AFO|Wealth Management Forward International Best Selling Author Dr. Moira Somers – Advice That Sticks
Rory and Managing Director Diane Young are joined by psychologist, family wealth consultant, and executive coach Dr. Moira Somers who is the behavioral strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. In this episode, find out the answer to these two questions: why is it hard for people to do the right things for their well-being? And what can be done to make meaningful changes in their behavior? Listen as they talk about one of the most dangerous assumptions an advisor can make when dealing with a client and how you can get advice to stick using the acronym F.A.C.T.S. Check out this episode to learn more about human psychology when it comes to money and meaning!
Connect on LinkedIn:
Connect with Dr. Moira Somers: https://www.linkedin.com/in/moira-somers/
Connect with Diane Young: https://www.linkedin.com/in/dianeyoung/
Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/
Learn more about Dr. Moira Somers
Money, Mind, and Meaning:https://moneymindandmeaning.com/
Knudge: https://knudge.com/
Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/