I recently had a Financial Road Map Interview™ meeting with a prospective client. She brought her Financial Road Map® to the meeting that we had partially completed during our Phone Consultation™. When I started to do the Values Conversation™ during the meeting she just referred to her original Financial Road Map® for her Values Staircase™ answers. Would you have asked her to conceal her original Financial Road Map® so we could start fresh with a new Values Conversation™?

Article ID: 251

Last updated: 20 Nov, 2019

If she was alone I would just use what she said on the phone, perhaps recapping what she said and then picking up with her last answer and moving further up into level 3.

If she was with a spouse or partner, I would start with a blank Financial Road Map®, work with her partner first, and then start at the beginning of her Values Conversation™ so her partner could here her answers in her words.

Also listed in

Values Conversation™ -> Values Conversation™ Misc.

« On your CD Financial Road Map™ interview with Barbara and...

During most of the Financial Road Maps® that I’ve conducted, I... »

Others in this category

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?

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?

How do I get my clients to continue on to the level 3 values during the Values Staircase™?

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?

I know that I shouldn't prompt for an answer when I ask, "What's Important About Money......To You?" However, do you have any suggestions on "alleviating" the client's "anxiety"? Also do you think this is because of their experience (or lack of experience as it pertains to planning) or is it my Way of Being™?

» More articles