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

Financial Advisor Success

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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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