Latest / Planning & Beyond® - Where financial planning meets human understanding

37. Motivational Interviewing: Guiding Clients Towards Change Without Being Pushy with Jeremy Keil
Text us to share what you found helpful!
You've been to those conferences. Every speaker says "the key to success is asking great questions" - then they stop talking. Maybe they give you one or two magic phrases, but nobody teaches you how to actually have these conversations.
In this episode, CFP Jeremy Keil breaks down motivational interviewing (MI) - a framework that transforms how advisors guide clients through financial decisions. Jeremy shares how he discovered MI through his wife (an elementary school counselor), invested in the training, and completely shifted his approach to client…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.