Topics

Advice Ignored: Why people don't follow your great advice

The plan is logical; the advice is sound; the client is in full agreement. And yet – NOTHING is happening! Is the client stuck, resistant, or just plain ornery? How you choose to frame this inaction can affect everything that follows in your work together.

Dr. Somers has long studied what happens in this moment of a relationship, and how to affect more positive outcomes. Join in as she describes how people go about deciding to change and what differentiates successful from unsuccessful changers and change agents. Learn how to create a working alliance that is stronger than ever.

How to Be Happier at Work

Work can be stressful, boring and unappealing. Work can be exciting, meaningful and satisfying. So is it the job itself that makes the difference, or is it the person doing the work? More importantly, what can be done to make work better and to do better work? In this informative presentation Dr. Somers will show audiences how to:

Understand the links between profitability, productivity, and happiness.
Identify the key job characteristics that make employees happier.
Cultivate your own personal potential for happiness.

Singing' the Money Blues: Financial Stress in the Workplace

The research is in, and the results are crystal clear: Money is the leading source of stress identified by the majority of North Americans. What does this finding mean for employers? What are the particular implications for human resources personnel? Join executive coach and financial recovery expert Dr. Moira Somers for this examination of the direct and indirect costs of financial stress.

The Limits of Willpower

Or, “Why It All Goes to Hell at the End of the Day.” Have you ever wished that you had more willpower? Groaned about how hard it is to resist temptation? If so, you’re in good company! Just think of what you could accomplish – at work AND in your personal life – if you had greater reserves of self‐discipline. But the fact is that we often seem to run out of willpower at critical moments. In this engaging talk, learn from the science of positive psychology how you can:

Use better strategies that will preserve your willpower for when it’s really needed.
Increase your self‐discipline.
Reach your goals (and help your team or clients reach theirs) with fewer setbacks along the way.

The Bad Habits of Highly Annoying Leaders

Effective leadership is often less about the To-Do list than it is about the To-Don’t list. Yet strong leaders are often blind to their own foibles and may keep practicing the very habits that limit the growth and effectiveness of those around them. In this interactive session, Dr. Somers will teach:
How leaders can get accurate feedback on the habits they need to change.
How to cultivate the skills of non-defensiveness and receptivity to change.
Effective means of follow-through to ensure lasting behaviour change.

Dr. Moira Somers

Expert on Building Effective Teams and Leaders | Best selling author

What does it take to grow as a leader and as a team? How does one move out of a Just Getting By work culture to a Thriving one? And, more critically, how can such gains be maintained for the long run? Consulting neuropsychologist Dr. Moira Somers works with businesses around the globe to help create lasting, positive change in their people. “I provide scientifically based training for smart professionals – because no one wants to waste time and money on ideas that don’t work.”

Somers is a clinical neuropsychologist and professor who brings to the business world an impressive breadth of expertise in brain functioning, behaviour change, and mental health. She is the author of Advice that Sticks, a bestselling book that has been identified as one of 2018’s top recommended reads for financial services professionals. She is a witty and warm speaker whose presentations are hailed for their immediate applicability to the workplace.  In addition to her keynote addresses and seminars, Dr. Somers does in-house executive coaching, case consultation, client appreciation events, and family business retreats.

Current and past clients include the National Football League Players’ Association, the Chartered Institute for Securities and Investments, the Financial Planning Association’s Annual Retreat, the Centre for Advanced Life Underwriting, and a host of privately owned companies and advisory firms. Dr. Somers is a senior faculty member with the Sudden Money Institute, where she trains advisors and conducts research into the psychological factors at play during major life transitions.

Background

Consultant and trainer for wide array of financial organizations, including regulatory bodies, banking institutions, small private wealth management firms, and major accounting, insurance, and investment companies.

Executive coach (certified in Marshall Goldsmith’s Stakeholder Centered Coaching) C-level executives and business owners.

Consultant to Human Resources departments on financial stress in the workplace.

Private practice in wealth psychology, with a focus on the needs of high net worth clients and their families.

Author, Advice that Sticks: How to Give Financial Advice that People Will Follow.

#1 Amazon Bestseller

#1 on Michael Kitces 

Summer Reading List of “Best Books” For Financial Advisors – 2018 Edition

Topics

Advice Ignored: Why people don't follow your great advice

The plan is logical; the advice is sound; the client is in full agreement. And yet – NOTHING is happening! Is the client stuck, resistant, or just plain ornery? How you choose to frame this inaction can affect everything that follows in your work together.

Dr. Somers has long studied what happens in this moment of a relationship, and how to affect more positive outcomes. Join in as she describes how people go about deciding to change and what differentiates successful from unsuccessful changers and change agents. Learn how to create a working alliance that is stronger than ever.

How to Be Happier at Work

Work can be stressful, boring and unappealing. Work can be exciting, meaningful and satisfying. So is it the job itself that makes the difference, or is it the person doing the work? More importantly, what can be done to make work better and to do better work? In this informative presentation Dr. Somers will show audiences how to:

Understand the links between profitability, productivity, and happiness.
Identify the key job characteristics that make employees happier.
Cultivate your own personal potential for happiness.

Singing' the Money Blues: Financial Stress in the Workplace

The research is in, and the results are crystal clear: Money is the leading source of stress identified by the majority of North Americans. What does this finding mean for employers? What are the particular implications for human resources personnel? Join executive coach and financial recovery expert Dr. Moira Somers for this examination of the direct and indirect costs of financial stress.

The Limits of Willpower

Or, “Why It All Goes to Hell at the End of the Day.” Have you ever wished that you had more willpower? Groaned about how hard it is to resist temptation? If so, you’re in good company! Just think of what you could accomplish – at work AND in your personal life – if you had greater reserves of self‐discipline. But the fact is that we often seem to run out of willpower at critical moments. In this engaging talk, learn from the science of positive psychology how you can:

Use better strategies that will preserve your willpower for when it’s really needed.
Increase your self‐discipline.
Reach your goals (and help your team or clients reach theirs) with fewer setbacks along the way.

The Bad Habits of Highly Annoying Leaders

Effective leadership is often less about the To-Do list than it is about the To-Don’t list. Yet strong leaders are often blind to their own foibles and may keep practicing the very habits that limit the growth and effectiveness of those around them. In this interactive session, Dr. Somers will teach:
How leaders can get accurate feedback on the habits they need to change.
How to cultivate the skills of non-defensiveness and receptivity to change.
Effective means of follow-through to ensure lasting behaviour change.

Video

Testimonial

I have had the pleasure of hearing Moira speak several times. Each time she has been extremely pertinent, timely and very informative. However, what makes Moira so engaging is her keen wit, her vivid word pictures and her Canadian sense of humor! Moira is an exceptional speaker, enthralling all audience types!

— Kathy McMillan, RichardsonGMP, Institute for Advanced Financial Planning

Links

Money & Stress: Take this to the bank in Hope to Cope

Caught in the parent trap in the Winnipeg Free Press

Automate Your Savings on More from Investors Group