Dr. Moira Somers, financial psychologist and author of the best-selling book Advice That Sticks: How to Give Financial Advice People Will Follow, consults with advisors and firms around the world to deliver “stickier” advice that leads to more follow-through and implementation.

We discuss:

A specific process to use at the end of every meeting to drastically improve follow-through
The biggest mistake advisors make when trying to get clients to follow-through (also the most common)
A specific process for the beginning of every meeting to make your advice stickier
The #1 piece of advice Moira gives any advisor looking to improve their meetings, relationships, and follow-through
What studies show is the primary determinant of client satisfaction in a meeting
And more!

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About our Guest:

Dr. Moira Somers specializes in the growing new field of financial psychology. She trains and consults with financial services professionals, helping them and their clients deal with the challenges of wealth.

Dr. Somers’ executive coaching practice emphasizes behavior change for leaders and their team members. As a neuropsychologist and unapologetic brain science nerd, Dr. Somers enjoys coaching other people who love to learn, are quick to implement, and are prepared to pivot in response to data about their performance. Her work is rooted in evidence-based findings from the fields of neuroscience, behavioral economics, management science, and positive psychology.

Her work as a keynote speaker, educator, and consultant takes her around the globe. She speaks and trains about such topics as the reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion.

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