Podcasting for Financial Professionals

Setting Boundaries with Clients: A Guide to Maintaining Work-Life Balance | Kendra Swalls | Ep 15

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May 23, 2024 5:00am

55m

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  

  

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