In today’s episode of Framework, Jamie talks with Deirdre Van Nest, a professional speaker who teaches advisors, wholesalers, and leaders in the financial industry how to speak in a way that’s emotionally engaging.

When Deirdre was ten years old, her mother was tragically killed in a car accident. Fortunately for her family, the death of her mother didn’t drive their family into financial ruin, as the death of a parent does for so many families. That experience and the financial lessons she drew from it inspired Deirdre’s mission to help advisors become strong communicators so they can have these difficult conversations with clients before tragedy strikes.

Today Deirdre helps advisors and other financial leaders speak in a way that’s actionable and leaves listeners feeling empowered rather than overwhelmed. Even for the advisors who love public speaking, there are always some nuances that only a professional coach can instill.

Deirdre talks with Jamie about having hard conversations with clients, tips for effective communication across all industries, and standing out in a sea of sameness.

“If you’re an A+ advisor but a B- communicator, you’ve got a problem, right? There’s a gap there. And people are going to judge your competency. Your perceived level of competency is going to be lower. So my goal is to take those A+ advisors and get their communication skills up to the same, if not even a higher level. You can be an A+ communicator and a B- advisor and you’re going to have a more successful practice than the A+ advisor, B- communicator.” ~ Deirdre Van Nest

Main Takeaways

  • As an advisor, you can’t put off the hard conversations. Those hard conversations can be the difference between families staying afloat amidst an emergency and going under. Many families are just one tragedy away from financial devastation.
  • Sometimes less is more. If you can boil down a complex concept to its simplest form, you can communicate anything effectively.
  • Impactful speech and communication is less about delivery and more about structure.
  • For people to act on your communication, they need to feel your message. If they don’t feel it, they won’t retain or act upon it.
  • Remember to find mentors whenever possible. Even the greats need a coach.

Links and Important Mentions

Transform the Way You Grow Your Firm at Excell 2021

Whether you’re just starting out in the industry or you manage a billion-dollar firm, Excell 2021 is for you.  As one of the largest conferences in the industry, we have a full slate of development opportunities for you and your entire team. Hear from Carson Founder and CEO Ron Carson, best-selling author John DiJulius, Nerd’s Eye View’s Michael Kitces, Framework Host Jamie Hopkins, and plenty more.

Join us October 12-14, 2021, in Las Vegas, or register for our digital-only conference. Register today at

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment

By: Ana Trujillo Limon
Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments …

The Tools for Success: How Carson Helped One Advisor Level Up His Client Experience

By: Cory Gilinsky
As a Carson Coaching member, Joel Worsfold reached new levels of success as a financial advisor. He was named a “Premier Advisor” at his broker-dealer from 2012-2018, and was …

ReFrame | Amanda Bearden

By: Ana Trujillo Limon
Discussion with next-gen professional Amanda Bearden, Partnership Development Associate, to get her perspective on how mentorship and sponsorship have helped her in her success during her short time in …

From the Mailroom to the Corner Office: 5 Lessons from Franklin Templeton’s Jenny Johnson to Enrich Financial Services

By: Ana Trujillo Limon
Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what …
1 2 3 147