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I conducted a Phone Consultation this evening with a couple. I made the offer to complete their Financial Road Map®, which they accepted. When they come in for the Financial Road Map®, experience, do I pre-populate the values staircase for them, have them review it, and begin with the scripting from that point, or do I do the whole values staircase conversation again?

Article ID: 572
Last updated: 20 Nov, 2019
If you did both of their Values Staircases on the phone, you pre-populate and begin with Pre-Commitment with each spouse.
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folder Values Conversation™
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Phone Consultation™
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.
folder Values Conversation™ -> Values Conversation™ Misc.

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