Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

Managing Your Practice

EpisodeJan 29, 202454m

Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

Managing Your Practice

EpisodeJan 29, 202454m

Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors facilitate follow-through on recommendations and advice to clients. She poses important questions to identify true client priorities, mitigate procrastination, and ensure your firm can operate at a high level without compromising the client experience.

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide...

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