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"I have enough money to last me the rest of my life, unless I buy something."
Jackie Mason

Meshio.com

a Malaysia personal finance blog

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Soft and Hard, Approaches

You meet a client who needs your help. However, he prefers that you do it his way, and he’s only happy if you do it his way.

You tell him there’s obviously a better way to do it, and it should be done your way. However, the client insisted that he preferred it to be done his way, even though what you said makes a lot of sense. He just want it to be done his way.

What do you do?

Approach 1 (the hard way): Tell him right in the face that he’s going to regret it doing it his way. It’s going to cost more money, waste lots of time and it’s not going to work out as good as what you’ve proposed. The client usually gets angry at such approaches due to the simple fact that you’ve insulted his intelligence. You’re basically telling him he is not as smart as you and he doesn’t know what’s good for his business. Both of you walk out the meeting room, with the client feeling angry about your holier-than-thou attitude while you’re left confused at what the heck is wrong with him anyway.

Approach 2 (the soft way): You understand that the client’s paying you based on how satisfied he is with your service, and he certainly did not hire you to tell him whether he is right or wrong. More often than not, he’s more satisfied if you tell him he’s right most of the time. You decided that you can only educate this client with your experience when he believes in you first, and the fact that he did not accept the idea right now means that he just don’t trust you enough. Going ahead with ‘his way’ of doing things might not be the best strategy, but in the long run, it gives you the opportunity to educate him and build up that trust in you.

Which strategy do you think would suit you when your client disagrees with you?





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  • Someone's reading Seth Godin ;-)
  • Jacques, when one reads too much of Seth Godin (or any particular authors), one might hear little voices of the author in the head from time to time. :-D

    This is a good reminder for myself when I get too carried away during a 'signing ceremony', and also to friends who'd liked to think otherwise.
  • Seriously if you are darn good,and your reputation is excellent, this issue will not arise at all. I wouldnt ask Warren Buffet to dispense his advice according to my ways, would i ?

    Just look at how many Financial Advisors we have here, but how many can we say good, and how many of their published books are good. If i were to be high networth individual, i wouldnt read their book.(no names here) .

    I remember attending one so called "how to get rich" seminar, and i really liked this speaker,he said forget about how to be a millionaire, if you cant even save up to RM 5k in the bank.

    The rich have already known how to make millions, it is people not so rich that only striving hard to be rich and most of the time the advice they get confuse them. ( i used to be one of them)

    I like your blog bro, because i know you are down to earth and practical. Teach how to make RM 5k, then RM 10k then RM 50k, then RM 100k,that's what i called practical,,,,forget about X trend or all those silly jargons

    If you cant change one's attitude towards money, one can never get there, i am very sure no matter how many seminars he attends.

    thank you bro
  • i guess mine is consider the 'soft' approach

    basically its NLP approaches, these are the steps ....

    1. Yes me and my other clients do come up with this idea also and we all think it is a good idea
    2. after we tried doing it we realize a few other options are also available ...
    3. eventually we found out one of the best way to do it
    4. would you be interested to know what it is ?
  • Soft approach is better
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