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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At last Progress Meeting I asked for introductions and this was the response. "We have approached our friends and everybody is in the frame of mind they have their things in order, they have their ducks in a row and don't want to talk about it?" I responded - this is about sharing the positive experience that you have had with Values-Based Financial Planning™( security, peace of mind) and allowing others to have a Financial Road Map® to guide their decisions. Bill how would you have responded?

I recently asked an Ideal Client to commit to the 3 meeting process by putting our next 3 meetings on the calendar. She replied, "Honestly that's hilarious! I don't even know what next week looks like". She left our meeting with only the next meeting on the calendar but I would like to get the other 2 meetings on the calendar. My reaction is to explain that to deliver comprehensive advice; that it helps to be totally organized with all my deliverables team well in advance. Is there any way to approach the comment or think about her response?

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?

At which progress meeting should I do the Quality of Life Enhancer Exercise®?

How often do you update the Financial Road Map® and what exactly is updated?

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