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Watch below for a short 5 minutes education on how to use your values:
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How to run a values session, step by step
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Adviser: Draw their attention to one card at a time, from most important to least. For each card, go through the below process to understand what the card means to them and why that’s important for them. The way we do this is by asking why up to 5 times (in different ways, such as “What does that mean?” or “Could you explain that a bit more?”). The ‘5 Whys’ is a root-cause analysis method that generally gets to the real heart of the question.
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For further guidance on how to run a Values session review our Webinar: Discover your client's values with Lumiant.