Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
363: How to Say No to Clients (And Still Deliver an Incredible Experience)
If you’ve ever had a client ask for something and your immediate reaction was “ugh… I really don’t want to do that,” but then you said yes anyway… this episode is for you. We’re talking about one of the most important skills for advisors: how to say no without making it weird, without damaging the relationship, and without creating a bunch of friction in your business.
In this episode, we’ll discuss:
Why saying yes to out-of-scope requests quietly blows up your calendar, creates hidden work, and makes your process feel… not like a process anymore
Where scope creep actually shows up in real…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.