On your CD Financial Road Map™ interview with Barbara and Justin, you said more than once, “You’ve said a couple things here”, are you putting each point on a separate line or combining for one line?

Article ID: 250

Last updated: 20 Nov, 2019

Yes. Write them in the order you receive them moving from the bottom step upwards. Then pick up with the last answer: “What’s Important About the-last-answer… To You?”

Module 2: FRM-Existing Clients pg. 104-105

Also listed in

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

« When I am doing the Financial Road Map™, I get clients to the...

I recently had a Financial Road Map Interview™ meeting with a... »

Others in this category

How do I better describe my value? One potential client thought he was already living out many of his values and thus enjoying his ideal life. How do I describe that what I do provides incredible value even for the person who enjoys managing his own investments and has enough money and time to take plenty of vacations?

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?

I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.

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.

I’m just starting the process of conducting Financial Road Map Interviews™ and have found it takes me 45 minutes to get through the Values Conversation™. What are some tips to help shorten that to a more reasonable amount of time?

» More articles