EP 127 | Motivational Interviewing with Jeremy Keil

05.10.23 | 0 Market Scale Uncategorized

Jeremy Keil is a financial advisor at Keil Financial Planners. As a specialist in retirement planning, Jeremy is dedicated to helping people learn more—and feel more confident—about their money. He served as a financial advisor at Thrivent Financial for over 20 years before beginning his work at Keil Financial Planners and formerly served as an adjunct professor at the Wisconsin Lutheran College and the Concordia University in Wisconsin. Today, in addition to his work at Keil Financial Planners, Jeremy hosts Retirement Revealed, a podcast honored among Feedspot’s Top 25 Retirement Podcasts to Follow in 2021.

Jeremy joins me today to discuss motivational interviewing and how financial advisors can approach it. He shares his journey in the financial advisory industry and explains how he discovered motivational interviewing. He describes the mutual relationship between financial advisors and clients and details why financial advisors should have compassion and empathy for their clients. Jeremy also outlines a few key questions financial advisors can integrate into their discovery meetings and highlights how launching a podcast has benefitted him as a financial advisor.

“I thought connecting with someone was just about asking questions, but motivational interviewing teaches you that it’s about open-ended questions, affirmations, reflections, and summaries.” – Jeremy Keil

This week on The Model FA Podcast:

Jeremy’s background and how he began his career as a financial advisor
How Jeremy started building his book of business as a financial advisor
What motivational interviewing is
How financial advisors can take principles from unrelated industries
Basic motivational interviewing questions financial advisors can integrate into their discovery meetings
Rolling with resistance and supporting clients’ self-efficacy
Where to learn more about motivational interviewing
The importance of practicing and role-playing motivational interviewing
How financial advisors can benefit from launching a podcast
Jeremy’s thoughts on wealth and contentment

Resources Mentioned:

Book: The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas Stanley
MINT | Motivational Interviewing Network of Trainers

Our Favorite Quotes:

“Lots of folks can be great advisors, but the systems they’re in might discourage them from making it in the industry.” – David DeCelle
“Part of motivational interviewing involves being curious about the person you’re sitting across from.” – David DeCelle
“You may be the expert in your field, but your clients are the experts on themselves: they know what works for them.” – Jeremy Keil

Connect with Jeremy Keil:

About the Model FA Podcast:

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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