Tag: Education

The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. 

Instead, Will leaned into it, and has made it his mission to find a cure for Liam and set an example for his sons around overcoming the struggles that life may deal you. He and his wife have been active participants in the NF community, raising awareness and money for a cure. 

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Hoffman, founder of Hoffman Wealth Management, about his journey with Liam’s diagnosis and his dedication to raising awareness about the struggles of those with NF.

Will focuses on: 

  • How Liam’s diagnosis impact Will and the family
  • How it reshaped his priorities in business and life
  • How he is raising awareness for this diagnosis
  • Why families must stay together and lean on their support system during difficult times
  • Why mental health awareness is important for financial advisors

Resources: 

Connect With Will Hoffman:

Connect With Wealth Management & NREI:

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.



The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung

The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung

On average, there are 130 suicides per day, according to the American Foundation for Suicide Prevention, and individuals who work in financial services are 1.5 times more likely to commit suicide than the national average, according to the National Occupational Mortality Surveillance. 

Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law Keith Milano, who had suffered from bipolar disorder, died by suicide. Now Larry’s dedicated much of his time and energy to bringing awareness to mental health and suicide prevention, including serving on the board of the American Foundation for Suicide Prevention and raising in excess of $1.7 million for that organization.

In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Larry Sprung, founder and wealth advisor at Mitlin Financial in Hauppauge, N.Y. Larry shares the story of his brother-in-law’s suicide and recounts what lead up to the loss, how it has changed his personal and professional values, and the importance of increasing knowledge and understanding around mental health every day.

Larry discusses: 

  • The events leading up to his brother-in-law’s suicide and how he coped with it
  • How Larry and his wife have brought awareness to mental health issues
  • How the industry deals with issues of mental health
  • How advisors can incorporate mental health into their practices
  • The need for destigmatizing mental health disorders
  • And more

Resources:

Connect With Larry Sprung:

Connect With Wealth Management & NREI:

 About Our Guest:

Larry Sprung founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing clients first. He and his team consistently help clients make healthy financial decisions and offer a tremendous client experience that leverages today’s top tools and technology.

Today, he leads the planning and asset management services at Mitlin, in addition to focusing on business development. Larry is also committed to offering educational workshops where he shares his knowledge and insights on a diverse set of financial topics. He is a frequent speaker at industry conferences and regularly films the firm’s “Mitlin Minute” videos that provide important information on relevant financial topics. Larry also hosts the Mitlin Money Mindset podcast.