Can you remember a case when a client was too much for you to handle? These cases can happen to everyone!
You are here to guide clients and support them, emotionally and mentally, and this can sometimes be energy draining.
What is the best way to handle such a case?

To answer this question, we would like to give you some tools on how to deal with a client that you feel is on the verge of being “too much for you”:

1. Reduce the number of sessions - Reach out to your client and let them know that in order for you to keep on helping them, you need time to better focus on things and recharge your energies. Due to this, you would like to reduce the number of sessions with them, for example, to once or twice a week.
2. Schedule a weekly meeting with them - Include times and dates in advance, while both sides take into consideration that another client might beat them to it.
3. Ask the client to message you before they reach out for a live reading - This way you can get prepared for the reading, both emotionally and mentally.
4. Set goals with your client - We always recommend setting small and achievable goals and creating action items that will help them achieve these goals. This way you can better manage the communication with your client and get updated on the goals you set together, and whether they are following the steps they need in order to get there.
5. 5 Step Plan - Work with your clients through a simple 5 step process: Brainstorming / Dreaming / Organizing / Performing / Fulfilling. Click Here to read the full article.

In case you tried all of the above and feel you are no longer able to assist your client, the best and most respectful thing you can do is to let the client know that unfortunately you are no longer able to assist them. Explain to the client in a polite, respectful and tender manner, what you feel and why. For example, let them know you feel you are no longer objective enough to read for them.
You may also recommend specific advisors who you know might be better able to assist the client.

If you have followed the above steps but your client still continues to reach out to you, you may block the client. In case this is a high valued client please contact our Support team to request the blocking of such clients.

In case you encounter any extreme antagonism or harassment in offline messages, avoid responding and report it to our Service team immediately. You are also ALWAYS welcome to reach out to your Advisor Success team for consultation and guidance.

Note that block requests that arise due to a client hanging up after their first 3 minutes, or due to sessions that have yet to be cleared of charge, will not be approved. Requests that involve any type of offensive behavior on the client’s end would be normally reviewed within 48 hours.

Remember, blocking clients should be your final and last resort. Blocking a client causes a bad experience for the client as they may not understand how come they are no longer able to have a live session with you, or they may not understand why you are no longer responding to their messages.
Although rejection may be uncomfortable and difficult to handle, it’s the best option, as it’s the most honest thing to do.

We understand that managing client relationships can be difficult and may be a serious drain on your energy. The Advisor Success team is here for you to offer support and guidance to ensure the most positive experience for everyone, both advisors and clients.