Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity
Managing Your Practice · Dimensional Fund Advisors
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Show Notes
Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors facilitate follow-through on recommendations and advice to clients. She poses important questions to identify true client priorities, mitigate procrastination, and ensure your firm can operate at a high level without compromising the client experience.