When I am doing the Financial Road Map™, I get clients to the top of the stair case, where they say, “That is what life is all about.” Then they stop. This is not an emotion or a feeling. How do I get them past this point?

Article ID: 234
Last updated: 20 Nov, 2019

That may be plenty, depending on the level 3 answers that preceded it.

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folder Values Conversation™ -> Value Levels 1,2, and 3
folder Values Conversation™ -> Values Conversation™ Misc.


Others in this category
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 One client responded to What's Important About… and said to, “Feed my dog.” I responded, “What's Important About… feeding your dog…To You? I asked and the steps were a waste as everything centered on the dog. How do I move on to something else that is important?
b How do you recommend getting a client to answer specifically about what money means to them, rather than what money means in general?
b Going into my first Financial Road Map® interview, do clients ever ask or express skepticism/sarcasm at the, ‘What’s Important About…To You’ questions because it's just a fill in the blank formula. I ask because someone I practiced with asked this and I must admit that I felt a similar feeling. I know that the process works and gets to important values, but it feels almost too simple. Please offer your thoughts and perspective.
b What should I say when I am asked off topic questions or when a client's spouse interrupts the Values Conversation™?
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