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İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil

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İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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:

  1. Surface-level
  2. Goals and underlying motivations
  3. Vulnerable, profound discussions

While 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 here
Connect with Jeremy on LinkedIn here
Websites Mentioned:
Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)
Books Mentioned:
Motivational Interviewing: Helping People Change and Grow

Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful 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.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

  continue reading

190 bölüm

Artwork
iconPaylaş
 
Manage episode 395722577 series 3460679
İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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:

  1. Surface-level
  2. Goals and underlying motivations
  3. Vulnerable, profound discussions

While 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 here
Connect with Jeremy on LinkedIn here
Websites Mentioned:
Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)
Books Mentioned:
Motivational Interviewing: Helping People Change and Grow

Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful 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.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

  continue reading

190 bölüm

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