What makes a client relationship truly exceptional in today's financial world?

In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm's name and reveal how their approach goes beyond traditional client interactions by treating each client as a part of the family through personalized service and proactive communication.

Larry and Denise discuss:

The importance of integrating family values into financial services (03:15)
Building personalized client experiences that exceed expectations (08:45)
The backstory behind Mitlin Financial's founding and philosophy (17:10)
Practical tips for financial advisors to enhance client relationships (24:00)
Creating a legacy of trust and integrity in financial planning (30:20)
And more

Resources:

joyfuladvisor.com

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Connect with Larry and Denise Sprung:

About Our Guests:

Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc.

As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives.

Larry is also the host of the Mitlin Money Mindset™, a podcast that’s all about getting your mind right when it comes to all things money.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees.

Denise Sprung is passionate about promoting sound and accurate financial education. She believes financial literacy is essential for the next generation and takes pride in supporting Mitlin Financial, Inc.’s mission to use its platform to educate and empower others.

With over a decade of marketing experience, Denise brings a wealth of expertise to Mitlin Financial. As the founder and operator of a trademarked blog with a large social media following, she excels in delivering content that keeps clients informed and provides valuable insights into the financial world.

Beyond finance, Denise is deeply committed to helping others. She serves as the co-chair of the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention, established in memory of her brother Keith, who died by suicide in 2004. Each May, Denise organizes a mental health awareness book fundraiser, where participating authors donate a portion of their sales to the fund. Since its inception, the fund has raised over $1.7 million and has made a significant impact by sharing Keith’s story and fostering meaningful conversations around mental health.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.