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?”
From just $107.88 $24.99 for Kiplinger Personal Finance
Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues
Sign up for Kiplinger’s Free 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.”
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.

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."
-
'Humbug!' Say Consumers, Despite Hot GDP: Stock Market Today"The stock market is not the economy," they say, but both things are up. Yet one survey says people are still feeling down in the middle of this complex season.
-
The SEC Is Concerned for Older Investors and Retirement Savers. Here's What You Should KnowThe SEC focusing on older investors, retirement and college savers, and private securities. Here's how those changes impact you.
-
Vesting, Catch-Ups and Roths: The 401(k) Knowledge QuizQuiz Test your understanding of key 401(k) concepts with our quick quiz.
-
How to Protect Yourself and Others From a Troubled Adult Child: A Lesson from Real LifeThis case of a violent adult son whose parents are in denial is an example of the extreme risks some parents face if they neglect essential safety precautions.
-
To Build Client Relationships That Last, Embrace SimplicityAs more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and prioritizing personal touches.
-
Client Demand Is Forcing Financial Advisers to Specialize: How to DeliverThe complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.
-
A Financial Planner Takes a Deep Dive Into How Charitable Trusts Benefit You and Your Favorite CharitiesThese dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.
-
A 5-Step Plan for Parents of Children With Special Needs, From a Financial PlannerGuidance to help ensure your child's needs are supported now and in the future – while protecting your own financial well-being.
-
How Financial Advisers Can Best Help Widowed and Divorced WomenApproaching conversations with empathy and compassion is key to helping them find clarity and confidence and take control of their financial futures.
-
A Wealth Adviser Explains: 4 Times I'd Give the Green Light for a Roth Conversion (and 4 Times I'd Say It's a No-Go)Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?
-
A 4-Step Anxiety-Reducing Retirement Road Map, From a Financial AdviserThis helpful process covers everything from assessing your current finances and risks to implementing and managing your personalized retirement income plan.