Advice that Sticks


NEW BOOK Coming in 2018:

How to Give Financial Advice that People will Follow

Many financial professionals make their living by giving expert financial advice. But most financial advisors have little to no training in how to deliver that advice effectively. As a result, much great advice goes unheeded, clients don’t reach their goals, and advisors have less-than-thriving practices. And that, as they say, is a bummer.

This book is a practical primer on advising — that is, on developing expertise in alignment, attunement, and advice delivery.  Using the latest findings from science and practice (and Advice_cover_backwith just a touch of cheek), financial psychology expert Moira 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?
  • What can advisors do to radically increase the likelihood of follow-through?

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?

The book launch will be on March 22 at 7:00. Join us at McNally Robinson Booksellers in Winnipeg. Can’t wait, or want to get the jump with the electronic Kindle version? You can pre-order on here.