Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

Update: 2024-01-29

Description

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.

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Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

#box-pro-ellipsis-173651532208279{-webkit-line-clamp:2;}Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity