

167. Clients Overstepping? Set Better Boundaries
Jun 17, 2025
Learn how fractional CFOs can create and maintain essential client boundaries to ensure professional integrity while improving efficiency. Discover a three-part process to tackle boundary issues, along with practical tips for formalizing communication standards. Personal anecdotes highlight the struggles of managing client expectations and the importance of early intervention for problematic behaviors, like late payments. Gain insights on turning challenges into healthy relationships and securing personal wellness amidst professional demands.
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Why Fractional CFOs Struggle Boundaries
- Fractional CFOs struggle with boundaries due to a service-oriented mindset and fear of losing clients.
- Lack of training on boundary setting also contributes to these challenges.
Set Boundaries Early
- Set communication boundaries before sales calls by avoiding immediate responses outside business hours.
- Clearly define working hours and response expectations during sales calls to establish firm boundaries early.
Document and Stick to Boundaries
- Include all boundaries in your scope of work to avoid confusion and reinforce standards.
- Always stick to your communication rules and respond within promised timeframes to maintain respect and order.