When I have completed the Values Staircase™ with the client and I’m recapping it back to them, what should I do if they interrupt me whilst I’m going up and they start talking about their values as listed on the Values Staircase™? Do I wait until they have finished talking and then continue or do I move on straight to the Goals Conversation™ once they have stopped talking about their values?

Article ID: 347
Last updated: 20 Nov, 2019
As soon as they start talking, you stop talking, at any time in any conversation you are having with a prospect or client. When this new conversation has concluded begin Pre-Commitment again... from the beginning.
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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 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 I recently had a Financial Road Map Interview™ meeting with a prospective client. She brought her Financial Road Map® to the meeting that we had partially completed during our Phone Consultation™. When I started to do the Values Conversation™ during the meeting she just referred to her original Financial Road Map® for her Values Staircase™ answers. Would you have asked her to conceal her original Financial Road Map® so we could start fresh with a new Values Conversation™?
b How do you know when a client has reached the top of the staircase on their Financial Road Map®?
b In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.
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