If your job requires you to give financial counsel to people, then you know that your technical expertise alone may not get the job done.
To be truly effective, financial professionals must also have a good understanding of applied human psychology – knowing how to connect, overcome bias, harness powerful influences, and prevent clients from sabotaging themselves. Gaining such a skillset can be quite a daunting task, especially since so much of it must be learned while in the midst of working with struggling or erratic clients.
That’s why so many financial professionals (including planners, accountants, business advisors, insurance experts, and banking personnel) turn to Dr. Moira Somers. She is the author of the highly anticipated book, Advice that Sticks: How to Give Financial Advice that People Will Follow. Her expertise lies in helping you quickly harness the science of behavior change as it applies to the particular domain of money.
She combines her direct clinical expertise as a financial psychologist with her deep knowledge of behavioral economics, non-adherence, and positive psychology. Funny, brainy, and profoundly practical, her presentations will turbo-charge the effectiveness of your advice.
Using the latest findings from science and practice, Dr. Somers addresses the following:
- Why do people seek out professional advice but so often fail to take it?
- What makes financial advice especially hard to follow?
- What are the most common turn-offs committed by financial advisors? (Before your mind goes too far on this one, let me assure you that Dr. Moira is speaking of mistakes in advice-giving, not the other kind of turn-offs. Really, people….)
- What can advisors do to radically increase the likelihood of follow-through?
The training offered by Dr. Somers is aimed at helping financial professionals make positive emotional connections with clients so that they can:
- earn their trust
- help them follow through with their commitments
- retain them for life
- and refer other ‘just-right clients’ to them
Tweaking how advice is delivered can make a world of difference — to clients AND to the advisors who serve them.
Getting better at giving great advice. Who wouldn’t want that?
Keynote Titles Include:
- Why Good Clients Ignore Great Advice — Overcoming the Implementation Impasse
- The Limits of Willpower (or, Why It All Goes to Hell at the End of the Day)
- The Bad Habits of Highly Annoying Leaders
- Women and Money: It’s…Complicated
- Has Your Money Train Derailed? Getting Back on Track
- Transition Fatigue: How to Help When Life Packs a Wallop
- Money and Its Disorders: A Guide for Human Resources Personnel
- Secrets of Financially Fabulous Families
- Your Brain on Money — A Neuropsychologist’s Guide to Mental Wealth
- The Psychologically Healthy Workplace
Moira Somers really went the extra mile to make her presentation not only fit our theme but be relevant to our audience. She presented at the end of a long, intense day at the conference, and not only held our attendees’ attention but really made them think about how they work with their clients. She was a delight to work with, and I highly recommend her.”
Mary Corbin, the Financial Planning Association
Her forthcoming book, Advice that Sticks, address what traditional training ignores: the need for financial professionals to work more effectively with client AND advisor psychology.
Travels From: Canada
City: Winnipeg
$10,001 to $15,000