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Here it is on a Napkin: The Yin-Yang of Client Conversations

November 19, 20232 min read


Here it is on a Napkin: The Yin-Yang of Client Conversations

A few weeks back, I led a discussion with a group of agents, exploring the impactful images and frameworks we use in our conversations with clients. One simple, yet profound image I often turn to is the yin-yang symbol, sketched quickly on a napkin or a piece of paper. This symbol, embodying the essence of duality and balance, has become a cornerstone in my discussions, particularly in the real estate context.

The Yin-Yang in Client Conversations

The Symbol of Duality

The yin-yang, representing opposites, is incredibly effective in conversations with clients who tend to think in extremes. Whether it's with buyers or sellers, this symbol helps to illustrate the dual nature of economic scenarios, encompassing both risks and opportunities.

Balancing Perspectives

I use the yin-yang symbol not just as an illustration but also as a tool to balance perspectives. When a client is overly optimistic about selling their home, I point out the potential pitfalls using the symbol. Conversely, when a buyer is too focused on the risks, I use it to highlight the opportunities, ensuring a balanced view.

Reflective Questions

Accompanying the yin-yang symbol, I often pose reflective questions to deepen the conversation:

  • For home buyers and sellers: "What are your biggest fears and concerns in the buying or selling process, and what are your biggest hopes and dreams?"

  • For entrepreneurs: "What excites you the most about the future of your business, and what are your major worries?"

  • For employees: "What aspects of your job do you love the most, and what changes would you like to see?"

The Power of Simple Images

This approach underscores the power of simple images in facilitating complex discussions. The yin-yang symbol, with its deep philosophical roots, serves as a visual anchor, helping clients navigate their thoughts and emotions in a balanced manner.

Invitation to Share

I’m always looking for new ideas and would love to hear about the napkin sketches you use in your conversations. They’re a valuable tool in making complex ideas more accessible and relatable.

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Seth Dailey

Seth is the Co-Founder of both The Dailey Group and Keller Williams Gateway in Baltimore, Maryland. He serves as the Operating Principal for the brokerage and as the team leader for The Dailey Group, which consistently helps over 150 families a year. Seth, a Montana native, is passionate about empowering leaders and teaching people to make smart financial moves. Prior to real estate, Seth held his CPA designation and worked as a mortgage lender before joining forces with his wife of 20 years, Alyce. Seth can usually be found at the nearest coffee shop with a personal growth book in hand while scribbling down his next great idea on the back of a napkin.

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