How to Avoid Giving Free Advice

One of my Saturday morning duties, nay,get stopped in the street by clients and asked
pleasures, is to trundle down to our largish villagetechnical questions or for other advice. They
to buy a fresh loaf of bread at the local bakers,seem to assume that I have a photographic
which my wife and I will enjoy with our lunch.memory for every aspect of their tax affairs,
During the week we are both too busy workingbut unless they just want me to download and
and rarely have time for lunch together, so wesend them a form for which they will take
like a little treat or too at the weekend.responsibility I have to ask them to talk to me
Passing the greengrocers I saw our local doctor,during office hours and when I am actually in my
trying to look invisible whilst waiting for his wife tooffice, or have arranged to visit them.
emerge, but being a sociable sort of chap,The difficulty for me and other professionals is
naturally I wished him a good morning, which wasthat mistakes or perceived mistakes can be very
of course reciprocated though in a gruff whisper.costly, and we have to avoid giving casual advice.
The question you might ask is whether the goodIn the doctor's case, a brief comment outsider
doctor is aloof, a complete cold fish, but that isthe butchers could conceivably cost someone's
certainly not the case. If one goes to his surgerylife, and for people like me who run a tax practice
he is friendly, and so chatty that at the end of hisit could certainly cost a lot of money if the advice
sessions he overruns considerably; it is better toI give is wrong because I have not gathered all
have an appointment at the beginning of a sessionthe facts or used my resources to check any
so that you might get into his room almost onadvice I have given. We have to be strong, resist
time.our natural networking urge to be helpful, and
Why is the doctor apparently so withdrawn whenremember that with a few throwaway lines we
we meet him outside? It is because he is afraidcan cause more trouble than we save.
that his patients will accost him with their latestSo, if someone accosts you in the street, a bar
ailment. "Doctor, my knee is really playing me up.or the golf club to pick your brain whether a client
Is there anything you can recommend?" It isor not, or if someone who is not yet a client
because our doctor friend is not on paid time andtelephones to ask a question, ask them to make
because if he stopped to advise anyone he metan appointment. If they seem offended, explain
in the street he would never have a life or anythat it is for their own good that they should rely
free time, and without his records and surgeryon proper paid advice for which you will take
resources he might give hurried and poor adviceresponsibility, rather than your telling them a few
detrimental to the patient.things upon which they may act despite your not
Well we have all been there, haven't we? Only thehaving been given all the facts. It should make
other day a friend of my wife's and occasionalthem feel that you have their interests at heart
dinner party guest called and asked for help fillingand you may well get some new business. If you
in her elderly mother's tax return; this when I amdon't, at least you will have put of some
in the middle of paid work. Like the doctor I alsofreeloader who will not waste your time again.