Kitces and Carl - Real Talk for Real Financial Advisors Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
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Nov 13, 2025 Discover the art of saying 'no' to avoid overwhelm and preserve your focus. Learn how to establish filters based on energy and priorities to filter opportunities effectively. Explore strategies like using capacity language and templates for graceful declines. Hear about successful figures who practice dignified refusals and the importance of setting clear boundaries. Delve into the value of saying no at work and fostering a culture of positive communication. Embrace the power of a well-timed 'no' to reclaim your time and energy!
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Yes vs No As Decision Tools
- Saying yes is a blunt instrument that unknowingly says no to many other things.
- Saying no is a precision instrument that preserves capacity for priorities you already chose.
Put Filters Around Opportunities
- Create clear filters (financial, time, energy) that determine what you will accept.
- Raise or adjust those thresholds as your business or capacity changes.
Author Declines Podcast For Energy Reasons
- A bestselling author declined a podcast because he hates Zoom and prefers casual in-person chats.
- He was honest about what he enjoys and avoided an engagement that would drain him.
