17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen

Text us to share what you found helpful!Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that enhances client engagement and facilitates meaningful change. Join host Ashley Quamme and guest Derek Hagen, Director of Education at Money Quotient, as they unpack this evidence-based approach to deeper client conversations.In this episode, you'll learn:How to resist the "righting reflex" and create space for authentic client discoveryThe four key components of motivational interviewing (Spirit, Stages, Skills, and Speech)Practical techniques for implementing MI in different meeting contextsStrategic ways to offer advice that empowers rather than directsReal-world applications for discovery meetings, annual reviews, and major life transitionsWhether you're helping clients navigate retirement relocations or complex financial decisions, you'll gain actionable strategies to enhance your practice through more effective communication. Perfect for financial advisors looking to deepen client relationships and create more impactful outcomes.Featured Guest: Derek Hagen, Director of Education and Communication at Money Quotient, financial behavior specialist, and motivational interviewing expert.Resources Mentioned in This Episode:Motivational Interviewing (4th Edition) - Miller & RollnickPsychwire.com - Learn MI directly from the foundersMoney Quotient's Motivational Interviewing Bootcamp with Derek HagenFor additional learning: Search "Motivational Interviewing" on YouTube for introductory contentConnect with Derek: Derek Hagen on LinkedInMoney QuotientConnect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn