In this engaging and practical on-demand course, Dr. Moira Somers explores the psychology behind client follow-through and the five key factors that determine whether advice truly “sticks.” Drawing from her expertise as a neuropsychologist and financial change expert, Dr. Somers helps financial professionals better understand client behavior, decision-making, and resistance to change — so they can create stronger client relationships and more meaningful outcomes.

This course is designed for advisors and professionals who want to improve communication, increase client implementation, and deepen trust through a more human-centered approach to financial conversations.

What’s Included

• 5 on-demand learning modules
• 42 minutes of video content
• 6 interactive quizzes
• Sample chapter from Advice That Sticks
• Valuable CE opportunity

You’ll Learn

• Why clients struggle to follow through on financial recommendations
• The behavioral and emotional barriers that impact decision-making
• How trust, timing, communication, and overwhelm affect outcomes
• Practical ways to present advice that clients are more likely to implement
• Techniques to create lasting behavioral change and stronger engagement

Whether you are newer to client work or a seasoned professional, this course offers actionable insights you can immediately apply in your practice.

Learn at Your Own Pace

Access this course anytime, anywhere. Complete the modules on your schedule and revisit the material whenever you need a refresher.

Cancellation & Refund Policy 

Payment is due in full. To protect our intellectual property and our trainers, we do not offer refunds on any of our courses. We trust that we attract students of high integrity and believe that if you're drawn to enroll, there is always a learning or lesson, whether it's within the coursework or the process of completing it.

Have further questions? Email judith@financialtransitionist.com