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.


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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 do you recommend getting a client to answer specifically about what money means to them, rather than what money means in general?
b Some people were analytical during the Values Conversation™ and it made them very uncomfortable. They felt under pressure to be "touchy feely". I would get the response, “What do you mean What Is Important About Money To Me?” Every response was factual as to what it would buy. Would you just politely move on to the goals section? They liked setting some goals but didn't identify with the "What are one or two words that describe what you are thinking/feeling..."
b Would you ever recommend re-doing the Financial Road Map® Values Staircase™ with existing clients now that I am much more comfortable with the process?
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.
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