42. Maintaining Healthy Boundaries With Advisory Clients

Business Advisor Podcast

Feeling like your clients are running your life? You're not alone. Many advisors struggle to set clear boundaries, leading to burnout and resentment. In this episode of the Business Advisors Podcast, Amanda dives deep into 7 key strategies to help you reclaim your time and build thriving client relationships. Discover how to choose ideal clients, establish clear expectations, and finally, say goodbye to weekend work.

Key Takeaways:

• Select Ideal Clients: Prioritize clients who align with your values and work style for a strong foundation in setting boundaries.
• Iron-Clad Contracts: Solid contracts outlining deliverables protect you and prevent misunderstandings.
• Clear Payment Terms: Establish upfront how and when you get paid, including consequences for late payments.
• Streamlined Onboarding: A well-defined onboarding process sets clear expectations for communication from the outset.
• Client Accountability: Remind clients of their active role in achieving their goals. It's a collaborative effort!
• Time Management Expertise: Value your time and theirs. Maintain punctuality for meetings, establish work hours, and communicate vacation schedules.
• Boundary Enforcement: Clearly communicate your boundaries and consistently enforce them, even when clients challenge them.

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