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Listen "How to Build Highly Productive Team, Winning Clients, Impressive Growth – Lawrence Sprung, Founder of Mitlin Financial"
Episode Synopsis
Lawrence Sprung is an Investopedia Top 100 Advisors. His firm Mitlin Financial is an Investopedia Top 10 financial planning firm in Long Island, NY. He built one of the most amazing team in wealth management because he follows one important rule in the business. Let's get started.00:00 Introduction to Wealth Management and Team Dynamics03:45 The Joy of Financial Planning07:39 Building a Productive Team12:37 Recruitment and Team Culture17:26 Client Engagement and Marketing Strategies22:48 Investment Strategies: Alternatives and Crypto27:20 The Role of AI in Wealth Management32:20 Real Estate in Client Portfolios36:58 Personal Insights and Future Vision39:50 Building a Productive Team in Wealth Management39:51 Future Trends: Real Estate, AI, and Cryptocurrency
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