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When you ask the What’s Important About…To You,” question and sometimes you say, “So let’s say you’re there….along with the What’s Important About…To You? question”. How do you decide which one is more appropriate?

Article ID: 296
Last updated: 20 Nov, 2019

I only project them into the future using the “So, let’s say you’re there language” when they are stuck in loop of 2 or more values responses, usually 2, values on the staircase. Sometimes I do this before they get stuck because after a few thousand Values Conversations™ I can sometimes anticipate they are about to get stuck and I use this as a preemptive measure to keep the conversation flowing up the staircase without them getting stuck. For now, just use this technique when your prospect or client gets stuck in a loop. The more you do it the better you get.

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folder Values Conversation™ -> What's Important About...To You?


Others in this category
b During the Values Conversation™ is it acceptable to list negative things if that's all the client is providing? Examples would be "no debt", "not controlled by someone else", etc?
b I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.
b During most of the Financial Road Maps® that I’ve conducted, I have been able to involve both spouses/partners in the experience. I believe prospects have appreciated the joint involvement. During the Values Staircase™ conversation, their responses are shallow compared to the experiences shared on the BAI CD/DVD resources and the practices sessions at the Academies. The Academies buzz with Level 2 and 3 answers. My prospects barely get to mid level 2. The husband’s highest level answer was “I’m there” as his 8th response. The wife ended up with “No worries” as her 11th response. Do you have any thoughts on how I can help the prospects create more passion in their responses?
b In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.
b During the Values Conversation™, the client sometimes goes down a path about a particular aspect of their life, like travel, and may even get to level three, but then indicate that there are some level one and two responses in some other area of their life like children or community. How do we best encourage the client to transition to these other areas of their lives in the conversation without complicating or disrupting the flow of the process?
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