I had a great Phone Consultation™ and a client is scheduled to come in to complete the Success Road Map®. When he comes in, do I re-do the Values Conversation™ or just re-cap the Values Conversation™ and do Pre-Commitment™ ?

Article ID: 73

Last updated: 20 Nov, 2019

Yes, one option is to revisit the Values Conversation™. Start with a review of the values so far and then continue with What's Important About _____ To You?, by inserting the final value the Client named during that conversation.

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Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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