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 On your CD Financial Road Map™ interview with Barbara and Justin, you said more than once, “You’ve said a couple things here”, are you putting each point on a separate line or combining for one line?
b What if someone gets stuck on the Financial Road Map®? For example, we’re going up the Values Staircase™ and they say, “Taking care of my kids.” And I say, What’s Important About taking care of your kids, To You?” And they say, “I don’t know what’s important about that. It just is.” I tried projecting into the future but hit the same roadblock. Is there anything else I can do to help them move up further, or should I just stop there even if it is only ½ way up the Values Staircase™?
b How should I handle answers during the Values Staircase™ that consist of stories?
b When conducting the Values Conversation™ with a couple, what should you do when they consistently interact with each other? For example in working with the husband, the wife would interject something. I reminded her that we would get to her shortly, that this was a discussion with the husband. The husband would then answer and confer with the wife or otherwise engage her. When it was the wife’s turn, the same thing happened, a lot of back and forth conversations. I would repeatedly steer them back but it was like herding cats. What is the suggestion for making it clear that it is a separate conversation for each of them?
b What are your suggestions for clients that are having trouble even getting started up the Values Staircase™? I have had a couple clients that answer the "What’s Important About Money... To You" question with answers like “growth” or “retirement”. Even after I try to get them to take a step back and look at the question more broadly, they are still answering with very specific answers that seem more like goals.
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