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.

Attached files
item Clients having a hard time reaching Level 3 values.mp3 (889 kb) Download

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


Others in this category
b When I have completed the Values Staircase™ with the client and I’m recapping it back to them, what should I do if they interrupt me whilst I’m going up and they start talking about their values as listed on the Values Staircase™? Do I wait until they have finished talking and then continue or do I move on straight to the Goals Conversation™ once they have stopped talking about their values?
b How do I better describe my value? One potential client thought he was already living out many of his values and thus enjoying his ideal life. How do I describe that what I do provides incredible value even for the person who enjoys managing his own investments and has enough money and time to take plenty of vacations?
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 How do I identify true values in people's answers? Sometimes my clients will say so many different words; I find it difficult to identify which are the keywords.
b I’m just starting the process of conducting Financial Road Map Interviews™ and have found it takes me 45 minutes to get through the Values Conversation™. What are some tips to help shorten that to a more reasonable amount of time?
» More articles