Dealing With People Who Say Yes but Mean No
When working with an attorney or a financial professional, have you gotten the brushoff? Have they failed to call you back or address your concern? Here's what to watch out for and how to handle this frustrating situation.
Short of immediately firing your lawyer, just what should you do when promised a return call, or that your matter “will be taken care of,” but it doesn’t ever happen? Or, stated differently, when is a “yes” really a “no”?
Julie wrote, “Ron, a friend from college — whose family is related to mine — just became an attorney and is working for the wills and estate law firm that has managed my grandparents’ trust for years. Recently I was made a co-trustee and need to know what to do, but every time I ask Ron to schedule a meeting, I am put off, hearing, ‘I am so tied up now, but call me in two weeks.’
“When I do call, I am again put off! Changing law firms would be viewed as a great insult by my family. Honestly, I do not understand this ‘yes,’ which seems to be a ‘no.’ What explains this behavior? What should I try before firing Ron?”
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
Something We Are All Guilty Of
We have all been guilty of saying yes to an invitation or request, being polite, not wanting to embarrass or hurt the feelings of the person asking us by saying no.
“That’s human nature,” observes Art Markman, Ph.D., Professor of Psychology and Marketing at the University of Texas at Austin. “For many people, coming right out and saying no is extremely difficult.
“So, instead of a clear no, which has the potential of being viewed as a rejection or put-down, it is common to hear ‘Right now that’s not convenient,’ or ‘Let me discuss this with my family and I will get back with you.’
“The conversation might end there, as no answer is an answer,” he observes.
In purely social settings, when that “Yes, I’ll take care of it,” is followed by, “But I can’t do it right now, and I’ll get right back to you when I can,” there might be hurt feelings, but little concrete harm if we never do hear back.
“But just remove this from the realm of a social setting and into the business world or a lawyer’s or doctor’s office, and you could be looking at serious and very bad consequences,” Markman notes, and explains what accounts for this “yes, but” response Julie is hearing and how to deal with it.
Personality Agreeableness
“One of the major personality characteristics is called agreeableness. Agreeable individuals value getting along with others — which is good — but in the extreme, they fear not being liked, which leads to real problems.
“When a person who is very high on the agreeableness scale says no to your request, in that moment they experience a kind of panic, terrified that you don’t like them. In their twisted logic, they say no by saying yes.
“So, you ask, ‘Will you do this project for me?’ I reply, ‘Yes, but I can’t start until next Tuesday.’ You call me on Tuesday and I say, ‘Well, this other thing came up.’ What I keep doing is pushing you off, kicking you down the road because I fear saying, ‘No, I can’t do it, or I won’t do it or I don’t want to do it.’”
Creates Frustration and is Harmful
To Markman, overly agreeable people wind up saying what others want to hear, but they have no intention of following through. It is misleading and deceptive, and this “Yes, but” behavior can become highly destructive.
“These things you don’t want to do — which you kick down the road — they are going to come back. Not only is it dishonest, but it creates a lot of frustration in your interactions, in the long run. If you say that you will do something at a later time and don’t do it, now you have someone who isn’t just frustrated, but who has relied on your promise and did not find alternate plans to get it done. Real harm is often the result.”
And how do we deal with these people? Markman has a suggestion.
You Get One ‘Yes, But’
“If you are going to make a commitment, then you better follow through with it, and that’s part of our social contract. There should be no fear about ending a relationship where it is impossible to rely on promises made, and in the workplace, this kind of a personality routinely gets people fired, which they deserve.”
And what advice does Markman have for our reader who really does not want to change attorneys?
“The way of dealing with the over-agreeable person is to pin them down to date and time. I think the general rule should be, you get one and only one ‘yes, but.’ If they come through, great, and if not, find someone else.”
To continue reading this article
please register for free
This is different from signing in to your print subscription
Why am I seeing this? Find out more here
After attending Loyola University School of Law, H. Dennis Beaver joined California's Kern County District Attorney's Office, where he established a Consumer Fraud section. He is in the general practice of law and writes a syndicated newspaper column, "You and the Law." Through his column he offers readers in need of down-to-earth advice his help free of charge. "I know it sounds corny, but I just love to be able to use my education and experience to help, simply to help. When a reader contacts me, it is a gift."
-
How to Help Your Kids Without Ruining Your Retirement
Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future.
By Mario Hernandez Published
-
AI to Power the Next Generation of Robots
The Kiplinger Letter There's increasing buzz that the tech behind ChatGPT will make future industrial and humanoid robots far more capable.
By John Miley Published
-
How Annuities Can Help You Retire Early and Delay Social Security
Waiting until 70 to claim Social Security benefits can pay off, so how do you bridge the gap between giving up your paycheck and filing for benefits?
By Ken Nuss Published
-
How to Get Your Kids to Step Off the Gravy Train
A surprising number of young adults live with their parents. Setting some financial ground rules could get the kids out on their own faster.
By Neale Godfrey, Financial Literacy Expert Published
-
Spring Is a Good Time to Clean Up Your Finances, Too
While you’re decluttering your home for spring, consider also taking a crack at cleaning up your finances and old paperwork.
By Tony Drake, CFP®, Investment Advisor Representative Published
-
Is Your Retirement Solution Hiding in Plain Sight?
Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income.
By Jerry Golden, Investment Adviser Representative Published
-
How to Choose Your Trustee or Executor of Your Will
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka Published
-
Three Steps for Women to Take Control of Their Finances
These strategies are especially for women who are new to managing their money because of divorce or the death of a spouse.
By Emily Glassman Published
-
How AI Can Help Take the Emotion Out of Investor Decisions
AI-driven recommendations can complement human judgment, leading to more rational choices that aren’t as influenced by biases and blind spots.
By Francis Geeseok Oh Published
-
Can You 1031 Exchange into a REIT?
No, you can't, but two other REIT-like alternatives let you defer capital gains taxes while giving you exposure to institutional-quality real estate assets.
By Daniel Goodwin Published