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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

CHAPTER

Strategies for Growing a Financial Advisory Practice

This chapter explores the speaker's journey in growing their financial advisory practice by attracting high-income clients, predominantly through word of mouth referrals and high Google rankings. The speaker discusses their strategy of focusing on building strong relationships with clients, managing workload efficiently, and attracting new clients through a combination of high net worth and younger clients for a diversified client base. Additionally, the chapter delves into the surprising aspects of building an advisory business, including overcoming challenges and maintaining a focus on the future.

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