Learn from An Optimized Advisor: Larry Sprung, Mitlin Financial

Optimized Advisor Podcast

English - June 15, 2023 22:00 - 44 minutes - 41.2 MB - ★★★★★ - 17 ratings
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Previous Episode: Navigating Social Media in the Era of AI with Annie Dietrich, AC Social Designs

Next Episode: More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

On this week’s episode, Scott was joined in the virtual studio by Larry Sprung, Founder and Wealth Advisor of Mitlin Financial. In addition, Larry is the author of Financial Planning Made Personal and Host of the Mitlin Money Mindset Podcast. Larry founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families we serve. The Mitlin team consistently helps those families make healthy financial decisions and offer a tremendous experience that leverages personalized service with today’s top tools and technology.

In this episode you will learn the following:

Larry’s background – his how and why for starting Mitlin FinancialThe importance of having Core Values to optimize your business and lifeHow Larry wrote his book, Financial Planning Made Personal and his podcast, the Mitlin Money Mindset are resources for his clientsLarry shares a personal story on mental health and how is an advocate for mental health optimization

Connect with Scott on LinkedIn
Connect with Larry on LinkedIn

For more on The Optimized Advisor Podcast click here
For more on Mitlin Financial click here
For more on the Mitlin Money Mindset™ click here
To purchase and learn more about Financial Planning Made Personal click here

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]