Training wealth advisors to better help their clients with the challenges of money

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New Book from Moira:

Advice that Sticks

How to Give Financial Advice that People will Follow

If your job involves giving financial counsel of any sort — accounting, investing, business planning, credit counselling — then you surely know how hard it can be for people to do the right things with their money. But did you know that part of the problem may lie with you, the advice-giver? Most financial professionals receive little to no training in how to deliver their advice effectively. As a result, much great advice goes unheeded, clients can’t reach their goals, and advisors have less-than-thriving practices. And that, as they say, is a bummer.

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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:

and Training
Mental & Financial
About Moira

Upcoming Events

MD Management, Montreal

Best Practices in Discovery and Plan Implementation

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montreal, QC, Montreal, QC Canada + Google Map

CALU AGM, Ottawa
May 6-9, 2018
Presentation:What High Net Worth Families Need (You) to Know
Presentation: Bias Blasting: Overcoming Cognitive Bias

MD Management, Montreal
April 9, 2018
Presentation: Best Practices in Discovery and Plan Implementation

Free Booklet for
Professional Advisors

Transition Fatigue™:
Help for Worn-Out Clients
(and for the Advisor who Serves Them)

Bonus: Quarterly Newsletter from Money, Mind and Meaning