If I only took one spouse up the Values Staircase™, do I go up (review) the staircase before I take the spouse who did not go up the staircase? Or do I take the new spouse and then go over both of their values together.

Article ID: 204

Last updated: 20 Nov, 2019

This is a question from someone who is using our referral process and had the Values Conversation™ with one spouse on the phone prior to the Financial Road Map Interview™

Start over. Begin with the spouse who was not on the phone. Then take the second spouse through the Values Conversation™ again. This time their spouse gets to hear their answers and that’s a very good thing.

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Values Conversation™ -> Values Conversation™ Misc.

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When I have completed the Values Staircase™ with the client and I’m recapping it back to them, what should I do if they interrupt me whilst I’m going up and they start talking about their values as listed on the Values Staircase™? Do I wait until they have finished talking and then continue or do I move on straight to the Goals Conversation™ once they have stopped talking about their values?

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