In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported.

We’ll cover practical scripts, strategies to handle pushback gracefully, and ways to frame boundaries as a benefit to your clients. 🌟 By the end, you’ll see how healthy boundaries build respect, trust, and sustainability in your advisory practice—without sacrificing client experience. 💬

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)

The Efficient Advisor: Tactical Business Advice for Financial Planners