24 min listen
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
46 minutes
Released:
Jan 16, 2024
Format:
Podcast episode
Description
Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients. In this episode, Libby and Jeremy dissect the following three levels of communication:Surface-levelGoals and underlying motivationsVulnerable, profound discussionsWhile all three levels are necessary to building trust and meaningful relationships, it’s the third level of communication—vulnerable, profound discussions—that cements an advisor's indispensability. Jeremy's insights on asking strategic questions are key to building lasting bonds with your clients. Libby and Jeremy discuss the transformative power of motivational interviewing, a nuanced form of communication that can strengthen the bond between financial advisors and their clients. Originating from psychology, motivational interviewing helps guide discussions about change and helps clients articulate their financial goals, while highlighting the importance of tailoring advice to a client's unique life situation.Whether you're a seasoned financial advisor or new on the block, this episode is laden with strategies and insights to communicate with intention and foster trust with your clients. Let’s go!—------------------------------------LINKS FROM THIS EPISODE:Check out Jeremy’s website hereConnect with Jeremy on LinkedIn hereWebsites Mentioned: Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)Books Mentioned:Motivational Interviewing: Helping People Change and GrowDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jan 16, 2024
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners