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?

Article ID: 252
Last updated: 20 Nov, 2019

Maybe, maybe not. Some people are not very passionate. Some people are downright dull and boring. We are working to help you build a community of Ideal Clients. Your Ideal Clients will not need you to help them come up with level 2 and 3 answers or to cause them to be passionate. They already are passionate about what’s important to them.

That said, how is your Way of Being? When you listen to your recordings are you asking the questions in a monotone, dull, and boring way or are you asking the questions with emotion and feeling? It might go without saying, but just to be on the safe side… ask the questions with emotion and feeling. And make sure to actually ask the question as we teach it: WIA ________ … TY? And do not ad lib other questions or make comments about their answers.

Module 2: Introduction to FRM Pg. 15-17 Module 2: FRM-Existing Clients Pg. 109-110

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


Others in this category
b Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.
b Why do you start with the person who doesn't volunteer first for the Values Conversation™?
b How do you respond to a client who, during the Values Conversation™ of the Financial Road Map® Interview, keeps saying, "I'm not sure where we are going with this"? Is this a sign that I should disengage? If so, how?
b I have conducted Financial Road Maps with a few clients approximately 1 year ago. I did NOT ask them to join my Ideal Client Community at the time as I did not feel they could afford my Predictable Minimum Annual Recurring Revenue and / or they did not have enough assets. They are currently survival clients. I would like to ask them to come in again to update their Financial Road Maps and at the same time ask them to join our ideal client community as I have more clarity around their income and feel they could now pay my Predictable Minimum Annual Recurring Revenue. How would you suggest I conduct this second meeting? For example, should I ask them to bring in all their documents again, update their Financial Road Maps, and go through commitment to hire outlining exactly what they get and what it costs to join the ideal client community and see where it goes?
b I frequently work with wealthy widows. They are not part of a couple, nor are they looking to begin a relationship. Is there a version of the Financial Road Map® that has one Values Staircase™ or do you have any advice on how to effectively handle this situation the best way possible?
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