Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact

Tune in to hear:

- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?

- Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented?

- How is the term non-compliance potentially problematic?

- What are some individual characteristics of advice givers that helps their advice be stickier?

- What are some of the big drivers that cause professionals to use too much jargon?

- What are some potential resources for financial advisors who are hoping to be more culturally sensitive?

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