It's tricky to mix business and pleasure - but it can be done. Joe developed a friendship with his clients Carl and Deb and was delighted when they called to sing "Happy Birthday."
It did take a little away when they followed the song by asking for some free advice.
Joe felt the genuineness in the birthday greeting and didn't mind too much, but he decided to set a boundary. He's going to their home Sunday to watch football, and intends to notify them:
- If you have any clinical questions for me, please ask them now, because once the game starts, Joe the Clinician is leaving the building so Joe the Guy can enjoy the game.
Good call, don't you think?