The line between serving your clients and sacrificing yourself can get blurry fast. In this Hot Take, Jennifer and Robin dig into a challenge almost every advisor faces: setting boundaries and avoiding burnout. From overstuffed inboxes to client requests at all hours, it’s easy to lose control of your time and energy when you’re trying to grow a business. They share the hard-won lessons and strategies that help advisors protect their sanity, create healthier client relationships, and build a business that actually supports the life they want. Whether you’ve been feeling stretched thin or just want to get ahead of the overwhelm, this conversation will give you the confidence to start drawing the line where it matters most.

Resources Mentioned:

Building Your Business With Boundaries
Profitable Proposals Masterclass
Seven Figure Sales
Agency Expansion Academy
Tique’s Social Media Templates
Tonic’s Canva Templates (use code TIQUESENTME for 15% off your purchase)

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153. Hot Take: Boundaries & Burnout

TIQUE Talks: The Business Podcast for Travel Advisors