The Efficient Advisor: Tactical Business Advice for Financial Planners 326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)
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Nov 28, 2025 Learn a powerful tool for maintaining boundaries while enhancing client experiences. Delve into the significance of scheduled send and delay delivery in shaping expectations and structuring your week. Discover how these habits bolster professionalism and create predictable communication. Libby emphasizes the value of consistency, encouraging listeners to adopt these techniques for big efficiency gains. Implement these tips over the holidays to foster better client relationships!
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Model Week Signals Your Brand
- Your model week shapes client expectations just as much as it protects your time.
- Consistent timing communicates professionalism and predictable processes to clients.
Timing Trains Client Behavior
- When you email at odd hours you unconsciously train clients that you're available then.
- That creates an expectation loop where clients will start to expect weekend and late-night responses.
Boundaries Build Client Confidence
- Clients prefer advisors who demonstrate calm boundaries because it builds confidence.
- Weekend or midnight emails can signal chaos or being behind, undermining perceived professionalism.