You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Building a Relationship-Based Business

August 11, 2020

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.