Mitlin Financial Founder Talks Technology, Client Needs & Diversity

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  • 22 mins 31 secs
Larry Sprung, Founder and Wealth Advisor at Mitlin Financial, shares how client needs and expectations have changed over the years and how to align investments with goals. He also weighs in on diversity and inclusion, what inspired him to become a financial planner, and the evolution of technology.

Channel

RIA TV

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