Speakers

Speakers will share their knowledge and passion at FPW 2018.

Dr. Moira Somers

Advice That Sticks

When you give financial advice for a living, you know that sound counsel is only half the of the equation – you also need to deliver it in a way that your clients will follow. Dr Moira Somers blends insights from her own extensive consulting work with research findings from neuroscience and behavioural economics to take aim at the problem of unimplemented advice. Don’t miss this practical primer that will turbo-boost the effectiveness of your advice delivery and help your clients reach their goals.

Dr Moira Somers, Ph.D., C.Psych is a clinical neuropsychologist, professor, author and executive coach based in Winnipeg. She recently published her first book, Advice That Sticks: How to Give Financial Advice That People Will Follow. With an uncommon combination of expertise in neuroscience, financial psychology, mental health, and behaviour change, she divides her work between direct client services and consulting to business. She trains financial professionals across North America to work more effectively with the challenges their clients bring to them, from erratic decisions and overwhelming stress to procrastination and family issues. A senior faculty member at the Sudden Money Institute, Dr Somers has delivered keynote addresses to many associations and organizations.
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Financial Planning Week 2018​ 

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