When a client steers into personal territory, maintaining professionalism is key. A polite redirection works wonders—shift the focus back to the agenda while keeping the tone warm and engaged. If the questions persist, setting clear yet courteous boundaries reinforces that the discussion stays professional. And sometimes, a touch of humor can defuse the moment without creating awkwardness. As Warren Buffett says, “You can’t make a good deal with a bad person.” Keeping the conversation on track ensures mutual respect and a productive business relationship.

When a client asks personal questions during a meeting, maintain your professional stance by politely deflecting the question, redirecting the conversation back to the business at hand, and setting clear boundaries by explaining that your focus is on the professional aspects of the project or relationship. • Acknowledge and redirect • Use a neutral response • Set boundaries • Humor (carefully)

Redirect the Conversation – Politely steer the discussion back to the meeting agenda. Set Boundaries – Respond with a neutral yet firm statement, such as, "I prefer to keep personal and professional matters separate." Maintain Composure – Stay professional, avoiding defensive or overly personal reactions. Use Humor Sparingly – If appropriate, a light remark can defuse the situation. Be Consistent – Ensure professionalism in all interactions to set clear expectations.

People connect to our stories. There's nothing wrong with a client asking a personal question unless it crosses the lines of social or moral norms. The best approach is to establish boundaries by saying something like: "I appreciate your interest in my life outside of this context, but there are some topics I simply don't get into...and that is one of them. What I can tell you is..." You can finish by sharing something off topic, or something less sensitive. Unless you're dealing with a narcissist, they'll likely honor your redirection.

This is a pretty general scenario. How personal the questions are determine where you will go in response. Often my clients like to know some background one and where ‘I’ve come from’. I tend to use these questions as a chance to get to know them as well. It’s a rare situation when it crosses any lines. To me it’s a lot about building relationships.