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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.

Article ID: 373
Last updated: 20 Nov, 2019

"Nope. I'm just a really good Financial Advisor who will help you align your most important goals with your most important goals."

Also listed in
folder Before Financial Road Map™
folder Values Conversation™
folder Referral Process/ Misc.
folder Miscellaneous
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Initial Contact with Prospective Clients
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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b In a recent Phone Consultation™ I had the referral go all the way up the Values Staircase™ after which we continued halfway up the other one. While this was one of the more extreme number of steps, I do run out every now and then while on level 3. The Financial Road Map® tends to get a little messy as I draw additional steps to the staircase. What would be a practical way with finesse to continue without losing the flow of the conversation?
b What do you think of this scripting when the prospective clients are talking in great detail: “I appreciate that you want to tell me the details about this, and should we decide to work together professionally, I will need to know more. For the purpose of this exercise, however, I just need to summarize the facts. I have 8 minutes budgeted for this. Would you be willing to give me a few minutes to go through your documents?"
b I conducted a Phone Consultation this evening with a couple. I made the offer to complete their Financial Road Map®, which they accepted. When they come in for the Financial Road Map®, experience, do I pre-populate the values staircase for them, have them review it, and begin with the scripting from that point, or do I do the whole values staircase conversation again?
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 recommend getting a client to answer specifically about what money means to them, rather than what money means in general?
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