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15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)

15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)

FromThe Human Side of Money


15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)

FromThe Human Side of Money

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)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!