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Name: Lawrence Sprung
Title: President
How to find my ideal contact: How To Refer Lawrence Sprung: My primary method of marketing is by referral. I have found that a prospective client who is referred to me is more prepared to appreciate the value that I can offer. I want you to know that I understand the trust you place in me when you offer a referral. How Would You Spot My Ideal Client: Individuals who have consistently invested for their futures, but do not have a formalized plan. Typically they are people who are inundated with their own daily activities and responsibilities. They have not had the opportunity to see if their hard work will create the asset base and income stream they will need to fund their retirement, education or other financial goals. My ideal client will have either a) $500,000 plus in investable assets or will be selling a business and be liquid for $3MM+ plus in a 3-5 year time frame or b) a business that currently maintains a retirement plan with more than $1MM or is looking to start a plan for themselves or their employees. My Client Referral Process: Upon receiving an introduction I automatically forward a letter introducing myself with a prospective client kit. I then call the referred individual/couple and invite them to meet me for an introductory meeting, a free consultation. What Other's Are Saying: “Larry has the unique ability to make the most complicated financial concepts understandable.” “A plan is a powerful tool, I have been investing for over twenty years and was never sure when I would be able to retire and then I met Larry.” “I wish I had found you 15 years ago!”
Referral triggers: mention my name when you hear somone say...: How To Best Communicate What I Do: I aid individuals and business’ in defining and maintaining a clear understanding of their financial goals. I assist individuals in developing a plan that will help them become and remain financially independent. I educate my clients on issues regarding their financial lives in such a way that they understand their investments as well as the strategies being utilized to assist them.
Email: lsprung@mitlinfinancial.com
Web: http://www.mitlinfinancial.com
Phone: (631) 952-4466   
Mobile:
Fax: (866) 235-2803
Category: Finance
Company: Mitlin Financial, Inc.
Address: 140 Adams Avenue
Suite B 12
Hauppauge
 NY  11788 
   
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Disclaimer: The members of Leadpro of Long Island (Leadpro) personally update the content of their individual profiles.  Leadpro does not monitor the content of its members, and makes no representation as to the accuracy of the individual member's profiles.  Leadpro disclaims any responsibility or liability for the advice, recommendations or services provided by its member individuals, agencies or companies.  Leadpro is not an employment service-agency and receives no referral fee or payment from its members, other than the yearly membership dues.  This list is for your reference only.

 

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