New Course from Moira!
The Importance of Giving Advice That Sticks
To sign up or to learn more, please click below.
To sign up or to learn more, please click below.
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:
Webinar: What Women Need to Know about Money in 2021
Find out more »Deciding While Depleted: Supports for the Worn-Out Client
Find out more »The Money-Mind Connection: The Neuroscience, not the Nonsense
Find out more »Financial Agreements between Intimate Partners
Find out more »Diminishing Capacity: What to Do BEFORE the Fog Rolls In
Find out more »Presentation: Overcoming the Implementation Impasse
Find out more »Keynote Address: Giving Financial Advice to Women Entrepreneurs
Find out more »Panel: Changing the Conversation on CPP/QPP
Find out more »Money, Millennials and Mental Health
Find out more »Transition Fatigue™:
Help for Worn-Out Clients
(and for the Advisor who Serves Them)
Bonus: Quarterly Newsletter from Money, Mind and Meaning