Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy KeilEmpathy 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 cem...2024-01-1645 minThe Efficient Advisor: Tactical Business Advice for Financial Planners029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy KeilYou might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good. Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his pract...2022-05-2441 minThe Efficient Advisor: Tactical Business Advice for Financial Planners026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy KeilAre you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months. Yes, you heard me correctly. 12 months. You will walk away from this episode with:What you need to do first before you do any marketingSpecific exam...2022-05-0358 min