Now more than ever, the personal side of advising matters.
Are you ready to up your game?

Free Live Webinar with Dr. Moira Somers!
Advising Anxious, Angry or AWOL Clients

Register for March 27, 10amCT
Register for April 2, 2pmCT

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.

Read More

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:

Executive
Coaching
Speaking
and Training
Family Wealth Consulting
About Moira

Upcoming Engagements

Free Live Webinar – Click to Register

Advising Anxious, Angry or AWOL Clients with Registration Information

Find out more »

Past Engagements

Free Live Webinar – Click to Register

Advising Anxious, Angry or AWOL Clients with Registration Information

Find out more »

Dementia Proofing for Business and Boards

Live Webinar for Semi-Annual Conference - Financial Transitionist Institute

Find out more »

Advice that Sticks: Helpful Hacks and Cautionary Tales

Association of International Certified Professional Accountants, Austin, TX

Find out more »

Staggeringly Brilliant Retirement Advice

Keynote: Humans Under Management Conference - London, UK

Find out more »

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