101: Wealth management solutions? More like family solutions!

Know someone who needs to get their financial affairs in order? Share this with them.

 

"And the reality is there is no adviser, there's no investment professional out there that has this magic bullet or magic formula that's going to get you significantly greater returns than everybody else over a long period of time."

Psst! Prefer to read than listen? Here's the transcript for you.

Larry Sprung, Making Conversations Count - September 2022 

 

When it comes to loved ones, they should be treated like family by all

 

Just because you're handling money matters, it doesn't mean your family and loved ones shouldn't still be treated with dignity and consideration even by those not in your immediate family.

 

This episode is another 'how to' around what you need to think about and what you can expect when it comes to arranging your estate. 

 

You'll learn...

Who is Larry Sprung and what is Mitlin Financial? A family tree is literally health and wealth (6m50s) Actions speak louder than words (11m09s) Advice for listeners who want to be proactive (18m59s) General wealth management advice (32m28s) Wendy's takeaway

 

What IS Making Conversations Count?

 

"Making Conversations Count" is a podcast from WAG Associates founder and telemarketing trainer Wendy Harris.

 

Missed our previous episodes?

 

You can catch up with any of the other guests we've been making conversations count with, here:

 

https://makingconversationscount.com/episodes/

 

Listen to Making Conversations Count

 

On your mobile device? Hear the conversations in your favourite platform (Apple or Spotify etc) here:

 

https://makingconversationscount.studio/listen