Advice That Sticks – Let’s Talk Family Enterprise | Podcast

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.

All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.

Description

Host Steve Legler speaks with Dr. Moira Somers, author of the book, Advice That Sticks, to discuss the importance of not simply having the best solution for families that FEAs work with but taking the time to connect with clients so that they can increase the chances that clients will actually implement the ideas FEAs share with them.

Guest bio Dr. Moira Somers is a neuropsychologist, professor, executive coach and author of the book,

Advice That Sticks: How to give financial advice that people will follow. She is a leading practitioner in the field of financial psychology and financial change.