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The go-to resource for financial advisors, CPAs, wealth managers, and financial consultants who want to elevate their authority, expand their reach, and attract high-value clients through podcasting. Hosted by Virginia Elder, founder of Podcast Abundance, this show delivers expert strategies on high-end podcast production, effortless content repurposing, and sustainable growth. Whether you’re launching, optimizing, or scaling your show, you’ll learn proven tactics to refine your message, enhance client engagement, and position yourself as a trusted industry leader. Find out more at podcastingforfinancialprofessionals.com
Episodes
Thursday May 23, 2024
Thursday May 23, 2024
Clearly communicating your bandwidth with clients is a crucial aspect of a healthy work-life balance. As a business owner or freelancer, it can be tempting to constantly say yes to every client request in order to please them and secure future business. However, this can quickly lead to burnout, decreased productivity, and overall dissatisfaction with your work.
Kendra Swalls is a dedicated advocate for establishing boundaries with clients. Drawing from her own experiences of navigating a more insular lifestyle during COVID, Kendra learned the importance of protecting her values and saying no to distractions.
Prioritizing Personal Values: Key to Efficient Time Management
[00:02:35] Creating Abundance Through Personal Boundary Setting
[00:28:23] The Transformative Power of Stepping Away
[00:38:27] Prioritizing Self-Care to Prevent Burnout
[00:51:09] Authentic Engagement in Marketing Strategies
Maximizing Productivity While Protecting Your Time
– Implementing calendar blocking techniques can optimize time management and workflow efficiency.
– Recognizing internal cues of frustration and fatigue is important to avoid burnout and improve productivity.
– Balancing intention and authenticity in marketing strategies is key for success.
– Taking breaks to reset and prioritize self-care can shift individuals from survival mode to success mode.
Boundaries for Success: Client Management Tips
Transparent communication, self-awareness, and a commitment to authenticity are key pillars in maintaining healthy boundaries with clients, and fostering a fulfilling and sustainable work-life balance.
“The ultimate purpose of this is to connect with people. And if I'm not able to do that because I'm not in this 110%, then I need to take that break. .” – Kendra Swalls
Connect with guest, Kendra Swalls:
Website – girlmeansbusiness.com
Instagram – @girlmeansbusiness
YouTube – @girlmeansbusiness
Podcast – Girl Means Business
This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com
You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources
Watch everything on YouTube @PodcastingForFinancialPros
Follow Virginia Elder on social media:
To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com
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