Can You Turn Clients Off Before You Even Have a Chance to Turn Them On?

When I was a kid, I had a poster of my favorite hockey player on the wall.  More than likely a few adorned the walls of my room and I was proud to showcase them to friends. Now that I am a few years older and have an office that is frequented by colleagues and clients, I am very careful to not showcase any specific points of view that could easily turn someone off. 

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Comments (2)
Ned,

I think it pays to turn some people off should those differing viewpoints affect the overall relationship.

For example, if they see a photo of my kids and they can't stand children, there's going to be a problem. I talk about my kids in client meetings and I'm not going to stop. I'm originally from England and display different pieces of English culture around the office. Again, if you have a problem with anything-English, we're not going to have a good relationship.

I know these a trivial examples, but if you truly believe in something then display that passion. Just because a person has expressed an interest in working with you, doesn't mean they will make a good client. What happened to finding the "right" client and not accepting "every" client?

Respectfully,
Dave
Posted by Dave G | Tuesday, October 16 2012 at 12:27PM ET
Dave, thanks for your comments. You make a great point which I agree with; many Advisors serve a niche and work hard to attract that niche. If an investor does not fall into that specific category, they will not be an ideal client and the Advisor should avoid them.
I too have family pictures and sports memorabilia in my office. While I was trying to have some fun in the above blog with some of those example, the point was that many people will unknowingly offend others with certain items; case in point the political sticker in the above story.
I hope we can all agree that there is a world of difference between the golf-outing pictures in everyone's office and the "Democrat/Republican" sign prominently displayed. The line is crossed when one pushes a certain belief on others, knowingly or unknowingly. The effect is the same.
Posted by Ned V | Thursday, October 18 2012 at 8:47AM ET
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