Feb 27, 2018
70% of an advisor's new clients are in the middle of major life change. 70%!
How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?
Dr. Moira Somers is a clinical neuropsychologist, professor and financial recovery expert.
She is on faculty with the Sudden Money Institute, where she trains advisors on the psychological factors at play during major life transitions. Current projects include the development of a Transition Fatigue Questionnaire, and objective testing of financial planners’ interpersonal effectiveness.
An expert in financial psychology, she trains financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them: erratic decisions, overwhelming stress, procrastination, family challenges, etc.
Check out Dr. Somers’ new book, Advice that Sticks: How to Give Financial Advice that People Will Follow.
To inquire about booking Dr. Moira Somers for your next event through Wholesaler Masterminds Speakers Bureau contact us at email@example.com