I am having trouble with clients who seem to have no goals. So they are trying to answer questions they seem to have no idea about. I was thinking of creating a slide show similar to the one you did with us. "i.e. if you can see it you can be it" I myself found that truly inspirational and for me was then far easier to think big and open up properly. I was thinking of doing it before the values conversation to really get them in the right frame of mine about creating their ideal life. What are your thoughts?

I have several ideas that might be helpful for you.

1. Do NOT "create a slide." Values-Based Financial Planning is deliberately "low-tech." You want the focal point to be between you and them, not you talking while they look at a screen. And MOST DEFINITELY do not add anything to the front of the Financial Road Map interview before the Values Conversation!
2. Keep in mind that you are building an IDEAL Client Community. Ideal Clients DEFINITELY have goals without prompting and coaching.
3. Why would even a non-Ideal Client meet with a Financial Advisor if they have no reason for doing so? Those reasons are goals.

It's especially hard for me to imagine, after a couple has just talked about what's important to them, that they draw a blank about the tangible things that want to have / do that require money and planning to achieve.

Listen to your Financial Road Map® Interview recordings and pay particular attention to how well you are following the script. Perhaps something you are saying (or not saying) or your way of being is triggering an unusually high "I have no goals" response rate.

If this is happening to you frequently, you have certainly stumbled into a group of people you want to get away from as quickly as possible.