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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
November 28, 2024
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

I am excited to share that we're restarting "Show Me Your Stack," a series where we catch up with those delivering financial advice to see what solutions they rely on to make it happen.

In this edition, Lawrence Sprung of Mitlin Financial said since his firm became a Carson tuck-in, he's enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.

Also, as today is Thanksgiving, let me stop and say how thankful I am for everyone who has read my work this year. You are appreciated. Talk to you next Thursday!

 
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Show me your Stack
 
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The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.
 
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