The Efficient Advisor: Tactical Business Advice for Financial Planners 305: How to Handle Client Requests Without Losing Your Day
Sep 12, 2025
Discover stress-busting strategies for handling unexpected client requests without disrupting your schedule. Learn how to set clear expectations and define urgency, so you can maintain productivity and focus. Uncover when it's appropriate to delay client questions and why most challenges aren't true emergencies. Equip yourself with tools for a more organized workday while still providing outstanding client service. This insightful discussion offers practical tips for creating a calm and efficient advisory practice.
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Schedule A Dedicated Form Day
- When clients request paperwork, tell them when you'll complete it using a scheduled form day (e.g., "we do forms on Thursdays").
- Use that window to buy yourself time and avoid dropping your current priorities immediately.
Use A Model Week To Protect Time
- Build a model week that includes blocks for paperwork so team members have predictable time to complete requests.
- Protect those blocks to prevent constant reprioritization and reduce stress.
Most Requests Aren't Emergency-Level
- Most financial planning requests are not true emergencies and can wait a day or two if you set expectations.
- Explicitly communicating timing prevents client anxiety and reduces internal pressure to act immediately.