Transitioning Conversations: How to Change the Subject without Offending Your Client

Transitioning Conversations - How to Change the Subject without Offending Your Client

In a recent post, we highlighted the importance of maintaining control over conversations with prospects and clients—that your value as a financial advisor diminishes without it. Part and parcel of maintaining control of a conversation is being able to switch gears when a client takes it in a direction you don’t want to go. Getting trapped in a tangent is a time waster, but how do you change the subject without making it awkward or alienating your client?

People go off topic for many reasons. Whatever the reason, they feel that what they have to say is important, so if you’re going to try to change the conversation, it needs to be done delicately and gracefully to not make them feel as if what they have to say is not important.

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How to Command and Maintain Control over Conversations with Prospects and Clients

How to Command and Maintain Control over Conversations with Prospects and Clients

How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other person goes off on tangents or takes the conversation in a new direction. Clients who are upset may launch into a rant with no particular point or one that isn’t related to the work you do with them. Or they simply want to talk about something other than the subject matter you broached with them.

Whatever the reason, when a client or prospect conversation goes off the rails, it’s incumbent upon you to steer it back in the right direction. Otherwise, your value to that person diminishes as long as you’re not in control. Taking control doesn’t mean taking over the conversation and dominating the talking space. Instead, it means getting it back on track, on the path to where it can achieve a productive or desired outcome. That can’t happen if you’re doing all the talking.

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