Moira Somers at HUM London 2019
Advice that Sticks
At Humans Under Management London 2019, Moira Somers presented on the importance of providing financial advice that clients will actually follow. Moira is a clinical neuropsychologist, executive coach, and the author of the acclaimed book, Advice That Sticks.
The talk addresses the challenge of ensuring clients adhere to financial advice, highlighting the gap between knowledge and action. It explores how advisers can better engage clients in their financial journeys.
Key insights include:
- Understanding that clients often want emotional support and motivation, not just information.
- The importance of simplifying complex advice to encourage action and compliance.
- Strategies for leveraging social environments and nudges to promote adherence to financial plans.
- Techniques for effective communication that foster decision-making and reduce procrastination.
Watching this video will equip financial advisers with actionable strategies to enhance client relationships and improve adherence to financial advice, ultimately leading to better client outcomes and satisfaction.
