The perfect plan is rendered useless in the absence of execution.
Or, as Dr. Moira Somers says: "What's the point of technically proficient advice if the client won't act on it?"
You would think that providing someone a step-by-step plan to accomplish their goals would be all that's needed to spur someone into action.
But, anyone that works with people and their money knows that simply isn't the case.
Dr. Moira Somers author of the book Advice That Sticks, provides a blueprint for improving the "stickiness" of your advice to help create better outcomes for clients.
Things you'll learn:
*This episode originally aired in January 2021.
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode --> Go Here.
*To receive our monthly newsletter full of practical ways to apply the human side of advice --> Go Here.
*Follow Brendan for insights on mastering the human side of advice:
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