Sometimes it is hard to get a client or prospect to move into a level 3 response. Does this more often speak to an Advisor’s skill level or the fact that some clients have a hard time getting to Level 3 responses themselves?

Article ID: 148
Last updated: 20 Nov, 2019

Not so much advisor skill level as advisors experience and Way of Being™. Everyone has high level 3 values. Most advisors who are new to Values-Based Financial Planning™ tend to be a little stiff and self conscious when conducting Values Conversations™. The more you do the better you get. You become relaxed so they become more relaxed.

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folder Values Conversation™ -> Value Levels 1,2, and 3


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