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:

and Training
Family Wealth Consulting
About Moira

Upcoming Engagements

The Real Reasons People Seek Advice

NAPFA Conference, Philadelphia PA

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Overcoming the Implementation Impasse

Psychological Dynamics of Family Business Conference, Chicago IL

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Advice that Sticks

Financial Planning Association Retreat, Austin TX

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Guiding the Next Generation of Inheritors

Client Event, Private Wealth Management Firm, New Brunswick

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Past Engagements

Advice that Sticks: Helpful Hacks and Cautionary Tales

Association of International Certified Professional Accountants, Austin, TX

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Staggeringly Brilliant Retirement Advice

Keynote: Humans Under Management Conference - London, UK

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Working With the Worn Out Client

Workshop: Humans Under Management Conference - London, UK

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Money & Mental Health

Workshop: Financial Transitionist Institute - West Palm Beach Garden

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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