Values Cards - Useful In and Out of the Office

After distributing the Values Cards to a financial advisory group recently, one of the advisors contacted LAG and made the following comments…

The Values Cards have been a great tool for me to have conversations with clients, friends, peers and family. These conversations lead to a discussion around goals and then around the alignment model. I have even been able to have a discussion about all of this with my eight-year-old son.

I use the cards to capture my client’s values and then tie them to their long-term vision and financial plan. I ask my clients if I see them living out of alignment if I can call them out on this. I also share and discuss with them the 4 R’s and the Freeze Game. All this has helped me better focus on my own values and goals, as well as change my behaviors (thoughts, feelings and actions) and align myself back to my own Moral Compass (or Ideal Self). All great stuff!!

Visit here  to learn more or purchase a copy or call our office at 612-333-8791.