
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones
Financial Advisor Success
Intro
Christopher Jones, founder of Sparrow Wealth Management, shares insights on building an efficient solo practice focusing on client-centric financial planning tasks, working only 25 hours per week. He discusses collaborative client meetings, goal-focused approaches over detailed analyses, managing cash requests, optimizing practice efficiency with technology, expanding through referrals, transitioning to remote work, and outsourcing tasks for time-saving and reduced stress.
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