How should I handle answers during the Values Staircase™ that consist of stories?

Article ID: 199
Last updated: 20 Nov, 2019

It could sound like this. “The crux of what I heard in that story is that making a difference is very important to you, so that’s what I am going to write in this step of your staircase.” Write it down and ask, “Whats Important About making a difference To You? This should send the message that there is not room for an entire story in the box. Most people catch on and become more succinct as they move up the staircase. If and when they don’t, say something like, “I appreciate that there are probably many stories that we can discuss related to each question about what’s important to you. Unfortunately we only have an hour for our entire meeting today. I don’t want you to feel rushed to answer and, by the same token, there is no need to discuss all of these stories today. With that in mind, What’s important about the-last-answer… to you?

There is a certain art to learning to manage the time in a conversational way. The more you do this the better you will become. Remember, you have embarked on a journey that will elevate you to being a brilliant communicator. There’s no shortcut to having a black belt in anything.

When you come to the Academy you get to work with black belts. You can become a black belt also, but you must do the work. Nobody can bestow a black belt on you. It can only be earned.

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folder Values Conversation™ -> Identifying & Organizing Client's Values


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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 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 How do you know when a client has reached the top of the staircase on their Financial Road Map®?
b I recently met someone and did a self-referral. We completed his Financial Road Map® and then asked if we could meet again for me to meet his fiancée as well as his personal accountant. We met and I helped his fiancée complete her Values Staircase™ and discussed their goals. During the meeting the accountant made it clear that she was the gatekeeper for these clients, that she'd be reviewing our statements every month and that she would need to have input on the asset allocation, etc. Any advice on how to work with the accountant? The client values her and their relationship very much.
b How do you recommend getting a client to answer specifically about what money means to them, rather than what money means in general?
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