How You (and Your Clients) Can Prepare for a Market Downturn

“How are you going to top this experience” is a question Denise Sprung, Marketing Director for Mitlin Financial, frequently hears after events she organizes for clients. She once organized a day at an NHL game for an A-plus client and her family, who are all hockey fans. She also organized an event at a local …

In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm’s name and reveal how their approach goes beyond traditional client interactions by treating each client as a part of the family through personalized …

Join us for a live interview with Lindsey Lewis, a trailblazer in wealth management and a passionate advocate for women in financial services. We’ll get some insights on how to foster community for women from Lindsey, who serves as Managing Director and Chair of the American College Center for Women in Financial Services. We’ll explore …