42. Maintaining Healthy Boundaries With Advisory Clients

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.Want more? Join THE FREEDOM TRIBEHere's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other. Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services. Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K. 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer. Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice. PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life. -Speak to you in the next episode...

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