Working with Difficult Clients


As a financial professional, you provide valuable services to your clients.  Like it or not, when you provide services to the general public you must consistently interact with people (if you’d like to make money, that is).  And whether they be clients, colleagues or employees, you’ve probably met your fair share of difficult people. 

Unfortunately, you can’t just refuse to interact with them.  Doing so would cut you off from a considerable demographic of beneficial contacts, referrals and clientele.  You can, however, neutralize their negativity.  How?  Depending on your experience with the individual, try one of the following 5 tips:

1. Avoid heavy topics.  Sometimes the best way to deal with negative people is to avoid topics that will trigger their negativity.  Whenever possible, stick to light subjects.

2. Change the subject.  Unfortunately, you can’t always dictate where the conversation goes.  After giving someone a reasonable opportunity to vent, try changing the topic to something less volatile. 

3. Point out the positive.  Chances are, this person doesn’t realize just how negative he/she has become.  Try looking for the positive in their complaints and point it out.  For example, saying something like, “Sounds like you dealt with that well” or “At least you won’t have to do that again.” This might help defuse the negativity.

4. Empathize.  Sometimes a listening ear is all that’s needed to release the negativity.  However, it’s important that you not become a negative individual’s continual sounding board; they may come to view you as the only person who will listen to their countless rants.

5. Ignore the negativity.  With some people, giving the negativity attention only causes it to grow.  In these instances, ignoring the negativity may be the answer.  Simply acknowledge their statements by saying something as simple as “Okay” or “I see.”

In a service industry, you are required to work with lots of people, which can be difficult at times.  But once you learn how to interact with different personality types, you will become more successful.  In the current economic climate, there are more negative individuals than ever, so instead of avoiding them, it’s important to learn how to best neutralize the negativity.

Universal’s Training Programs are All Online 

If you’re looking to launch or expand a business, we suggest you obtain training designed to help you offer accounting, tax preparation and QuickBooks services.  And Universal’s online training make that more convenient than ever, enabling you to enroll today and begin changing your career tomorrow.  We offer 5 programs designed to make your business more profitable.  To sample our online courses for free, visit Universal today!

Table of Contents


Featured Articles

5 Small Business Do's and Don'ts _ (1)

Do’s and Don’ts of Small Business

5 Small Business Do’s and Don’ts : A Marketing Tool you can pass on to current and potential customers Note: We’re all about driving business into your doors. The following article is a marketing piece

Read More »

Recommended Reads

Tax Preparation Course

About How it works Testimonials Course Details Coaches Curriculum FAQs Apply Today More than just a Tax Preparation Course We focus on hitting your income & career goals. If you are like our students, you

Read More »

Professional Bookkeeper Certification Course

Get The Skills To Be A Bookkeeping & Accounting Professional     What is our Professional Bookkeeper™ Certification?   Many professions use designations and certifications to identify their areas of expertise. It recognizes individuals as

Read More »

Become An Enrolled Agent, EA

Become An Enrolled Agent, EA An enrolled agent is a tax practitioner who is licensed with the Internal Revenue Service to represent clients before the IRS. An enrolled agent is the highest credential awarded by

Read More »
QuickBooks Specialist Certification.jpg

QuickBooks Certification

Get the Skills to Be a QuickBooks Specialist QuickBooks Specialist™ Certification The Professional Bookkeeper’s Guide to QuickBooks is designed to teach anybody how to use QuickBooks. Whether or not you consider yourself a bookkeeping professional,

Read More »

Accountant Certification Programs

Get Certified in Accounting, Bookkeeping, Tax Prep, QuickBooks etc. Enhance & Grow Your Business Knowledge in as little as 4 Weeks with Our Accountant Certification Programs From employers to clients, everyone likes a financial professional

Read More »