When I do progress meetings with clients and review the Values Staircase™ I originally did with them a year or two years ago, it does not feel as crisp as a new one would. Would you ever recommend re-doing the Values Staircase™ with existing clients now that I am much more comfortable with the process?

Article ID: 20

Last updated: 20 Nov, 2019

Very unlikely. A good recap should be quite compelling as they are looking at their entire Financial Road Map® as the foundation for every progress meeting. You might also have them read their values form the Financial Road Map® out loud because them saying their values instead of you will be more compelling and emotional. It’s okay to ask something like, “What are you thinking and feeling as you read your values aloud?” “Does that still ring true for you?”

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