive into the power of creating a purpose-driven business and how Mitlin Financial has scaled while maintaining its core values of family-first and client happiness. Discover how Larry’s journey and the idea of emphasizing joy have propelled significant growth for his firm, alongside insights into finding the right clients and the importance of delegation.

Larry and Jeremy discuss:

The inspiring story behind the foundation of Mitlin Financial and its core values
How leaning into joy as a concept has significantly driven business growth
Strategies for effective delegation and harnessing team strengths
The impact of personal branding and social media engagement on growth
And more!

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About Our Guest:

Larry Sprung is the founder of Mitlin Financial, a family-first wealth management firm dedicated to helping clients achieve their financial goals while prioritizing what brings them joy. An award-winning financial advisor and a member of the Investopedia Advisor Council, Larry is also a passionate mental health advocate, having raised $1.7 million for suicide prevention in memory of his brother-in-law. Through his podcast, Mitlin Money Mindset, and his work as an author, Larry combines financial knowledge with a commitment to making a meaningful impact on lives and communities.

Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)