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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b What happens if a client gets stuck on a Level 1 answer or repeats themselves?
b I'm new to Values-Based Financial Planning™ and am looking forward to the Academy 1 in October. In the meantime, I wanted your guidance on the following: I've been referred to a young family man who is dying. I'm wondering about how he'll react to a question like, “What’s Important About… To You?” and probably more so to the question about his tangible goals... especially as he doesn't have much of a road to look down. How do you handle conversations with people who are dying, especially young people with families?
b What if someone gets stuck on the Financial Road Map®? For example, we’re going up the Values Staircase™ and they say, “Taking care of my kids.” And I say, What’s Important About taking care of your kids, To You?” And they say, “I don’t know what’s important about that. It just is.” I tried projecting into the future but hit the same roadblock. Is there anything else I can do to help them move up further, or should I just stop there even if it is only ½ way up the Values Staircase™?
b Are all positive feelings considered Level 3 values?
b One client responded to What's Important About… and said to, “Feed my dog.” I responded, “What's Important About… feeding your dog…To You? I asked and the steps were a waste as everything centered on the dog. How do I move on to something else that is important?
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