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Interview with Dr. Moira Somers: Understanding Life Transitions in Financial Planning
On this episode of Shaping Change, Ross Marino talks with Dr. Moira Summers, clinical neuropsychologist and Author of “Advice that Sticks: How to give financial advice that people will follow”. They discuss the impact that major life transitions and identity changes have on financial decision making, and finding meaning in those transitions moving forward in life.
Learn more about Dr. Moira Somers:
Money, Mind and Meaning
Michael Kitces on "Advice that Sticks"
Get your copy of "Shaping Change"
Connect With A2X Social:
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©Advisor2X. All Rights Reserved.
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By Ross Marino, CFP®, CPFA, CeFT®
5
66 ratings
On this episode of Shaping Change, Ross Marino talks with Dr. Moira Summers, clinical neuropsychologist and Author of “Advice that Sticks: How to give financial advice that people will follow”. They discuss the impact that major life transitions and identity changes have on financial decision making, and finding meaning in those transitions moving forward in life.
Learn more about Dr. Moira Somers:
Money, Mind and Meaning
Michael Kitces on "Advice that Sticks"
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.