Ep. 230 - The Confident NO: When to Fire Clients & How It Can Improve Business

Setting boundaries with difficult clients is an essential yet often overlooked skill for growing a thriving estate planning practice. In this coaching call excerpt, Ali guides Amy through to get clear on what she can and cannot do legally for a demanding client trying to cut corners, emphasizing the power of firing incompatible clients.

For an unresponsive client, Ali suggests sending written notice of closing their file by a certain date absent contact, showing concern while also eliminating liability. She provides sample language lawyers can adapt.

Ali stresses that boundaries demonstrate care for both the client’s best interests and the lawyer’s own wellbeing. She advises assessing whether boundaries come from wise discernment or reactive emotion.

By learning to communicate boundaries confidently, estate planning attorneys can improve client experiences, prevent burnout, and grow their practices sustainably. This candid coaching call models constructive boundary setting in action.