What do I do when the partner who goes second during the Values & Goals Conversations™ says, "My answers are the same as my partners," or, "I don't need to go up the Values Staircase™."

Article ID: 374
Last updated: 20 Nov, 2019
If you find yourself in the position where you selected the more dominant to go first and then the less dominant person says, "My answers are the same as his or hers."

Cover up the completed Values Staircase with a piece of paper or a notecard and then say, "They may turn out to be very similar, but the purpose of the exercise is to discuss each of your perspectives about money and hear what YOU have to say in your own words. So..... ____________, What's... important.... about money... to YOU?"
Also listed in
folder Goals Conversation™
folder Values Conversation™ -> What's Important About...To You?
folder Values Conversation™ -> Values Conversation™ Misc.


Others in this category
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 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?
b How do you recommend getting a client to answer specifically about what money means to them, rather than what money means in general?
b 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™?
b How should I handle answers during the Values Staircase™ that consist of stories?
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