Dr. Somers’ newsletters all pertain to the challenges of dealing with money. Explore some of the back issues below. Sign up for the next newsletter using the form in the box to the right.
- The Resilient Advisor
- Advising Clients with Painful Money Legacies Part 2: Reversals of Fortune
- Making Friends with Money: The Five-Minute Approach
- Advising Clients with Painful Money Legacies Part 1: Financial Betrayals and Exploitations
- Does Money Scare the Bejesus Out of You?
- My Dog, the Quaker – a Lesson in Neuroeconomics
- Money Milestones Part 2
- Money Milestones Part 1
- Financial Spring Cleaning
- The Perils of Pre-Spending: Cautionary Tales from the NHL
- In Praise of Slightly Skuzzy Carpeting
- One Incredibly Quick Way to Reduce Your Spending
- On Ego, Defensiveness and Money
- Mindsets Matter
News for Financial Professionals
- February 12, 2018Book launchJoin Moira Somers for the launch of Advice That Sticks: How to Give Financial Advice that People will Follow // McNally Robinson Booksellers is pleased to present Moira Somers launching Advice That Sticks How to Give Financial Advice that People will Follow Thursday March 22, 7:00 pm Grant Park in the Atrium If you give advice of any ...
- May 3, 2014Questions That Matter – part threeAnticipate Non-Adherence The effective advisor understands that many change attempts fail because of a lack of realistic planning. Instead of just hoping for the best, spend some time anticipating setbacks and figuring out how to ease the load. Try the following questions: Is there anybody in your life who might be upset by ...
- May 3, 2014Questions That Matter – part twoAssess Readiness for Change Ever get the sense that YOU are motivated more than your client? That’s a common experience among advice-givers. While your enthusiasm and persuasive skills can temporarily boost the spirits of a discouraged client, that’s usually insufficient to lead to lasting change. Lasting change comes when people resolve their ...
- May 3, 2014Questions That Matter – part oneHelp Ensure Mutual Comprehension There are many reasons why clients may not follow excellent advice. One of the most common reasons is that they did not fully understand what was said to them by their advisor. In order to avoid this problem, add the following questions to each of your client meetings: Is ...