
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones
Financial Advisor Success
Overcoming Personal Challenges and Business Transitions in the Financial Advisory Field
This chapter follows a financial advisor as he navigates through personal struggles like divorce, relocation, and becoming a single parent while managing his practice. It also discusses the advisor's significant move from New York City to Las Vegas, the technological and operational shift in their practice, and the efficiency improvements experienced post-transition.
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