303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You

This podcast episode focuses on the importance of setting healthy boundaries between personal and professional life for financial advisors. The host, Libby Greiwe, discusses the challenges of using a personal cell phone for business communications as a practice grows. She offers a practical strategy for transitioning client communication to an office line, including resetting client expectations and managing voicemail messages. The episode also includes a brief advertisement for AssetMap financial planning software.