Motivational Interviewing for Financial Advisors

Special Topics Series Presents:

Motivational Interviewing for Financial Advisors

What is MI for Financial Advisors?

Do you have clients who:

Won’t save Money
Spend too much
Won’t implement recommendations (Estate Plan, Insurance, Savings, Tax Strategies)
Panic when the market goes down
Chase returns when markets go up (want to pick the best ETF)
Never feel like they have enough
Can’t make a decision about - Retirement, Moving into housing for the next phase of life, Changing Careers, Making a big Purchase and many more

And they won’t follow your advice!

Who Can Attend?

Any helping professional interested in learning more about he utilization of Motivational Interviewing and Financial Advising.

Jim Kantowski, CFP®, CPA (above)

Chris Miles, MSW, LCSW (below)

What you will learn in this course:

The 3 Communication Styles: Directing - Guiding -Following
How persuasion and advice-giving can be counterproductive in helping your client's progress toward reaching their goals
How the concepts and skills of MI can help with better client outcomes
How the concepts and skills of MI can help you become a better Financial Planner

For a limited time

FREE!

Get started!

Please review our FAQs before registering.

100% Email Privacy. We Will Never Spam You

Speaker Bios:

Chris Miles, MSW, LCSW

Chris Miles is a Licensed Clinical Social Worker and Mental Health Therapist specializing in behavior change and stress management. Chris is an experienced speaker and has provided Motivational Interviewing (MI) training to a wide variety of professionals throughout the U.S. in such fields as healthcare, mental health & social services, education, and financial planning. She is a member of the Motivational Interviewing Network of Trainers (MINT) and the lead MI trainer for MI Center for Change, LLC. She currently works for HCA Mission Healthcare System in Asheville, N.C. where she facilitates educational classes and provides counseling support to patients in their outpatient pulmonary and cardiac rehabilitation programs. Chris lives in Asheville, NC with her husband, two teenagers, and West Highland Terrier, Fenway. She loves to travel to new places with them and meet others from different cultures and backgrounds.

Jim Kantowski, CFP®, CPA

Jim Kantowski is the owner and founder of Curio Wealth, where he also serves as a dedicated advisor. With a professional career spanning three decades, Jim possesses a wealth of experience and knowledge in the financial industry. His credentials include the highly regarded CERTIFIED FINANCIAL PLANNER™ designation and a Certified Public Accountant certification. With a focus on helping clients who are nearing retirement or who have already entered this phase of life, Jim specializes in ensuring they are on track to reach their personal financial goals and provide peace of mind that they will have the financial resources to last a lifetime. His unique combination—having both a CERTIFIED FINANCIAL PLANNER™ designation and Certified Public Accountant certification—allows him to approach financial planning and investments from a tax perspective, developing clients’ tax-efficient portfolios and strategies to accumulate assets tax efficiently and withdraw strategies to minimize taxes during clients’ lives and for future generations.

Beyond his professional career, Jim’s commitment to giving back to the community shines brightly. He actively participates in coaching youth sports and supports various charitable endeavors that assist people in need or experiencing hardships.

In the coming years, Jim’s vision for Curio is to build a company that provides exceptional financial advice, led by compassion, empathy, and curiosity. Whether in the financial planning world or youth sports, Jim loves being part of a team and coaching and guiding individuals to success. His biggest reward and satisfaction comes from seeing others become successful.

Outside of his professional pursuits, Jim thrives on challenging himself on a daily basis, engaging in outdoor activities such as running, biking, surfing, and hiking.

Frequently asked questions

Have a question about this workshop?

What Continuing Education is available?

This workshop is approved by NAADAC and NBCC. You must complete the workshop and have a passing score on your quiz to access a certificate. Your licensure board may accept CE from these accreditation bodies. We encourage you to check! Regardless, you will be provided with a certificate of completion at workshop completion. You may request additional documentation that includes the 1-hour timeframe of the workshop, objectives, and trainer bio for submission to your licensure board.

How long do I have to complete the workshop?

You will have access to this 1.5-hour workshop for 30 days. Your access will automatically expire after 30 days.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board
Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.

Frequently asked questions

Course Objectives

The 3 Communication Styles: Directing - Guiding -Following
How persuasion and advice-giving can be counterproductive in helping your client's progress toward reaching their goals
How the concepts and skills of MI can help with better client outcomes
How the concepts and skills of MI can help you become a better Financial Planner

CFP Continuing Education

We do not provide CE certificate for partial completion
Following learning session, quiz score grade of 70% or higher, and completion of End of Course evaluation, participants will receive an email with their downloadable CE certificate with 3-5 business days.
View our Syllabus here
Please email admin@micenterforchange.com if you have any questions or concerns.

Will I keep access to the materials?

You will have access for 30 days. All of the downloadable materials are yours to keep!

How do I register to attend this course?

After purchasing the course you will receive your login details by email, please check your spam folder.

Terms and Conditions

Please take the time to read the Terms and Conditions for attending MI Center for Change self-study coursee. You may view them here.

Where will I find my receipt of payment?

Your receipt is sent to the email address that you used to register for the course.

Why do I need to check my spam folder for event notifications?

MI Center for Change email notifications are sent from our event management system to the email address you used to register for an event. Certain email providers have very sensitive spam filters, your MI Center for Change event notifications may therefore land in your spam folder. While we do our utmost to make sure that you receive all notifications, we advise you to check your spam folder before contacting us, if you notice that you have not received an anticipated email notification about an upcoming event that you have registered for.

Who do I contact with any queries about this course?

Please email admin@micenterforchange.com with any queries you may have about this course. There may be a delay in responding to your query if it is sent to any other email address.

1 CFP CE Hour Workshop

Motivational Interviewing for Financial Advisors

FREE / For a limited time!

Please review our FAQs before registering.

100% Privacy. We Will Never Spam You!