ReFrame | Alana Macy

In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm’s name and reveal how their approach goes beyond traditional client interactions by treating each client as a part of the family through personalized …

Join us for a live interview with Lindsey Lewis, a trailblazer in wealth management and a passionate advocate for women in financial services. We’ll get some insights on how to foster community for women from Lindsey, who serves as Managing Director and Chair of the American College Center for Women in Financial Services. We’ll explore …

Our VP of Coaching & Consulting, Sarah M. Cain, recently had a tooth extraction. She was nervous and had a lot of anxiety going into the procedure. But the oral surgeon she found to do the procedure made it a positive experience—from the pre- to the post-op. “Everyone there made me feel so comfortable,” Cain …