Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact

Tune in to hear: - How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives? - Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented? - How is the term non-compliance potentially problematic? - What are some individual characteristics of advice givers that helps their advice be stickier? - What are some of the big drivers that cause professionals to use too much jargon? - What are some potential resources for financial advisors who are hoping to be more culturally sensitive? https://moneymindandmeaning.com Compliance Code: 0430-OAS-3/9/2022