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 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 Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.
b What do you do if people discuss multiple values in an answer? Should you list multiple steps upwards?
b During the Values Conversation™ is it acceptable to list negative things if that's all the client is providing? Examples would be "no debt", "not controlled by someone else", etc?
b Going into my first Financial Road Map® interview, do clients ever ask or express skepticism/sarcasm at the, ‘What’s Important About…To You’ questions because it's just a fill in the blank formula. I ask because someone I practiced with asked this and I must admit that I felt a similar feeling. I know that the process works and gets to important values, but it feels almost too simple. Please offer your thoughts and perspective.
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