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Dr. Moira Somers

 

The Importance of Giving Advice That Sticks online course

 

$495.00

 

Facilitated by Dr. Moira Somers, a psychologist and financial change expert.

Click HERE to purchase the course now or scroll down to learn more.

 

Note: This online course is proudly produced and administered (including invoicing and support) by the Sound Strategy Communications Content Team.

 

Dr. Moira Somers - A neuropsychologist and financial change expert.

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7 Videos

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6 Assessments

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Multiple Downloads


60 - 90 Minutes

A message from Moira

 

 

Course Curriculum

 

Introduction Module

 

A welcome video from Dr. Moira Somers (5:45)

  • Understand the key challenges people face with money

  • Find out why clients are expecting more from you

  • Learn a different way of thinking of what your job is as a financial planner

  • Supplementary Material Links PDF download

  • Assessment

 

Module One: Challenges in Advice-Giving


Challenges in Advice-Giving Video (3:51)

  • Learn what non-adherence means and how it impacts your relationship with clients

  • See what advice is the hardest for your clients to implement

  • Understand what leads to key struggles between people and discussions about money

  • Assessment

 

Module Two: The Case for Excellence in the Personal Side of Advising

 

The Case for Excellence in the Personal Side of Advising Video (9:49)

  • Learn why technical excellence doesn’t always translate into working well with people

  • Find out what the “gumball machine” approach is and how it relates to your clients

  • Learn what impacts your clients’ decision making and what you can do to better guide them

  • Supplementary Material Links PDF download

  • Assessment

     

Module Three: The Facts About Non-Adherence

 

FACTS About Non-Adherence Video (7:30)

  • Find out what conversations financial planners need to have with their clients

  • Learn what financial advice is the hardest to follow for your clients

  • Get the FACTS to guide you in delivering advice that will stick with your clients

  • Supplementary Material Links PDF download

  • Assessment

 

Module Four: Setting The Agenda

 

Setting The Agenda Video (6:41)

  • Hear why actions need to be agreed upon between financial planner and their clients

  • Learn the value of understanding and communicating emotional benefits

  • Develop the skills to set a meaningful and productive agenda for client meetings

  • Assessment

 

Module Five: Assessing Readiness

 

Assessing Readiness Video (10:51)

  • Find out how to assess if your clients are ready to implement your advice

  • Learn what three key elements are needed for your clients to embrace your advice

  • Hear the important questions you need to ask your clients

  • Assessment

 

Conclusion Module

 

A wrap-up video from Dr. Moira Somers (1:42)

 

Invest in The Importance of Giving Advice That Sticks online course.

Click HERE to Purchase!