Support for the challenges of business and wealth

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New Course from Moira!

The Importance of Giving Advice That Sticks

I am thrilled to present my debut online course The Importance of Giving Advice That Sticks. Working closely with Arlan Academy, we’ve designed the course for financial professionals around the world. Adapted from my book, Advice That Sticks – How To Give Financial Advice That People Will Follow, the online course will guide you in developing skills at the personal side of advising. Furthermore, the online course is eligible for CE credits, packaged in three beneficial offerings: Signature, Premium, and Masterclass.

To sign up or to learn more, please click below.

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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

There are no upcoming events at this time

Past Engagements

FP Canada

Panel: Changing the Conversation on CPP/QPP

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STRIDE Calgary

Money, Millennials and Mental Health

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Financial Transitionist Institute

What (Not) to Say and How (Not) to Show Up

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FPA Arizona

Advisor Well-Being in the Gong Show that is 2020

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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