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Aha Moment | Knowing When to Say No

By
Real Estate Broker/Owner with KD Realty - 408.972.1822 CA DRE#01366594

A potential seller reached out about listing a probate property in San Jose. On paper, it looked promising: a well-located home in a highly sought-after neighborhood and the kind of listing that could have been a smooth sale in a hot market. The initial phone call started normally enough, but red flags started to appear. 

The caller was abrupt, interrupted constantly, and dismissed my questions about the property's condition and the family's timeline. He insisted on an inflated listing price far above market value, required unlawful terms (like excluding certain people from being shown the property or refusing required disclosures). 

The more I listened, my head knew, "This is not a good fit." My gut, which I refer to as my second brain, knew it too.  The second brain is the brain that kicks in if the heart is trying to overrule the brain.  

I calmly explained that I didn't believe I was the right agent for his needs and referred him to a couple of other brokers who might align better with his style.

He was stunned. "You're turning down my business?" I remained calm and stood firm: Yes, because I want you to have the best possible experience, and I don't think we're the right fit.

I ended the call with confidence and certainty, knowing I had made a wise decision. 

The 'Aha Moment' confirmation came weeks later when I noticed the property listed on the MLS. The listing broker shared that the client argued over every photo, canceled showings at the last-minute, and rejected reasonable offers while insisting on his pie-in-the-sky price. The listing became a nightmare. Ultimately, two agents were fired before the property finally sold, after months of delay, and tens of thousands below what it could have sold for.  

Never question what my gut is telling me.

By not taking on that client, I  listened to my head and gut perfectly. It protected my time, my sanity, and my reputation. No amount of compensation is worth the erosion of my peace. 

Establishing client qualifications is not about being fussy; it's about being professional. The right clients are people who trust my expertise, communicate respectfully, and share my commitment to ethical dealings that result in a smooth transaction and genuine fulfillment.

Learning to honor my heart, head, and gut has helped me to build a career that's not just successful, but sustainable and joyful. Not every dollar is worth earning, but every good fit is worth celebrating. 

This is an entry to: Who Are You & Your ‘Aha’ Moment - Self-discovery and Personal Growth #ActiveRainChallenge hosted by Lew Corcoran and Patricia Feager. 

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Probate Real Estate Services
San Jose Real Estate Website

    

DRE#01366594

I specialize in probate real estate.
As a Certified Probate
Real Estate Specialist
my focus is on helping Executors and Administrators
avoid headaches
before they start.

“From the moment we met Kathleen, we were impressed with her professionalism, knowledge, patience, respect, humor, attention to detail, and compassion.  She's the Whole Package ~ excellent agent and wonderful human being!  In a potentially stressful experience, we have felt in good hands all along.  We are so grateful and recommend her without hesitation!”

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Comments(19)

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Nick Vandekar, 610-203-4543
Realty ONE Group Advocates 484-237-2055 - Downingtown, PA
Selling the Main Line & Chester County

I love this that you said:

Not every dollar is worth earning, but every good fit is worth celebrating. 

Dec 06, 2025 02:17 PM
Kathleen Daniels, Probate & Trust Specialist

Hello, Nick Vandekar, 610-203-4543 I won't sell my soul for the almighty dollar.  Saying no leaves the space for the right client who is a true joy to work with. I am blessed to have so many.  

Dec 06, 2025 04:12 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good evening Kathleen,

Loved you Ah-Ha moment! There comes a time we have to learn to say No! If your gut is telling you the compensation is not going to be worth the aggravation!

Dec 06, 2025 03:03 PM
Kathleen Daniels, Probate & Trust Specialist

Hello Miss Dorie Dillard Austin TX my issue is that my heart wants to help everyone.  I've learned to pay attention to the red flags and decline opportunities. 

Dec 06, 2025 04:16 PM
Kathy Streib
Cypress, TX
Retired Home Stager/Redesign

Hi Kathleen- I feel it's a rite of passage for all of us, either in our professional or personal lives, when we learn that we are allowed to say "NO" and be ok with it. 

Dec 06, 2025 04:07 PM
Kathleen Daniels, Probate & Trust Specialist

I've failed a few times and allowed my heart to lead the way Kathy Streib when my gut knew better.  A few of those lessons have made it so easy to say no when it is not a good fit. 

Dec 06, 2025 04:19 PM
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Hello Kathleen - in real estate and everyday life each contact that comes our way is not a connection.  Clues, gut instincts and other factors can combine to create an aha moment.  

Dec 07, 2025 04:06 AM
Kathleen Daniels, Probate & Trust Specialist

I agree Michael Jacobs when we are "awake" and tuned in, we will see the clues, sometimes hear them (LOL)

Dec 07, 2025 08:51 AM
Brian England
Ambrose Realty Management LLC - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

When the red flags start popping up, we need to listen to our guts and be strong enough to say no, haha.  Sadly, those people eventually find someone who will assist them with these things.

Dec 07, 2025 05:34 AM
Kathleen Daniels, Probate & Trust Specialist

There is someone out there for everybody, Brian England 

I've seen doctors and other service providers who were not a good fit, and I do not return. I keep looking until I find the right fit. 

Dec 07, 2025 08:53 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Real Estate Broker

Yes indeed, my friend. The very few times I didn't listen to my gut, I regretted it. But I did learn quickly to fire those clients asap. When I trained new agents I always counseled them to learn how not to take on "bad" clients and if they did to fire them quickly.

Dec 07, 2025 06:02 AM
Kathleen Daniels, Probate & Trust Specialist

You nailed it Miss Nina Hollander, Broker - my speciality. General brokerage - not as common. 

Dec 07, 2025 05:46 PM
Kathleen Daniels, Probate & Trust Specialist

Hello Miss Nina Hollander, Broker - the most recent experience for me, I did not have the heart to fire the client. I knew that if I did, it would royally screw them over. Despite not wanting to, I sucked it up and brought the transaction to a close.  What a day of celebration that was! 

Dec 07, 2025 08:58 AM
Nina Hollander, Broker

Kathleen Daniels, Probate & Trust Specialist hi Kathleen... there's always that one exception. And in terms of your specialty I can see it coming up. I do more general brokerage and those situations are not as common.

Dec 07, 2025 09:02 AM
Kat Palmiotti
eXp Commercial, Referral Divison - Kalispell, MT
Helping your Montana dreams take root

Yes indeed. We do not need to help every caller - in some cases, our head and gut say "walk" and we need to listen.

Dec 07, 2025 06:42 AM
Kathleen Daniels, Probate & Trust Specialist

Hello, Kat Palmiotti I am getting much better at listening, yet my heart does tend to get in the way when the head and gut are saying no. 

 

Dec 07, 2025 09:04 AM
Anna "Banana" Kruchten
Retired Broker/Owner - Phoenix, AZ
602-380-4886

Kathleen I've long thought that your AHA moment is one that needs to be taught to all agents. Sometimes it's just not the 'right' fit and it's best to move one I say- for the reasons you mentioned. I'm thinking of a few that that's what I did....said not the right fit....and never looked back. 

 

Featured in BanadaTUDES!

 

Dec 07, 2025 10:08 AM
Anna "Banana" Kruchten

Totally agree Kathleen!

Dec 07, 2025 04:07 PM
Kathleen Daniels, Probate & Trust Specialist

Hello Miss Anna "Banana" Kruchten 🍌 Thank you for the Feature in the Tudes - Always appreciated. 

These lessons apply to people in general, not just clients. My second entry to the December challenge speaks to those Aha Moments. 

Dec 07, 2025 11:44 AM
Patricia Feager
Referral Specialist - DFW FINE PROPERTIES - Flower Mound, TX
Licensed to April 2027

With each and every potential client that raises flags we learn something that leads us to believe, this is not a good fit. Your aha was right. Thanks for your entry. 

Dec 07, 2025 11:35 AM
Lew Corcoran
Better Living Real Estate, LLC - East Bridgewater, MA
Expert guidance. Exceptional results.

What a powerful share, Kathleen Daniels, Probate & Trust Specialist 🙂. Your story captures the wisdom of trusting both head and gut, and it’s a great reminder that peace of mind and integrity matter more than any deal. Thanks for putting this into words that resonate so clearly!

Dec 07, 2025 12:28 PM
Kathleen Daniels, Probate & Trust Specialist

Thank you, Lou, for hosting! 

Dec 07, 2025 05:47 PM
George Souto
George Souto NMLS #65149 - Middletown, CT
Your Connecticut Mortgage Expert

Kathleen Daniels, Probate & Trust Specialist when it feels wrong, it is usually wrong, and you wise to see that quickly.

Dec 07, 2025 01:50 PM
Kathleen Daniels, Probate & Trust Specialist

That is why we have "feelings" to meter and monitor our environment, internal and external.  Animal "instincts" if we choose to use them. In the animal world, it is about survival of the fittest (eat or be eaten); for us humans, it is preservation of peace and sanity. George Souto 

Dec 07, 2025 05:49 PM
Margaret Rome Baltimore 410-530-2400
HomeRome Realty 410-530-2400 - Pikesville, MD
Sell Your Home With Margaret Rome

Kathleen Daniels, Probate & Trust Specialist 

Love your entry. Sometimes the very best listing is the one you choose NOT to take!

Dec 07, 2025 06:15 PM
Kathleen Daniels, Probate & Trust Specialist

Thank you, Miss Margaret Rome Baltimore 410-530-2400 

Unrealistic expectations are one thing; those can usually be corrected. 

Dec 08, 2025 09:57 AM
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

Great entry into the challenge as well as a lesson to all agents Kathleen Daniels, Probate & Trust Specialist. 😊 

Dec 07, 2025 07:07 PM
Kathleen Daniels, Probate & Trust Specialist

Thank you, Bob "RealMan" Timm 

Dec 08, 2025 09:57 AM
Dr. Paula McDonald
Beam & Branch Realty - Granbury, TX
Granbury, TX 936-203-0279

You are smart to trust your gut. Too many times, we can find ourselves in a difficult situation with clients who just are not the right fit.

Dec 09, 2025 08:55 AM
Hannah Williams
HomeStarr Realty - Philadelphia, PA
Expertise NE Philadelphia & Bucks 215-820-3376

Kathleen Daniels, Probate & Trust Specialist  I agree, sometimes you know when the prospective client is not someone you want to work with. There is a tone and manner that convey disrespect.  

Dec 11, 2025 09:02 AM
Kathleen Daniels, Probate & Trust Specialist

That is so true Miss Hannah Williams - and other red flags as well.  

Dec 16, 2025 08:29 AM
Wayne Martin
Wayne M Martin - Oswego, IL
Real Estate Broker - Retired

Good morning Kathleen. When I learned how to say "What part of NO don't you understand?" in various ways, I was on my way. Unlike Mark Twain I have met people I do not like and the best thing to do is take a pass. Enjoy your day.

Dec 16, 2025 04:43 AM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Hello Wayne Martin - a dear friend of mine would frequently say:

If you don't like the answer, ask a different question. 

And

Now I know what people take an instant dislike to you - it saves them a lot of time. 

 

Dec 16, 2025 08:32 AM
Eileen Burns 954.483.3912
Douglas Elliman Las Olas - Fort Lauderdale, FL
FLorida Real Estate Connector

Your third eye aka gut works well for you Kathleen Daniels, Probate & Trust Specialist No one needs to subject themselves to arrogant folks like the one you described.  You are the professional and he was the one in need of sage advice.  Definitely not a match from the inception 

Dec 20, 2025 07:00 AM
Kathleen Daniels, Probate & Trust Specialist

Life has not always been that way - with the Freedom to just say No - thank you.  I earned my way to the privilege and blessing to be able to so.

So refreshing to be around wonderful people. 

Dec 20, 2025 10:47 AM
Rain Silverhawk
Sandpoint Realty rain@lakeandhomes.com - Sandpoint, ID
208-610-0011 Sandpoint Idaho Real Estate Realtor

love your entry and there is indeed power in the word NO.  I would say this is without a doubt the biggest thing that I struggle with.  I am by nature a peaple pleaser with a tendency to say yes even when my gut says it would be a mistake to do so.  I think Id better find that second brain, that might be the whole key to my prediciment.  LOL

Dec 25, 2025 10:14 PM
Kathleen Daniels, Probate & Trust Specialist

That second brain is within us all Rain Silverhawk - it serves me so well. 

I used to struggle with saying no, or declining invitations or opportunities - from time to time, I still may say yes, when I knew no was the way to go. 

Thank you for stopping by. 

Dec 26, 2025 08:59 AM