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Larry Sprung is building an inclusive practice inspired by family values скачать в хорошем качестве

Larry Sprung is building an inclusive practice inspired by family values 3 года назад

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Larry Sprung is building an inclusive practice inspired by family values

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. Discover more on our network ► https://grow.altruist.com/ 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. ABOUT ALTRUIST: 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. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED: Instagram ►   / altruistcorp   Twitter ►   / altruist   Linkedin ►   / altruistcorp   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.

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