Are all positive feelings considered Level 3 values?

Article ID: 198
Last updated: 20 Nov, 2019

No. Level 3 answers are akin to what Maslow described as self-actualization.

On the one hand you want to learn the process and on the other hand try not to over-think it. Relax. Ask the questions. Enjoy the conversations.

It’s supposed to be fun – for them and you.

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


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b During the Values Conversation™ I often get the response "Give me an example of what you are looking for,"after I ask the question, "What's Important About...To You?" Could you offer some advice?
b In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.
b Would you ever recommend re-doing the Financial Road Map® Values Staircase™ with existing clients now that I am much more comfortable with the process?
b I frequently work with wealthy widows. They are not part of a couple, nor are they looking to begin a relationship. Is there a version of the Financial Road Map® that has one Values Staircase™ or do you have any advice on how to effectively handle this situation the best way possible?
b I am having difficulty having prospective clients 'open up' when I ask them "What is Important About Money to You." Are there some other questions to help dig deeper into what a prospective client really thinks is important to them?
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