You need to move to a better neighborhood . . .
Setting Boundaries/Drawing the Line With Difficult Clients
- Thread starter Northeast Agent
- Start date
You need to move to a better neighborhood . . .
Either that or hire a typist...
- 31,501
Or....don't stutter when you're doing talk to text.
Talk to text? Too technological for me!Or....don't stutter when you're doing talk to text.
Talk to text? Too technological for me!
"Hey Google (or Siri if you have Apple) text Rousemark"
Google/Siri - "OK, what would you like to say?"
"My plan went from great to so so because a change moved my thugs to a higher tier."
Google/Siri - "OK, would you like to send it?"
Send!
Looks right to me... It seems to be only on your posts the mistype shows up.. Truly puzzling..
Office line only.
I often put up a custom voicemail, such as "today is Thursday and I'll be in from 9 - 6 (or whatever)...etc." or, "I'm not in now, will return Friday morning at 9." A little extra work but creates expectations. It sounds professional and gives them a good idea of when to expect a call.
Last summer I read "Deep Work" and it changed several things as far as how I operate. Working (deeply) on your own time, by your rules, will go a long way.
The one or two people who get their panties in a wad because it's Wednesday afternoon, and you are out, and your voicemail said that you return to the office Thursday afternoon... well.. you probably don't want them anyway.
See also Dan Kennedy - he operated on his terms.
Not perfect at it yet, but I try to never work outside of the boundaries which I designate as "go time."
I often put up a custom voicemail, such as "today is Thursday and I'll be in from 9 - 6 (or whatever)...etc." or, "I'm not in now, will return Friday morning at 9." A little extra work but creates expectations. It sounds professional and gives them a good idea of when to expect a call.
Last summer I read "Deep Work" and it changed several things as far as how I operate. Working (deeply) on your own time, by your rules, will go a long way.
The one or two people who get their panties in a wad because it's Wednesday afternoon, and you are out, and your voicemail said that you return to the office Thursday afternoon... well.. you probably don't want them anyway.
See also Dan Kennedy - he operated on his terms.
Not perfect at it yet, but I try to never work outside of the boundaries which I designate as "go time."
Sounds like you need to learn how to control your calls and your workdays. Use Pareto's principle to easily determine very likely that 20% or less of your clients are giving you 80% of your headaches and stress. Start making some decisions, stop putting up with any crap and control your day, and your clients.
Not sure how many years you have in this business but we all start out thinking we need to service everyone and put up with endless crap from them. If they are giving you that much grief or are that needy then YOU need to decide what it's worth to you and set your boundaries.
After 10 years in this business we have no problem at all telling difficult people that they're not a good fit for us. With any level of emotion they decide to take it to. They aren't worth our time.
On the flip side, we'll swim with sharks for reasonable and good-hearted people that need our help who don't think the friggin' sun revolves around them.
Not sure how many years you have in this business but we all start out thinking we need to service everyone and put up with endless crap from them. If they are giving you that much grief or are that needy then YOU need to decide what it's worth to you and set your boundaries.
After 10 years in this business we have no problem at all telling difficult people that they're not a good fit for us. With any level of emotion they decide to take it to. They aren't worth our time.
On the flip side, we'll swim with sharks for reasonable and good-hearted people that need our help who don't think the friggin' sun revolves around them.
The problem is that seems to remain a constant.. Back in the days when I served a debit, when I would start trying to eliminate a problem client, my manager would tell me, "Go ahead, but when you do just remember someone else will pop up to take their place".. I learned over the years, he was right. I would gt rid of one, I would either have someone that had never been a problem in the past would became a problem collection case, or I would right anew one for the replacement.. Sometimes the new one would be harder to deal with than the old. I finally decided to try to keep it all one the books with the assumption that the devil you know is better than the one you don't..
- 7,481
I have been trying to think out how to say something and I am glad to see Bevo's post because it ties in perfectly.
Last fall I had an interesting phone conversation with my agent that goes directly to your question.
I have been one to look at several different drug combinations and/or drug and pharmacy combinations when looking at plans. One driver of that is kgmom's past comments about the "best" (most cost effective) drug plan carrier and preferred pharmacy combination can change each year. So one of the first steps she recommended for a given year was running a test drug list against multiple pharmacies. For example you would make a list and run it against CVS, Walmart, Walgreens, and Kroger to start getting a sense of where better tier options might fall. So I had 4-5 different drug lists and was looking at those with different pharmacies.
I finally decided what I wanted to do and called my agent. He told me his agency did not service that drug plan and I would need to enroll on my own and do my own support for it. (Which I had no problem with.)
When I told him what I had done, he laughed and told me about one of his other clients. After providing her current drug list and current pharmacy and getting back the recommended plan information from his staff, she would then call back multiple times asking for additional searches for assorted contingencies. (the following info is not precise, but it will give you the idea of what went on.)
His agency, staff and himself, worked with the situation for the first year. The next year started in as a repeat of the first. At about the third request she made for contingent evaluations, he made an appointment, went to her home and showed her how to use the plan finder.
He made it crystal clear to her that going forward, his agency would make one recommendation to her. They would take her list of currently prescribed drugs and the pharmacy she currently used and provide her with a plan recommendation based on those parameters. If she wanted any additional evaluations, she would have to do them herself and they could then enroll her in the plan she wanted (assuming they represented that plan).
I can't remember if the client stayed or left.
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