Planning & Beyond®

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


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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 meetings
  • Balancing saving and spending for couples with different financial perspectives
  • Building trust through authentic conversations about what brings clients joy
  • Practical implementation of joy-focused financial planning

As 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 LInkedIn
  • Mitlin Financial
  • Mitlin Money Mindset on YouTube
  • Download the Joy Journal 

Connect with Ashley: 

  • Website: www.planningandbeyond.com 
  • Ashley Quamme on LinkedIn
...more
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Planning & Beyond®By Ashley Quamme

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