Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything you say.
In this episode, I sit down with trial attorney, communication expert, and New York Times bestselling author Jefferson Fisher to unpack the subtle communication skills that determine whether clients trust you or shut down.
Jefferson shares the same techniques he uses in courtrooms and high-stakes negotiations: how to recognize when someone is pulling away in a conversation, how to reduce tension instead of escalating it, and how a single word choice can change the direction of a meeting.
We also get into the power of the pause, why arguments rarely lead to influence, and how slowing down your communication can instantly increase the perception of confidence and wisdom.
If you’re an advisor who wants deeper trust with clients, stronger conversations, and more influence in every meeting, this episode is packed with practical insights you can start using immediately.
3 of the biggest insights from Jefferson Fisher…
#1.) There’s Always a “Hidden Conversation”
Every client conversation has two layers: what’s being said, and what’s actually being felt. Jefferson explains that advisors who ignore the emotional layer—fear, insecurity, confusion—miss the real opportunity to connect and how to create an environment where clients feel safe enough to open up.
#2.) The Words You Use Will Either Create Resistance or Trust
Small language shifts can completely change how a conversation feels. Replacing “but” with “and,” slowing down your delivery, and avoiding jargon can lower defensiveness instantly. The goal isn’t to sound smart, it’s to make the other person feel understood and comfortable.
#3.) Master the Pause And You’ll Master the Conversation
Confident communicators don’t rush to fill silence. Jefferson breaks down why slowing down your speech, allowing space in conversations, and letting silence work for you can instantly elevate authority and improve outcomes.
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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.
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