Master the Art of Impactful Financial Advice with Dr. Moira Somers

You give thoughtful, valuable financial advice — but what happens after the meeting?

In this engaging on-demand course, Dr. Moira Somers, neuropsychologist, financial change expert, and author of Advice That Sticks, explores why clients do or do not follow through on professional advice.

This course breaks down the five main factors that influence client follow-through and gives financial professionals practical insight into how to communicate advice in a way that is clear, compassionate, and actionable.

Learn From Dr. Moira Somers

Dr. Moira Somers is a neuropsychologist, financial change expert, and author of Advice That Sticks. Her work focuses on helping professionals understand the emotional and behavioral side of financial decision-making.

What You’ll Learn

Inside this course, you’ll explore:

Why good advice does not always lead to action
The five key factors that determine whether clients follow through
How stress, overwhelm, and emotion impact decision-making
Ways to make financial recommendations easier for clients to understand and act on
How to strengthen trust, communication, and client engagement

Course Includes

5 on-demand video modules
42 minutes of total video instruction
6 knowledge-check quizzes
A sample from Dr. Moira Somers’ book, Advice That Sticks
A valuable CE opportunity for financial professionals

Who This Course Is For

This course is ideal for financial advisors, planners, coaches, and professionals who want to improve client communication and help clients take meaningful action on the advice they receive.

Why This Course Matters

Clients are often navigating more than numbers. They may be dealing with fear, uncertainty, grief, life transitions, or decision fatigue. When advice is delivered without considering these human factors, even excellent recommendations can go unused.

Dr. Somers helps professionals understand the psychology behind follow-through so they can offer advice that feels supportive, doable, and effective.

Transform the Way You Give Advice

Strengthen your client communication skills and learn how to give advice that truly sticks.

Enroll today and begin the on-demand course 👇