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Derek Kinney
Founder of Success for Advisors who coaches and speaks on how financial advisors communicate with prospects and clients, and a former advisory firm owner who built and sold his practice.
Best podcasts with Derek Kinney
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44 snips
Dec 9, 2025
• 1h 30min
Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney
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Derek Kinney, founder of Success for Advisors and a former advisory firm owner, shares tools for effective client communication. He emphasizes the power of empathy and storytelling, encouraging advisors to use relatable 'You know how...' statements to connect with prospects. Kinney teaches the art of asking 'million-dollar questions' to uncover client needs and explains how calm, deliberate speech builds trust. He advises against solving all problems upfront, advocating instead for stirring curiosity and using client success stories to demonstrate expertise.
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