Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
305: How to Handle Client Requests Without Losing Your Day
In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.
You’ll also discover when it’s okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren’t true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.
I hope you enjoy this new format and I look…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.