I am a clinical neuropsychologist, professor and executive coach based in Winnipeg, Manitoba. My work is divided between direct client services, on the one hand, and consulting to business and financial services, on the other.

I bring my uncommon combination of expertise in neuroscience, financial psychology, mental health, and behaviour change to bear on a  wide range of personal and professional challenges. My clients are able to leverage this breadth of knowledge to efficiently create — and sustain! —  the outcomes they desire.

As the founder of Money, Mind, and Meaning, I train financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them: erratic decisions, overwhelming stress, procrastination, family challenges, etc. I am a senior faculty member at the Sudden Money Institute, and I have delivered keynote addresses to organizations such as the National Football Players’ Association, the Financial Planning Association Annual Retreat, and a wide array of banking, insurance, and investment companies.

I am frequently called upon by media to discuss the quirks of humans and their money. Here is a sampling:

What are the biggest worries of the wealthy?

No matter how high your net worth, wealth comes with its own set of issues. According to a study at Boston College’s Center for Wealth and Philanthropy, significant wealth brings with it worries about family, relationships, and even concerns about the wealth itself. The study, which surveyed more than 160 families, most of whom had $25 million or more, found that respondents:

  • Felt they lost the right to complain about anything because they didn’t want to sound ungrateful.
  • Worried that their children would grow up to be spoiled or to resent them for not leaving them a sufficient inheritance.
  • Noticed that outside relationships were affected by their wealth—many wondered if friends would still like them if they didn’t have that great vacation house or boat.
  • Were constantly asked for things like a loan or a charitable donation.
  • Still didn’t feel totally financially secure.

Addressing The 4 Biggest Worries of the Wealthy (2018).
Tiger 21 (website).

Read on…

Adviser 2.0 Interview (August 2018)

Robin Powell of UK-based site Adviser 2.0 about reinventing financial advice interviews Dr. Moria Somers. Read it here.

ThinkAdvisor interview with Dr. Moira Somers:

Do’s and Don’ts for Getting Clients to Follow Your Advice

Interview on Informed Choice Radio (August 2018)

What good is excellent advice if you don’t follow it? Here’s a conversation with Dr Moira Somers in episode 344 of Informed Choice Radio. Visit ICR site for more listening options.

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