15min chapter

Financial Advisor Success cover image

Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones

Financial Advisor Success

CHAPTER

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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