What if Values-Based Financial Planning™ just doesn't work with my clients?

Values-Based Financial Planning™ is predicated upon the fact that people have Values and Goals that are meaningful to them, and those Values and Goals should be respected and used as the basis of their financial strategies. Unless your Clients lack personal Values and Goals, the principles of Values-Based Financial Planning™ apply to creating an inspiring experience for them … no matter whom they are or where they live. If you are experiencing problems in implementing the principles, ask yourself:

“Am I applying all of the principles exactly as they are taught … or am I picking and choosing among them based upon my own degree of comfort?”
“Am I projecting my fears or biases upon my Clients … or are they actually resisting the experience?”
“Am I conducting myself with confidence … or am I allowing my self-doubt to surface during my meetings?”

Your problem is likely to be related to your present level of skill and confidence rather than to the principles themselves (since Values-Based Financial Planning has been enhancing the experience of Clients of every age, socio-economic level and physical location for approximately 20 years). As Jim Rohn would say, “Don’t wish it were easier … wish you were better.”