Lawrence Sprung is an Investopedia Top 100 Advisors. His firm Mitlin Financial is an Investopedia Top 10 financial planning firm in Long Island, NY. He built one of the most amazing team in wealth management because he follows one important rule in the business. Let's get started.

00:00 Introduction to Wealth Management and Team Dynamics

03:45 The Joy of Financial Planning

07:39 Building a Productive Team

12:37 Recruitment and Team Culture

17:26 Client Engagement and Marketing Strategies

22:48 Investment Strategies: Alternatives and Crypto

27:20 The Role of AI in Wealth Management

32:20 Real Estate in Client Portfolios

36:58 Personal Insights and Future Vision

39:50 Building a Productive Team in Wealth Management

39:51 Future Trends: Real Estate, AI, and Cryptocurrency