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

Planning & Beyond®

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 discovery
• The four key components of motivational interviewing (Spirit, Stages, Skills, and Speech)
• Practical techniques for implementing MI in different meeting contexts
• Strategic ways to offer advice that empowers rather than directs
• Real-world applications for discovery meetings, annual reviews, and major life transitions

Whether 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 & Rollnick
• Psychwire.com - Learn MI directly from the founders
• Money Quotient's Motivational Interviewing Bootcamp with Derek Hagen
• For additional learning: Search "Motivational Interviewing" on YouTube for introductory content

Connect with Derek:

• Derek Hagen on LinkedIn
• Money Quotient

Connect with Ashley:

• Website: www.planningandbeyond.com
• Ashley Quamme on LinkedIn