When letting a client leave is the smartest and most profitable move

Larry Sprung, founder & wealth advisor at Mitlin Financial, sits down with InvestmentNews anchor Gregg Greenberg to discuss the occasions when it is best for both sides to let a client go, as well as explain how advisors can utilize technology to improve their work-life balance.
  • Mar 31, 2026

Larry Sprung, founder & wealth advisor at Mitlin Financial, sits down with InvestmentNews anchor Gregg Greenberg to discuss the occasions when it is best for both sides to let a client go, as well as explain how advisors can utilize technology to improve their work-life balance.

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