Going below the surface
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Going below the surface
02 // Why personal values?
Personal values are beliefs about what is worthwhile and meaningful in life. They define what success looks like for each of us.
They express desirable goals which we are intrinsically motivated to pursue.
Exploring their values is an opportunity for your clients to reflect on their priorities, assess their goals and clarify what they need money for.
What advisers say
03 // More
This map represents a set of values or goals that are common to all of us. Indeed, there is a bit of Competitive, Compassionate, Conservative and Creative & Curious in all of us. However, there is an inherent conflict between some values which leads us to make trade-offs and prioritise certain goals.
The test uncovers people's priorities.
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