Are financial advisors experts at
giving advice?
Episode 67
A financial advisor can save you time and help you remain disciplined about reaching your financial goals. But are they an expert at giving advice? And should you always follow their recommendations? Listen in as Kathleen and Moira discuss the human side of finance and how advisors may need a little more training to become proficient in advice giving.
Dr. Moira Somers is a clinical neuropsychologist, executive coach, author, and owner of Money Mind and Meaning. Her work focuses on helping people make lasting behavior change, particularly in the domain of money. Areas of interest include the psychological factors at play during major life transitions, the reasons why good clients may fail to follow good advice, and the particular challenges faced by women in leadership roles. For more information, visit http://moneymindandmeaning.com
Show Notes:
- Dr. Somers published a book for financial professionals in 2018 called Advice that Sticks: How to Give Financial Advice that People Will Follow. KBK Wealth Connection highly recommends it to all advisors and related disciplines.
- For more information, visit http://moneymindandmeaning.com
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