26 min listen
15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
ratings:
Length:
50 minutes
Released:
Feb 3, 2021
Format:
Podcast episode
Description
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. In Part Two of the conversation, Brendan and Moira 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! For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode15 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn
Released:
Feb 3, 2021
Format:
Podcast episode
Titles in the series (100)
9: Insulating Your Value From the Commoditization of Investments and Financial Planning: Technology is a familiar foe to the profession of financial advice. With Charles Schwab and Bank of America both recently announcing their plans to offer free financial planning software to the masses, the industry continues to inch closer and closer... by The Human Side of Money