I gather that, at the Implementation Meeting and the Progress Meeting, the meeting should start with a review of the client’s values and goals. But rather than summarize it ourselves we should have the client walk us up their values staircase and articulate their goals. Can you give an example of how you might position that and any other notes about how to get the client used to doing that each Progress Meeting?

Article ID: 164

Last updated: 20 Nov, 2019

Either way. Most advisors we coach speak their clients’ Financial Road Map® instead of having them do it. Keep it simple – short, sweet and to the point is best. It could sound like this, “At each Progress Meeting we’ll begin with a review of your Financial Road Map®, starting with your values and then your goals. Let’s have you each speak your own values and then you can take turns with your goals.”

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