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You're A Financial Planner; Now What?
Building a Relationship-Based Business

Building a Relationship-Based Business 4a3w60

11/8/2020 · 37:32
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You're A Financial Planner; Now What?

Descripción de Building a Relationship-Based Business 3a331p

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. 4i3q52

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