Enhancing Client Engagement: Motivational Interviewing in Financial Planning
Includes a Live Web Event on 07/08/2026 at 12:00 PM (MDT)
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- Non-member - $49
- Member - $29
Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. MI helps explore your clients' own reasons for change in a collaborative way that puts the clients' interests first. In this presentation, you'll learn what MI is and how to use it in your financial planning practice. MI is composed of four stages, engaging, focusing, evoking, and planning, which integrate nicely into your work with clients. You'll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries. Your clients are already motivated. MI helps your clients identify and strengthen that motivation.
Competency Level: Intermediate
FPA Competency: Interpersonal Impact
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 1
- Learn what Motivational Interviewing (MI) is and how it can help your clients succeed
- Understand the MI stages (engaging, focusing, evoking, and planning) and how they fit into your financial planning process
- Understand the skills used in MI - Open-ended prompts, affirmations, reflections, and summaries
Derek Hagen, CFP®, CFA, FBS®, CFT™, CIPM
Lead Financial Advisor at Root Financial and the founder of Meaningful Money
Derek Hagen, CFP®, CFA, FBS®, CFT™, CIPM is a Lead Financial Advisor at Root Financial and the founder of Meaningful Money, where he has written and illustrated a weekly blog exploring money, meaning, and motivation since 2017. With credentials spanning financial planning, financial therapy, behavioral finance, and the science of meaning and purpose, Derek works at the intersection of the technical and human sides of financial planning. He believes the most important financial question isn't how much money, but what that money is for.
Derek is known for translating complex financial and psychological concepts into practical, human-centered conversations that help advisors move beyond technical expertise toward deeper client impact. Through his teaching, writing, and speaking, he challenges financial professionals to elevate their role as guides in the moments when money, meaning, and identity collide.
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