14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung

Text us to share what you found helpful!In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental health advocate to explore how financial advisors can transform client relationships by focusing on joy rather than just numbers. Larry shares practical insights on:How to incorporate joy-focused conversations into client meetingsBalancing saving and spending for couples with different financial perspectivesBuilding trust through authentic conversations about what brings clients joyPractical implementation of joy-focused financial planningAs a mental health advocate, Larry also discusses his journey about how his personal experiences shaped his approach to financial planning. His firm's signature question - "What did you do today that brought you joy?®" - has evolved into a powerful tool for deepening client relationships and creating more meaningful financial discussions.Connect with Larry: Larry Sprung on LInkedInMitlin FinancialMitlin Money Mindset on YouTubeDownload the Joy Journal Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn