During the Values Conversation™ is it acceptable to list negative things if that's all the client is providing? Examples would be "no debt", "not controlled by someone else", etc?

Article ID: 202
Last updated: 20 Nov, 2019

Yes and typically they will shift to positively framed answers as they move up the staircase.

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


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b During most of the Financial Road Maps® that I’ve conducted, I have been able to involve both spouses/partners in the experience. I believe prospects have appreciated the joint involvement. During the Values Staircase™ conversation, their responses are shallow compared to the experiences shared on the BAI CD/DVD resources and the practices sessions at the Academies. The Academies buzz with Level 2 and 3 answers. My prospects barely get to mid level 2. The husband’s highest level answer was “I’m there” as his 8th response. The wife ended up with “No worries” as her 11th response. Do you have any thoughts on how I can help the prospects create more passion in their responses?
b When you ask the What’s Important About…To You,” question and sometimes you say, “So let’s say you’re there….along with the What’s Important About…To You? question”. How do you decide which one is more appropriate?
b I'm new to Values-Based Financial Planning™ and am looking forward to the Academy 1 in October. In the meantime, I wanted your guidance on the following: I've been referred to a young family man who is dying. I'm wondering about how he'll react to a question like, “What’s Important About… To You?” and probably more so to the question about his tangible goals... especially as he doesn't have much of a road to look down. How do you handle conversations with people who are dying, especially young people with families?
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 Are all positive feelings considered Level 3 values?
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