Support for the challenges of business and wealth

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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. It doesn’t have to be this way.

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Welcome to Money, Mind and Meaning. I’m Dr. Moira Somers, family wealth psychologist and executive coach. I support business owners and their advisors to deal with the challenges of leadership and wealth management.

Successful leadership requires an ongoing commitment to personal growth and development. I work with leaders who are eager to evolve and willing to commit to their own development, for the greater good of their work, their family life, and their communities.

Money is an emotionally complex domain. Having the skills to manage that complexity — in themselves and in the people they serve — allows advisors to become trusted thinking partners. I teach financial professionals practical, easy-to-implement skills for working with people and their money.

I provide services in the following domains:

Executive
Coaching
Speaking
and Training
Family Wealth Consulting
About Moira

Upcoming Engagements

Webinar, MD Management

First, Do No Harm: The Top Things that Financial Advisors MUST Stop Doing

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Keynote Address

What Ultra High Net Worth Clients Need (You) to Know Sun Life Elite Conference Coronado, CA

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Keynote Address

XY Planning Network  St. Louis, MO  Topic TBD

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Past Engagements

Webinar, MD Management

The Elephant in the Room: Advising Clients with Mental Health Difficulties and Family Challenges

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FPSC Conference – Vancouver

Created by Financial Planning Standards Council (FPSC) and the Institut québécois de planification financière (IQPF) in 2009, Financial Planning Week is dedicated to raising awareness of the importance and benefits of professional...

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Hyatt Regency Vancouver, 655 Burrard Street.
Vancouver, BC Canada
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FPSC Conference – Toronto

Created by Financial Planning Standards Council (FPSC) and the Institut québécois de planification financière (IQPF) in 2009, Financial Planning Week is dedicated to raising awareness of the importance and benefits of professional...

Find out more »
Arcadian Court, 401 Bay Street
Toronto, Ontario Canada
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West Palm Beach, West Palm Beach, FL United States
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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