Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin

Adam and Tom welcome to the show Chris Papin, Founder and Owner of Papin CPA. Chris discusses his multifaceted role as a lawyer, CPA, and insurance producer. They discuss the importance of scoping, setting boundaries, and guiding clients through next steps. The episode covers the challenges of defining boundaries in advisory services, managing client expectations, and handling scope creep. Chris emphasizes the need for clear communication, strategic decision-making, and adaptability to clients' changing needs. The conversation concludes with the nuances of client relationships, the importance of onboarding, and the impact of economic changes on client services.