Advice That Sticks

How to Give Financial Advice That People Will Follow

By: Moira Somers

Narrated by: Kim Niemi

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. Authored 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. 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, behavioral 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.

©2018 Moira Somers (P)2021 Tantor

Easy read and guide

I listened while reading along simultaneously and found myself unable to put the book down. The information was easy to understand, and I loved the boosters added to help us implement the work. I’ll be able to incorporate the teachings into my coaching immediately and am excited to bring more value to my clients.

Free for a reason

Don’t waste space in your library on this one. Lots of talking in circles and psycho babble without getting to the point of the title.