When conducting the Values Conversation™ with a couple, what should you do when they consistently interact with each other? For example in working with the husband, the wife would interject something. I reminded her that we would get to her shortly, that this was a discussion with the husband. The husband would then answer and confer with the wife or otherwise engage her. When it was the wife’s turn, the same thing happened, a lot of back and forth conversations. I would repeatedly steer them back but it was like herding cats. What is the suggestion for making it clear that it is a separate conversation for each of them?

Article ID: 253

Last updated: 20 Nov, 2019

Keep in mind that one of the key benefits of the Financial Road Map® is for you to discover how people really are and determine whether or not you want to invite them to join your Ideal Client Community. Do you want to have people in your Ideal Client Community who are like herding cats?

Remember, Values Based Financial Planning™ is not a sales process for you to convince everyone you meet to become client. Values Based Financial Planning™ is a filtering process for you to build your Ideal Client Community.

Imagine what it will be like in 4 years or less when you have your Ideal Client Community generating all the Predictable Minimum Annual Recurring Revenue you need to be living your Ideal Life?

Module 2: Introduction to FRM Pg. 15-17

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