Finding Clients Their ”Why?”

What brings you joy?

That’s not the question most people expect from a financial advisor…and that’s exactly the point. Larry Sprung, advisor and Founder of Mitlin Financial, believes focusing first on statements & balance sheets misses the “Why?” behind all the portfolio management.

On this episode of the Synergize podcast, Larry Sprung explains why that missing piece so often turns financial advice into lasting, impactful client relationships.

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