Do I take out the Financial Road Map® that was completed on the Phone Consultation™ and recap the Values Staircase™ trying to take them higher? Then go into Pre-Commitment™?

Article ID: 308
Last updated: 20 Nov, 2019
1. Cover one Values Staircase™ completely, the one from the person you believe to be less dominant from the Phone Consultation™.
2. To the person who is less dominant, explain "When we spoke on the phone you told me What’s Important About To You is…." Recap their Values Staircase™. Once you are at the top stair completed during the Phone Consultation™ you have so far, pick up with "What's Important About… the last answer… To You?"
3. Go deeper into level 3 all the way to the top of the staircase.
4. Pre-Commitment™ as usual.
5. Switch to the other person and do the same thing.

The important aspect to remember is to have the correct Way of Being™ when reviewing the Values Staircases™ done during the Phone Appointment. This will allow the client to get back to the right state of mind for completing their Values Staircase™ and get to Level 3 responses.
Also listed in
folder Financial Road Map® Misc.
folder Values Conversation™ -> Values Conversation™ Misc.


Others in this category
b Sometimes a response to a What’s Important About…To You? question is a story or an example, but no value words are used. What do you write down?
b Why is it so important that you finish the "What's Important About ___To You" with the "To You?" It seems like there were a number of times on the DVD where you are almost hastily trying to get that last part "To You" in before the client starts answering?
b I have known most of my clients for 15 to 20 years and so it seems a bit awkward for me to "switch gears" in the review process to begin asking "What's Important To You About ------ To You". Any suggestions to make this transition?
b I set up an Financial Road Map Interview™ with a client but the appointment, in his mind, is going to be like our previous appointments. It seemed jarring to him to launch into the Values Conversation™. He told me, very nicely, that his mind wasn't geared to think that way for this appointment and he really couldn't think of anything to say. I told him there were no wrong answers and that this was a fun exercise. We tried again and he was still stumped. I set it aside but wanted to know if there was a more graceful exit to the process and a better way to prep my potential clients other than that I am upgrading my business model, etc.?
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?
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