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#FASuccess: Deirdre van Nest on building an emotional connection

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Welcome to the 250th episode of Financial Advisor Success Podcast,

My guest on today’s podcast is Deirdre Van Nest. Deirdre is the founder of Crazy Good Talks, a communication coaching firm that helps financial advisors become better communicators in both private and public settings, to help their clients and prospects really take the next desired step.

What is unique about Deirdre, however, is that she has developed a very specific process that she uses to teach mentors how to employ a variety of foundational storytelling, which in turn allows them to interact with the people they love. Lets build a deeper connection with who they are trying to reach and connect with. ,

In this episode, we talk in-depth about why Deirdre thinks it’s less important for advisors to worry about whether or not they’re communicating with what people “get” what they’re saying. And it is more important to focus on how to make) years Emotional rather than connections), how Deirdre teaches financial advisors to take the technical body of material that every other advisor (as well as the public) has and present it in such a way that the prospects for taking a specific next course of action. Why would Deirdre be more inclined, and why Deirdre thinks every financial advisor can learn to be a highly effective and emotionally compelling communicator, even those advisors for whom public communication doesn’t come naturally.

We also talk about the important question that Deirdre recommends that advisors should ask in the first 30 minutes of a potential meeting, which, as she says, is “in their heart rather than in their head”, why, the answer. After getting that question, counselors should refrain from showing prospects how they can solve an issue, dealing with a prospect and instead using one of their own basic why, desire, or teaching stories. Use the opportunity to create empathy by sharing what they do, and why Deirdre believes that mentors who genuinely feel that the service they are providing is in the best interest of the people they work for. do a Obligation Learn to be as persuasive, persuasive and compelling as possible.

And be sure to listen to the ending, where Deirdre shares how consultants can create intangible service, by emphasizing (and even emphasizing) on ​​their planning process (rather than focusing on their service alone). Nomenclature) provide more tangible in the eyes of prospects. The change in mindset that Deirdre did in potential meetings that helped her instead of feeling pressured to do absolutely everything to close the sale, instead of simply helping the person she was meeting, and why Deirdre should Looks like it’s so important for advisors to see their words, messages, and stories as business assets that require them to invest their time and effort over time.

And so with that introduction, I hope you enjoy this episode of the Financial Advisor Success Podcast with Deirdre Van Nest.

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