On this episode of Bridging the Gap, Matt is joined by Jeremy Keil, an entrepreneur, financial advisor at Keil Financial Partners, and the podcast host of Retirement Revealed. 

Jeremy shares how he uses Surge Mindset, a method of time blocking and focusing on one task at a time to boost his productivity. He also addresses the importance of having a streamlined framework for marketing and how he finds the right team members for his business. 

Jeremy talks through his approach of motivational interviewing with clients, which involves partnership, acceptance, compassion, and empathy, and how it can lead to empowered clients who make better financial decisions. Jeremy wraps up by sharing his niche in retirement planning, the challenges of financial planning, and the importance of diversifying client investments. 

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn