Why do you start with the person who doesn't volunteer first for the Values Conversation™?

Article ID: 287
Last updated: 20 Nov, 2019
The reason for this is to allow the “less dominant” person to go first so they are not influenced at all by their “more dominant” partner answers during the Values Staircase™. You will discover that many people with whom you conduct Financial Road Map Interviews™ with have never had this kind of conversation before either professionally or with their partner/spouse. Allowing the “less dominant” person to go first could possibly lead to a new discovery for both partners.
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folder Values Conversation™ -> Values Conversation™ Misc.


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b 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?
b 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™?
b Why shouldn't I use words like "great" or "good answer" after my clients value responses?
b I am having difficulty having prospective clients 'open up' when I ask them "What is Important About Money to You." Are there some other questions to help dig deeper into what a prospective client really thinks is important to them?
b How do you recommend getting a client to answer specifically about what money means to them, rather than what money means in general?
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