15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two)
Dr. Moira Somers, financial psychologist and author of the best-selling book Advice That Sticks: How to Give Financial Advice People Will Follow, consults with advisors and firms around the world to deliver “stickier” advice that leads to more follow-through and implementation.
In Part Two of the conversation, Brendan and Moira discuss:
- A specific process to use at the end of every meeting to drastically improve follow-through
- The biggest mistake advisors make when trying to get clients to follow-through (also the most common)
- A specific process for the beginning of every meeting to make your advice stickier
- The #1 piece of advice Moira gives any advisor looking to improve their meetings, relationships, and follow-through
- What studies show is the primary determinant of client satisfaction in a meeting
And more!
For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode15
To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning.
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