(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

From Ideas by Mike™ by Mike Milligan, CFP®

March 13, 2026 · 34 min · Episode 47

About this episode

In this episode, Mike Milligan talks with Deirdre Van Nest about communication mistakes financial advisors make and how to improve their effectiveness.

Cut through the “sea of sameness” in financial advice by using communication as your competitive edge. In this episode of Ideas by Mike (Ep. 47), Mike Milligan, CFP , talks with communication expert Deirdre Van Ness about the three common mistakes advisors make, why effective speaking starts with strong content and emotional resonance, and how AI and gender dynamics are shaping the industry. Main points: three advisor mistakes, content-first speaking, emotional connection, AI’s role, fewer women in finance. Like, comment, and subscribe for more episodes on financial communication and advisor growth. Episode Summary: This episode of Ideas by Mike features Deirdre Van Ness discussing how financial advisors can escape the “sea of sameness” through powerful communication. Main Topics: The Power of Communication: Using communication as a “superpower” to build trust and influence. Three Communication Mistakes: Avoiding common pitfalls by treating every conversation as a leadership audition. Human-AI Collaboration: Leveraging AI for efficiency while using the human element to customize the Final Output. To learn more about us, visit…

People in this episode

Host: Mike Milligan

Guest: Deirdre Van Nest

Topics covered

Mentioned in this episode

Organizations: 1 Oak Financial

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