Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
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-level
Goals and underlying motivations
Vulnerable, profound discussions
While all three levels are necessary to building trust and meaningful relationships, it’s the third level of communication—vulnerable, profound…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.