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?

Article ID: 162

Last updated: 20 Nov, 2019

1. Listen to your recordings
2. You may be repeating their answers too many times before you ask next question.
3. You may be summarizing all of the previous answers before you ask What’s Important About…To You? Only ask What’s Important About…To You for the last answer without summary of previous answers.

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