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

“Spending time onboarding can be tough for firms because it's not billable, but it is probably more important for the value proposition.” – Chris Papin The finer details of this episode: Scoping, setting boundaries, and having next step conversations with clientsSubscription-based model and building slack into engagementsManaging scope creep in advisory workImpact of economic changes on client needsAligning client and firm expectationsImplementing change orders for additional servicesOnboard...