Dr. Moira Somers is a clinical neuropsychologist, professor and financial recovery expert based in Winnipeg, Manitoba. Her work is divided between training/consultation and direct client services. Both areas of work allow her to dig deep into what she considers to be some of the most fascinating aspects of human behavior, including:

• Why is it so hard for people to change, even when they really want to?
• How do feelings and beliefs hinder or help that change, particularly when it comes to the domain of money?
• What can be done to enhance successful outcomes?

Dr. Somers is an Assistant Professor in the Department of Clinical Health Psychology, University of Manitoba. She is also a senior faculty member at the Sudden Money Institute, where she trains advisors on the psychological factors at play during major life transitions.  Current projects include the development of a Transition Fatigue Questionnaire, and objective testing of financial planners’ interpersonal effectiveness.  An expert in financial psychology, she trains financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them: erratic decisions ,overwhelming stress, procrastination, family challenges, etc.

She has delivered keynote addresses to organizations such as the National Football Players’ Association, the Financial Planning Association Annual Retreat, and National Life. She leads in-house or on-line workshops on a wide array of topics including client resistance and readiness, building personal and professional resilience, and how to work with cognitively compromised clients. 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.

BACKGROUND

Clinical neuropsychologist and professor in the Department of Clinical Health Psychology, University of Manitoba.

Consultant and trainer for wide array of financial organizations, including regulatory bodies, banking institutions, small private wealth management firms, and major accounting, insurance, and investment companies.

Keynote speaker to organizations including National Football League Players’ Association, FPA Retreat, Institute of Advanced Financial Planning, and Bob Veres’ Insiders Forum.

Senior faculty member, Sudden Money Institute, with responsibility for implementation and readiness training, Women in Transition special interest track, and research on transition fatigue.

Executive coach (certified in Marshall Goldsmith’s Stakeholder Centered Coaching) C-level executives and business owners.

Consultant to Human Resources departments on financial stress in the workplace.

Private practice in wealth psychology, with a focus on the needs of high net worth clients and their families.