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 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 How should I handle answers during the Values Staircase™ that consist of stories?
b How can an Advisor make sure that what is captured in the "What’s Important About…To You" is positive and inspirational if the answer is phrased as moving away from a negative feeling or situation?
b When I am doing the Financial Road Map™, I get clients to the top of the stair case, where they say, “That is what life is all about.” Then they stop. This is not an emotion or a feeling. How do I get them past this point?
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™?
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