How do I identify true values in people's answers? Sometimes my clients will say so many different words; I find it difficult to identify which are the keywords.

Article ID: 197
Last updated: 20 Nov, 2019

The values element of their answer will have more emotion in the words.

As you gain more experience you will also learn to recognize that some words represent values and others do not. For example, security is a value. Retirement is a goal.

Also listed in
folder Values Conversation™ -> Identifying & Organizing Client's Values


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b 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?
b Why shouldn't I use words like "great" or "good answer" after my clients value responses?
b When I ask, "Who would like to go first" I have had three occasions where the husband refereed to the wife out of being polite. So I said, "Well I learned a long time ago to start with the person who does not volunteer” and I start with the husband. When we change over to the wife she says, "Well my answers are the same as him and they just repeat his answers and really don't want to progress up the staircase. How do I determine who to start with?
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b I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.
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