The Resource Advice that sticks : how to give financial advice that people will follow, Moira Somers, Ph.D, (ebook)

Advice that sticks : how to give financial advice that people will follow, Moira Somers, Ph.D, (ebook)

Label
Advice that sticks : how to give financial advice that people will follow
Title
Advice that sticks
Title remainder
how to give financial advice that people will follow
Statement of responsibility
Moira Somers, Ph.D
Creator
Contributor
Author
Subject
Genre
Language
eng
Summary
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. Written 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. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. 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, behavioural 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
Cataloging source
Midwest
http://library.link/vocab/creatorName
Somers, Moira
Dewey number
332.0240023
Index
no index present
Literary form
non fiction
Nature of contents
dictionaries
http://library.link/vocab/relatedWorkOrContributorName
hoopla digital
http://library.link/vocab/subjectName
  • Investment advisors
  • Financial planners
  • Finance, Personal
  • Financial planning industry
  • Investment advisors
  • Financial planners
Target audience
adult
Label
Advice that sticks : how to give financial advice that people will follow, Moira Somers, Ph.D, (ebook)
Link
Instantiates
Publication
Distribution
Carrier category
online resource
Carrier category code
cr
Carrier MARC source
rdacarrier
Color
multicolored
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Dimensions
unknown
Extent
1 online resource
Form of item
  • online
  • electronic
Governing access note
Digital content provided by hoopla
Isbn
9781788600217
Isbn Type
(electronic bk.)
Media category
computer
Media MARC source
rdamedia
Media type code
c
Publisher number
MWT12201432
Specific material designation
remote
Stock number
12201432
System control number
MWT12201432
System details
Mode of access: World Wide Web
Label
Advice that sticks : how to give financial advice that people will follow, Moira Somers, Ph.D, (ebook)
Link
Publication
Distribution
Carrier category
online resource
Carrier category code
cr
Carrier MARC source
rdacarrier
Color
multicolored
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Dimensions
unknown
Extent
1 online resource
Form of item
  • online
  • electronic
Governing access note
Digital content provided by hoopla
Isbn
9781788600217
Isbn Type
(electronic bk.)
Media category
computer
Media MARC source
rdamedia
Media type code
c
Publisher number
MWT12201432
Specific material designation
remote
Stock number
12201432
System control number
MWT12201432
System details
Mode of access: World Wide Web

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