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Lower bandwidth version - Wealth management solutions? More like family solutions!

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Manage episode 341935026 series 2891512
Content provided by Wendy Harris. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wendy Harris or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Know someone who needs to get their financial affairs in order? Share this with them.

"And the reality is there is no adviser, there's no investment professional out there that has this magic bullet or magic formula that's going to get you significantly greater returns than everybody else over a long period of time."

Larry Sprung, Making Conversations Count - September 2022

When it comes to loved ones, they should be treated like family by all

Just because you're handling money matters, it doesn't mean your family and loved ones shouldn't still be treated with dignity and consideration even by those not in your immediate family.

This episode is another 'how to' around what you need to think about and what you can expect when it comes to arranging your estate.

You'll learn...

  • Who is Larry Sprung and what is Mitlin Financial?
  • A family tree is literally health and wealth (6m50s) Actions speak louder than words (11m09s)
  • Advice for listeners who want to be proactive (18m59s) General wealth management advice (32m28s)
  • Wendy's takeaway

What IS Making Conversations Count?

"Making Conversations Count" is a podcast from WAG Associates founder and telemarketing trainer Wendy Harris.

Missed our previous episodes?

You can catch up with any of the other guests we've been making conversations count with, here:

https://makingconversationscount.com/episodes/

Listen to Making Conversations Count

On your mobile device? Hear the conversations in your favourite platform (Apple or Spotify etc) here:

https://makingconversationscount.studio/listen

  continue reading

172 episodes

Artwork
iconShare
 
Manage episode 341935026 series 2891512
Content provided by Wendy Harris. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wendy Harris or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Know someone who needs to get their financial affairs in order? Share this with them.

"And the reality is there is no adviser, there's no investment professional out there that has this magic bullet or magic formula that's going to get you significantly greater returns than everybody else over a long period of time."

Larry Sprung, Making Conversations Count - September 2022

When it comes to loved ones, they should be treated like family by all

Just because you're handling money matters, it doesn't mean your family and loved ones shouldn't still be treated with dignity and consideration even by those not in your immediate family.

This episode is another 'how to' around what you need to think about and what you can expect when it comes to arranging your estate.

You'll learn...

  • Who is Larry Sprung and what is Mitlin Financial?
  • A family tree is literally health and wealth (6m50s) Actions speak louder than words (11m09s)
  • Advice for listeners who want to be proactive (18m59s) General wealth management advice (32m28s)
  • Wendy's takeaway

What IS Making Conversations Count?

"Making Conversations Count" is a podcast from WAG Associates founder and telemarketing trainer Wendy Harris.

Missed our previous episodes?

You can catch up with any of the other guests we've been making conversations count with, here:

https://makingconversationscount.com/episodes/

Listen to Making Conversations Count

On your mobile device? Hear the conversations in your favourite platform (Apple or Spotify etc) here:

https://makingconversationscount.studio/listen

  continue reading

172 episodes

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