What should I say when I am asked off topic questions or when a client's spouse interrupts the Values Conversation™?

Article ID: 83
Last updated: 20 Nov, 2019

You cannot let the spouse speak during this time. You should be faster at stopping him/her from speaking than he/she is at speaking.

It’s up to you to interrupt at the appropriate time to keep the meeting on time and still keep the meeting conversational. You say things like, “I really appreciate how much you are sharing, but we agreed to keep this meeting to an hour today…” Or “in the 35 minutes we have left we have a lot to cover, so…” Or "I appreciate all the information you're sharing with me, but at this rate we'll never get done in the hour.

Follow the script and do what you're supposed to do when we teach you to do it. When you listen to your recordings you may find that the client isn’t really the problem. It may be you who is asking unnecessary questions that create long discussions about things that are not relevant to helping them decide if they want to hire you and whether or not you want to be hired.

Know where you are in the Financial Road Map Interview™, so if you get sidetracked you can come back to the place where left the process and the script.

Answer questions succinctly and directly and then ask a question or make a statement that brings the conversation back into the Financial Road Map Interview™ where you left off.

Also listed in
folder Values Conversation™ -> Values Conversation™ Misc.


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b When conducting the Values Conversation™ with a couple, what should you do when they consistently interact with each other? For example in working with the husband, the wife would interject something. I reminded her that we would get to her shortly, that this was a discussion with the husband. The husband would then answer and confer with the wife or otherwise engage her. When it was the wife’s turn, the same thing happened, a lot of back and forth conversations. I would repeatedly steer them back but it was like herding cats. What is the suggestion for making it clear that it is a separate conversation for each of them?
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