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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…
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