Larry Sprung is building an inclusive practice inspired by family values

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  • เผยแพร่เมื่อ 27 พ.ย. 2022
  • At a young age, Larry Sprung quickly learned the value of a dollar. Losing his mother early on, Larry watched his father stretch every penny to care for him and his sister. These family values are the foundation on which he built Mitlin Financial.
    Larry gives insight into how he structures his firm to scale and nurture lasting relationships, his best practice management tips, and building an inclusive culture based on human connection. Plus, learn about the special meaning behind his firm’s name.
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    ABOUT THE HUMAN ADVISOR:
    This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
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    We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.
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    Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.
    Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Altruist Financial LLC. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

ความคิดเห็น • 5

  • @edwardpaley
    @edwardpaley ปีที่แล้ว +1

    Glad you interviewed Larry. He is a caring, ethical person who cares about his family and the clients his firm helps.

  • @MitlinFinancial
    @MitlinFinancial ปีที่แล้ว

    Thank you for having Larry on the show

  • @DeniseSprung
    @DeniseSprung ปีที่แล้ว +1

    Great listen!

  • @MitlinFinancial
    @MitlinFinancial ปีที่แล้ว

    Mitlin is expanding to serve more families and we are adding to our team! You are a service-first advisor please feel free to reach out to us (or Larry) for more information about how we can help you find your freedom.