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ᙛ ይ Advice That Sticks: How to give financial advice that people will follow free download ይ Advice That Sticks: How to give financial advice that people will follow ᛧ Ebook By Dr Moira Somers 헞

ᙛ  ይ Advice That Sticks: How to give financial advice that people will follow free download ይ Advice That Sticks: How to give financial advice that people will follow  ᛧ Ebook By Dr Moira Somers 헞 ᙛ ይ Advice That Sticks: How to give financial advice that people will follow free download ይ Advice That Sticks: How to give financial advice that people will follow ᛧ Ebook By Dr Moira Somers 헞 The advice is sound the client seems eager and then nothing happens Too often, this is the experience that financial professionals encounter in their daily work When good recommendations go unimplemented, clients well being is compromised, opportunities are lost, and the professional relationship grows strained Advice that Sticks takes aim at the problem of financial non adherence Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice Individual client psychology plays a role in non adherence so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money Perhaps most surprising, however, is the extent to which advice givers themselves can foil implementation A great deal of non adherence is due to preventable mistakes made by financial professionals and their teams The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice It will become an indispensable handbook for people working with clients across the wealth spectrum Finally, someone is willing to tackle the complex issue of client compliance and how change occurs in the area of personal and business finance Written by an expert in the field of financial psychology, the book delivers humility, humor and wisdom It guides the reader in learning how to close the gap between good intentions and actions Courtney Pullen, M.A., Author, Intentional Wealth This is a great book A worn and dog eared copy belongs on the bookshelf of every financial advisor who views financial planning as a calling and a profession Rick Kahler, MSFP, CFP , Author, Conscious Finance Consumers know they need to do things differently with respect to their money, but are often dismayed or baffled by their own self sabotaging habits Financial professionals have not always known how to be helpful in creating lasting behaviour change They ve relied too much on the provision of information and the occasional stern lecture This book will change all that It is superbly written, and well positioned to help a lot of people Kelley Keehn, Finance author consumer advocate Dr Moira Somers has given professional advisors an inspired gift in Advice That Sticks She shares dozens of adherence boosting strategies, including outstanding recommended questions to ask clients I love Somers delightfully dry humor, which sparkles throughout This book s insightful, disciplined, evidence based process will enhance advisors effectiveness as advice givers Kathleen Rehl, Ph.D., CFP , CeFT , Author, Moving Forward on Your Own With this book, every financial professional has access to deeply practical advice on how to listen, observe and respond while helping clients make their best life and money decisions This is the book that connects financial planners and wealth advisors with the human experience of decision making, commitments and adaptation to change Susan Bradley, CFP , Founder, Sudden Money Institute Financial professionals need to understand their clients values, attitudes and beliefs about money, emotions, biases and social influences, and then connect with their clients with in a way that motivates and facilitates the right outcomes This book highlights the importance of these skills along with Moira s helpful insights and guidance for providing advice that sticks Joan Yudelson, CFP , VP, Professional Practice, Financial Planning Standards CouncilDr Moira Somers is a leading practitioner in the field of financial psychology and financial change A neuropsychologist, professor and executive coach, Dr Somers blends the science and art of advice giving with practical wisdom and wit Through her popular keynote addresses and follow up seminars she works with financial professionals and organizations around the globe, equipping them to give easy to implement advice that captures clients hearts and minds. 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    • Advice That Sticks: How to give financial advice that people will follow
    • 3.1
    • 243
    • Format Kindle
    • 218 pages
    • 1788600142
    • Dr Moira Somers
    • Anglais
    • 05 November 2016

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