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In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.

Article ID: 456
Last updated: 20 Nov, 2019
Just relax and let them say whatever they say when you ask the question. Some people need to express the tangible before they move up the staircase into their values. Remember, this conversation is meant to be pleasant and enjoyable for them, not a forced march up their Values Staircase™ or an interrogation. Listen to your recordings.
Also listed in
folder Values Conversation™
folder Goals Conversation™
folder Values Conversation™ -> What's Important About...To You?
folder Values Conversation™ -> Value Levels 1,2, and 3
folder Values Conversation™ -> Identifying & Organizing Client's Values
folder Values Conversation™ -> Values Conversation™ Misc.

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