Welcome to Money, Mind and Meaning. I’m Dr. Moira Somers, and my area of expertise is helping financial professionals get better at serving and retaining clients.
Money is an emotionally complex domain. Having the skills to manage that complexity — in themselves and in their clients — allows financial professionals to become trusted, lifelong advisors.
I teach financial professionals practical, easy-to-implement skills for working with people and their money. I provide services in the following domains:
For details on the book launch, visit McNally Robinson Booksellers