The Efficient Advisor: Tactical Business Advice for Financial Planners 309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
Sep 26, 2025
Learn how to set effective boundaries with clients to enhance professionalism and business sustainability. Discover the art of saying no to night and weekend meetings without feeling guilty. Libby shares practical scripts and strategies to handle client pushback gracefully. She emphasizes the importance of framing boundaries as a benefit for clients, enhancing overall service. Plus, tips on re-onboarding clients and offering alternatives to maintain satisfaction. Healthy boundaries can lead to respect, trust, and a better advisory practice!
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Saturday Meeting That Changed Her Rules
- Libby stopped doing Saturday meetings after a memorable bad experience and used that as a firm boundary.
- She gradually restricted nights and weekends as she reduced her workweek from 80 to 24 hours.
Set Boundaries During Onboarding
- Set expectations at onboarding by clearly listing office hours, communication preferences, and what clients can expect.
- Use a formal onboarding meeting to prevent the expectation-reality gap that causes frustration.
Offer Clear Availability, Use Soft Language
- When booking, state your available days and times instead of asking 'when works for you?' to control scheduling.
- Use soft language like 'I hope you can appreciate' to decline nights and weekends while remaining professional.