Building a Relationship-Based Business 4a3w60

You're A Financial Planner; Now What?

11/08/2020

How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of...

How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of everything: building relationships with your clients. In this episode, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial, about just that. They also discuss his firm’s work, professional niches, social media strategy, and more.