Your Friends Are Not Your Clients | Professional Boundaries

If you’re a coach, consultant, counselor, practitioner, therapist, financial advisor, attorney, minister, or just about any other professional, you’ve probably heard some version of this: “Can I ask you a quick question?” Of course they can. And because they’re your friend, you usually answer.

Five minutes later, you’re halfway through what would normally be a paid consultation. Twenty minutes later, they’re asking follow-up questions. An hour later, they’ve mentally enrolled in your expertise without ever enrolling in your process.

Then comes my favorite part. Several weeks later they tell you… “I tried what you said.” Followed by, “It didn’t really work.”

Or perhaps… “I thought you were going to help me with the rest.”

Wait… The rest?

Here’s the part that’s easy to forget. Professional results rarely come from professional answers. They come from professional processes.

A paid client doesn’t simply receive information. They receive observation. Clarification. Questions they didn’t know to ask. Context. History. Strategy. Accountability. Adjustments. Encouragement. Honest feedback. Someone walking beside them long enough to notice when they’re unknowingly sabotaging themselves.

Most breakthroughs don’t happen because of one brilliant sentence. They happen because someone stays with the process. That’s difficult to do over coffee.

Friends often hear the conclusion. Clients experience the journey. Those are very different things.

Imagine asking a surgeon one question at a backyard barbecue. You wouldn’t expect them to perform surgery beside the potato salad. The conversation isn’t the procedure.

The same is true in nearly every profession. Your accountant can answer a tax question. That doesn’t replace a comprehensive tax strategy.

Your attorney may explain a law. That doesn’t establish legal representation.

A mechanic may suspect what’s making the noise. That isn’t the same as diagnosing the vehicle.

Likewise, a coach may offer an idea. But coaching isn’t advice. It’s partnership.

Something else quietly happens when people become paying clients. They become invested. Investment changes attention. Attention changes implementation. Implementation changes outcomes.

People tend to value what they’ve intentionally committed themselves to.

That isn’t about money. It’s about ownership.

Friends also have another advantage that clients don’t. They already know us. Sometimes a little too well. Because they know us socially, they unconsciously assume our expertise must also be casual. It isn’t.

Our friendship is casual. Our profession is not.

Healthy boundaries don’t protect income. They protect relationships.

I’ve found it helpful to say things like:

“I’d be happy to give you a quick thought, but I don’t want to pretend that’s the same as walking through the whole process together.”

Or…

“There’s a much bigger picture here than I can responsibly answer over lunch.”

Or simply…

“That’s a great coaching question, not a coffee question.”

People usually understand. And if they don’t… That tells you something important too.

The professionals reading this already know the feeling. You genuinely want your friends to succeed.

You care.

You hope they flourish.

But caring about someone doesn’t require pretending that a casual conversation can replace a thoughtful professional engagement.

Your friends deserve honesty.

Your clients deserve excellence.

Fortunately…

Those two things can coexist beautifully.

Sometimes the most caring thing a professional can say isn’t,

“Sure, let’s solve your life in fifteen minutes.”

Sometimes it’s,

“I care too much about you to offer a shortcut where a process is needed.”

That isn’t withholding your gifts.

That’s respecting them.

And perhaps respecting your friend enough to invite them into the kind of transformation that only commitment can produce.

 

I Can Believe Whatever I Want to Believe

One of my favorite one-liners is, “I can believe whatever I want to believe.” That will stop any coach, consultant, or counselor right in their tracks. Some people have these weapons that they wield whenever they feel like they might be feeling challenged beyond their ability.

We work so hard to encourage our clients to reach new heights in their relationships, businesses, and lives, but there is a point where the client is just done reaching for new plateaus. They get to a point where their desire to grow and change is too far beyond their willingness to push through and continue the journey.

You, if you are the coach or therapist, must let go of your expectations. For us in the business, the excitement that comes with accompanying someone on an explosively exciting journey onward and upward is often the fuel that inspires us to do what we do. I know that it is for me, that’s why I only work with the movers and shakers.

I love being nearby or even in the room when someone reaches a breakthrough or epiphany. Seeing people grow and change, go through that metamorphosis from where they were when I first started working with them, then seeing them in the fullness of their capabilities, and being with them step for step along the way, that is the blessing beneath the work that I do.

What does someone mean, when they say, “I can believe whatever I want to believe?”

That means that in your communication and encouragement to look at things from a different perspective you have reached a stage that has gone well beyond the ability of the client to comprehend and they offer up the phrase, “I can believe whatever I want to believe,” in a sense to stop the bus from going any further.

It can also be a refusal to even look at something that might challenge their current rationalization, which gives them a feeling of comfort and security, or it may be more deeply rooted in their belief system or dogma.

In any case, your client has drawn a line in the sand that is not to be crossed, at least, for now.

This is your client’s journey and he or she has every right to direct his or her own path, even if you might see trouble ahead if he or she chooses “this” over “that.”

What can you do?

Of course, you should continue to present the ideas of alternative choices and what the future could hold given different decisions and actions.

You may tell your client about the experiences of other clients who may have chosen “this” over “that.” Third-party reference material may be available that you can refer him or her to.

We encourage always having an open mind, and you too must maintain open-mindedness with your clients at all times, remembering this is their journey, and you must ever tell them what to do. The responsibility for their decisions lies solely on themselves and it is your job to support them and see them face the challenges they may face as they take responsibility for themselves.

So, when someone tells you, “I can believe whatever I want to believe,” know that you’ve reached an impasse and back off your approach, and have your client restate his or her limitations, and work within those boundaries, but don’t stop offering other perspectives or ideas that may encourage them to take a moment and think outside the box.

Besides, that’s what we do best. Right?

And it is the “looking outside the box” that leads to those most valuable life-changing moments.