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Going into my first Financial Road Map® interview, do clients ever ask or express skepticism/sarcasm at the, ‘What’s Important About…To You’ questions because it's just a fill in the blank formula. I ask because someone I practiced with asked this and I must admit that I felt a similar feeling. I know that the process works and gets to important values, but it feels almost too simple. Please offer your thoughts and perspective.

Article ID: 582
Last updated: 20 Nov, 2019
Not if you do it right. If you really care about listening to people talking about what's important to them, they will enjoy telling you what's important.
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folder Miscellaneous
folder Financial Road Map® Misc.
folder Values Conversation™ -> What's Important About...To You?
folder Values Conversation™ -> Values Conversation™ Misc.

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