Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the next

level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. Welcome

to the 391 episode of the Financial Advisor's Success Podcast. My guest on today's podcast is

Christopher Jones. Chris is the founder of Sparrow Wealth Management

in RAA based in Orlando, Florida that oversees approximately 110 million in assets under management

for 68 client households. What's unique about Chris, though, is how he has built a highly

efficient solo practice that allows him to work fewer than 25 hours per week to have more time

for his family and

manage to cut his hours down by relentlessly focusing on only the financial planning tasks that

really truly matter most to his clients and then either outsourcing or just eliminating the rest.

In this episode, we talk in depth about how Chris's efficient planning process works,

including how he works through clients' financial plans collaboratively during annual meetings

and then just sends them a final copy afterwards instead of conducting a lot of time-intensive

plan preparation in advance. How Chris used to do in-depth cash flow analyses with his clients,

but now saves time by simply focusing in on client's

stated goals instead. And how Chris further cuts down the time needed to manage cash requests from client

accounts by not withdrawing his client's retirement spending needs on a monthly or ad hoc basis,

but instead simply doing one single, sizable annual distribution from their portfolio all at once

in January to cover them

...