How do you respond to a client who, during the Values Conversation™ of the Financial Road Map® Interview, keeps saying, "I'm not sure where we are going with this"? Is this a sign that I should disengage? If so, how?

It could be a signal to disengage, but it's more likely they are feeling some pressure to provide the "right" answers. You probably just need to be more relaxed when you ask the questions during the Values Conversation™. How does it sound to you when you listen to your recordings of your Financial Road Map® interviews?

Sometimes a person just needs a little reassurance. In that case say something like, "you're doing fine by answering whatever comes to mind naturally when you think about what's important about ___________ to you. Where 'we are going' is wherever you take me in our discussion about what's important to you." Then ask the next question in a relaxed and curious manner. The bridging comment, "___________ means different things to different people... what's important about __________ to you?" can also be helpful on occasion, just don't over use it.