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

Implementation Guru / Financial Services Consultant / Author

If your job requires you to give financial counsel to people, then you know that your technical expertise alone may not get the job done. To be truly effective, financial professionals must also have a good understanding of applied human psychology – knowing how to connect, overcome bias, harness powerful influences, and prevent clients from sabotaging themselves. Gaining such a skillset can be quite a daunting task, especially since so much of it must be learned while in the midst of working with struggling or erratic clients.

That’s why so many financial professionals (including planners, accountants, business advisors, insurance experts, and banking personnel) turn to Dr. Moira Somers. She is the author of the highly anticipated book, Advice that Sticks: How to Give Financial Advice that People Will Follow. Her expertise lies in helping you quickly harness the science of behaviour change as it applies to the particular domain of money. She combines her direct clinical expertise as a financial psychologist with her deep knowledge of behavioural economics, non-adherence, and positive psychology. Funny, brainy, and profoundly practical, her presentations will turbo-charge the effectiveness of your advice.

Background

Clinical neuropsychologist and professor in the Department of Clinical Health Psychology, University of Manitoba.

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.

Keynote speaker to organizations including National Football League Players’ Association, FPA Retreat, Institute of Advanced Financial Planning, and Bob Veres’ Insiders Forum.

Senior faculty member, Sudden Money Institute, with responsibility for implementation and readiness training, Women in Transition special interest track, and research on transition fatigue.

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.

Available February, 2018

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