What is the best way to start and/or recap the Values Conversation™ when the referred client(s) come(s) in for the Financial Road Map Interview™? Is there a script for that?

Article ID: 113

Last updated: 20 Nov, 2019

1. Cover one Values Staircase™ completely, the one from the person you believe to be less dominant from the Phone Consultation™.
2. To the person with the revealed staircase, the less dominant person, explain "When we spoke on the phone you told me What’s Important To You is…." Recap their staircase. Once you are at the top stair completed during the Phone Consultation™ you have so far, pick up with "What's Important About... the last answer... To You?"
3. Go deeper into level 3 all the way to the top of the staircase.
4. Pre-Commitment™ as usual.
5. Switch to the other person and do the same thing.

« Several of my clients (mostly women) come to me between the...

When starting the Value Staircase™ process with the "What’s... »

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