by | Oct 23, 2020 | Wealth Management

pexels cottonbro 3825273

In today’s busy word one of the most important skills to learn is how to say “No”. We are very busy and it is easy to become overwhelmed if you overcommit. If you are like most people, you do not like saying “No.” This could be because you genuinely like to help others, or maybe you do not want to reject others. Perhaps you are afraid this will reflect poorly on you if you say “No”. The reality is there are times you need to put your time and your business’s needs first. If you do not balance your priorities effectively you are not as productive, could feel overwhelmed, and harbor feelings of resentment.

As Warren Buffet once said: “The difference between successful people and very successful people is that very successful people say ‘No’ to almost everything.”

Here is how to say “No” and still look good:

Be clear and direct. Providing a vague response, excuses, or an unclear answer will only create an awkward conversation.  You eventually will still have to say “No” after wasting everyone’s time in needless conversation. People may not like hearing “No” but appreciate this more than excuses or a lukewarm response.

Provide positivity. Being able to provide the individual with a positive response helps cement a positive relationship.  For example, try saying “This is a solid opportunity but now is not the right time.”

Tell them the reason. “I appreciate the offer, but this does not… fit our business model, fit our budget, etc.” But if telling the reason could give them an opening for a discussion to pressure you, skip it.

Give yourself time. If you are uncomfortable being firm or dealing with a pushy individual it is ok to say, “let me think about this and get back to you”. Just make sure to get back to them with a definitive answer. This tactic helps you avoid feeling pressured into doing something you do not want to do

Say yes to something else. Propose an alternative option if you can. Maybe you can commit to a smaller role or to a future opportunity.

Do not burn bridges. Let your yes mean yes and your no mean no. Saying “No” does not mean you have to be rude or inconsiderate. The ability to say “No” politely is a powerful tool to keep and even build strong relationships

Latest From The Blog


Our Services

Investment Management

Tailor portfolios to your needs and goals.

Retirement Planning

Investing and saving wisely is vital to success in retirement.

Financial Planning

Navigating the complexities of your financial affairs can be simplified.

Tax Management

Help to increase the amount you “take home”.

Estate Planning

Protect your loved ones and make sure your legacy endures.

Executive Compensation Analysis

Simplify the many options and decision points of executive compensation plans.

Education Planning

Confidently plan for your children’s future.

Charitable Giving

Give in a tax-smart, simple way.

*Please Note: Limitations.  The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent.  BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

Sign Up For Our Newsletters

(They're great, we promise)

Connect With Us

Financial Services Group BBB Business Review