Advice That Sticks: How To Give Financial Advice That People Will Follow
(eBook)

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Published
Practical Inspiration Publishing, 2018.
Status
Available Online

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Format
eBook
Language
English
ISBN
9781788600217

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Citations

APA Citation, 7th Edition (style guide)

Moira Somers., & Moira Somers|AUTHOR. (2018). Advice That Sticks: How To Give Financial Advice That People Will Follow . Practical Inspiration Publishing.

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Moira Somers and Moira Somers|AUTHOR. 2018. Advice That Sticks: How To Give Financial Advice That People Will Follow. Practical Inspiration Publishing.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Moira Somers and Moira Somers|AUTHOR. Advice That Sticks: How To Give Financial Advice That People Will Follow Practical Inspiration Publishing, 2018.

MLA Citation, 9th Edition (style guide)

Moira Somers, and Moira Somers|AUTHOR. Advice That Sticks: How To Give Financial Advice That People Will Follow Practical Inspiration Publishing, 2018.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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Grouping Information

Grouped Work ID3aea6642-dfd7-e86e-a865-b4377d72e7c9-eng
Full titleadvice that sticks how to give financial advice that people will follow
Authorsomers moira
Grouping Categorybook
Last Update2024-03-07 02:01:08AM
Last Indexed2024-04-20 02:50:10AM

Book Cover Information

Image Sourcehoopla
First LoadedJan 1, 2024
Last UsedJan 1, 2024

Hoopla Extract Information

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    [synopsis] => 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.
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