Beschreibung Advice That Sticks: How to give financial advice that people will follow. 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 Council
: Advice That Sticks: How to give financial ~ 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 .
Advice That Sticks: How to give financial advice that ~ Advice That Sticks: How to give financial advice that people will follow - Kindle edition by Somers, Moira. Download it once and read it on your Kindle device, PC, phones or tablets. Use features like bookmarks, note taking and highlighting while reading Advice That Sticks: How to give financial advice that people will follow.
Advice That Sticks: How to give financial advice that ~ 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 .
Advice that Sticks Book â Money Mind and Meaning ~ Advice that Sticks. How to Give Financial Advice that People will Follow. If you give advice of any kind for a living, then you know how hard it can be for clients, patients, or customers to follow your wise counsel. There are many possible reasons for this difficulty, ranging from competing demands on their time and energy to frank errors made by you, the advice-giver. Advice that Sticks .
How To Give Better Financial Advice That Actually Sticks ~ Which, in her new book, âAdvice That Sticksâ, neuropsychologist Dr. Moira Somers applies for the first time directly to the world of financial advisors, and explores how we can leverage the research on non-adherence in the medical realm to give better âadvice that sticksâ with clients, that they will adhere to and actually follow through on in order to no longer be âbadâ clients!
: Customer reviews: Advice That Sticks: How to ~ People donât achieve their financial goals not due to a lack of available information. However, the true benefit of this job is the relationship that is created. I found this book to be quite humbling. It puts the advisor in the clientâs shoes and makes you appreciate the complexity of peopleâs relationships with money. Dr. Somers provides key insights on how to provide better advice in .
: The Pocket Guide to Sales for Financial ~ The Pocket Guide to Sales for Financial Advisors - Kindle edition by Flaxington, Beverly. Download it once and read it on your Kindle device, PC, phones or tablets. Use features like bookmarks, note taking and highlighting while reading The Pocket Guide to Sales for Financial Advisors.
How to Get Cheap or Free Financial Advice - NerdWallet ~ Financial advice doesn't have to be expensive â it's possible to find good advice for cheap or even free. We've got five ways to access quality financial advice at every budget.
What is Financial Planning? Learn Various Strategies, Tips ~ What is personal financial planning? What is financial planning and why is it so important to your future? At its core, a financial plan is the result o f examining your goals and helpin g you prioritize, save and invest for them. An effective financial plan will account for achieving goals that are more shor t-term, such as buying a new home or starting a business, as well as th e long-term .
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Giving financial product advice / ASIC - Australian ~ Giving financial product advice You must be authorised under an Australian financial services (AFS) licence to provide financial product advice. Financial product advice and dealing. To determine your obligations under the licensing provisions you first need to consider whether you provide a âfinancial serviceâ.
Disclaimer Examples - TermsFeed ~ For example, if you operate a blog that gives financial advice, having a "Use at Your Own Risk" disclaimer can help limit your liability in the event that someone takes your advice and loses a fortune. The disclaimer makes it clear that you aren't responsible for anyone who uses your advice and has adverse consequences. If you engage in affiliate marketing, the FTC and many third parties .
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Simple ways to give advice in English / EF English Live ~ Giving advice in English might seem tricky at first. There are several ways to do it and each uses a slightly sentence structure. So, how do we choose which one to use? Find out with these five simple ways to give advice in English. Use a modal verb. There are two modal verbs we often use for giving advice: âshouldâ and âought toâ. Both .
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Trusting Yourself to Make Decisions Instead of Always ~ But thinking you donât know anything keeps you from taking the good advice you would give yourself. And it keeps you dependent on other people. People seem to lose respect for people who are wishy-washy and canât make their own decisions. In other words, people who canât think for themselves are also people who donât respect themselves because they donât respect their own opinions .
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