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Lower bandwidth version - Wealth management solutions? More like family solutions!
Manage episode 341935026 series 2891512
"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
172 episodes
Lower bandwidth version - Wealth management solutions? More like family solutions!
Making Conversations Count: Honest, relatable conversations with business leaders
Manage episode 341935026 series 2891512
"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
172 episodes
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