What do you do when your biggest lead source is also your biggest headache? In this episode, I'm pulling back the curtain on a real client story — a stationer dealing with a toxic planner who was overstepping, micromanaging, and making her life miserable.
We looked at the facts (spoiler: the feelings weren't the facts), set some firm boundaries, and completely changed how she ran her business — all in the first week.
What we covered:
Why feelings aren't facts — especially when it comes to where your leads come from
How she stood up for herself mid-project, in front of a shared client
Creating a separate lead gen form for planners vs. couples
Only offering options you actually like (you're still the boss!)
Using a difficult situation as a catalyst, not an excuse
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