I am a psychologist, professor, author 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 an 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 speciality is behavioural coaching, aimed at people who want to make and sustain changes in their professional and personal lives. Executives in manufacturing and financial services turn to me for evidence-based interventions to escape overwhelm, prevent cognitive depletion, and maximize well-being and effectiveness.
My book, Advice that Sticks: How to Give Financial Advice that People Will Follow, has become an international bestseller. It tackles, head-on, the problem of unimplemented financial advice. It has been adopted as an authoritative guidebook by postsecondary institutions, private firms specializing in Ultra Hight Net Worth clients, and credit counselling agencies, alike. I offer Mastermind Groups and in-house training for those who want to increase their expertise on the personal side of financial counsel.
Financial professionals around the globe consult with me in order to address the whole spectrum of challenges their clients bring to them. These challenges include clients’ failure to act on recommendations, cognitive impairments and declining capacity, transition stress, and an array of family struggles. Where appropriate, I provide direct services to the firm’s clients. I am a senior faculty member at the Sudden Money Institute, coaching experienced advisors on the neuropsychology of major life transitions. 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: