Motivational Interviewing for Financial Professionals: A Hands-On Workshop

Advisors and financial professionals often encounter clients who seem resistant to change; however, that resistance is often ambivalence. Motivational Interviewing (MI) offers a client-centered approach that enhances engagement, deepens conversations, and strengthens motivation for action.

In this interactive, four-hour workshop, Derek Hagen will guide you through the core principles and techniques of MI, with a focus on real-world application.

• Recognize and respond to ambivalence – understanding it as a natural part of decision-making.
• Strengthen motivation through change talk – helping clients articulate their own reasons for change.
• Applying MI skills in planning – guiding clients toward action in a collaborative, non-directive way.
• Engaging in live practice – through small group discussions and role play.