Advice That Sticks
How to Give Financial Advice That People Will Follow
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Narrated by:
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Kim Niemi
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By:
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Moira Somers
About this listen
The advice is sound; the client seems eager; and then...nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients' well-being is compromised, opportunities are lost, and the professional relationship grows strained.
Advice That Sticks takes aim at the problem of financial non-adherence. Authored by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams.
The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioral economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.
©2018 Moira Somers (P)2021 TantorListeners also enjoyed...
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- By copious on 03-27-21
By: Sir John Whitmore, and others
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Lead like a Woman
- Gain Confidence, Navigate Obstacles, Empower Others
- By: Deborah Smith Pegues
- Narrated by: Deborah Smith Pegues
- Length: 6 hrs and 10 mins
- Unabridged
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Every day, whether they’re competing in the business world or serving in a nonprofit, women hear that they’re not enough. They’re too emotional to lead, and the way they act, speak, and even think is detrimental to success. But in Lead like a Woman, former Fortune 500 executive Deborah Smith Pegues shows that your uniquely female qualities can position you for success - if you know how to use them.
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Misleading due to faith
- By Lauren Craft on 05-24-21
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Mastering the Art of Quitting
- Why It Matters in Life, Love, and Work
- By: Peg Streep, Alan B. Bernstein
- Narrated by: Grover Gardner
- Length: 7 hrs and 37 mins
- Unabridged
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Performance
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In Mastering the Art of Quitting, the authors show us how to let go when we need to and how to start over. A guide to increasing our emotional and mental flexibility, assessing our goals, and knowing when to hang in or bail out, it tackles our tendencies to overanalyze, ruminate, and put a positive spin on situations we actually need to avoid. In a culture which perceives quitting as a last resort, Alan Bernstein and Peg Streep show that it’s an essential tool for a happy and successful life. They reveal simple truths which apply to goals in all areas of life including love, relationships, and work.
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Good book but not in audio format.
- By Viktar on 11-25-15
By: Peg Streep, and others
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No Ego
- How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results
- By: Cy Wakeman
- Narrated by: Cynthia Farrell
- Length: 4 hrs and 45 mins
- Unabridged
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No Ego is about increasing awareness of just how often individuals are operating out of ego at work, breeding drama and discord rather than innovation and constructive collaboration. It is high time to reinvent leadership thinking. The current work experience is so full of emotional waste that it's seen as a foregone cost in today's business environments. Cy Wakeman teaches straightforward strategies in which this time and energy can be re-commissioned and put toward the value that hired talent is intended to provide.
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It's a good dose of reality, but not enough...
- By Phaethon on 02-25-20
By: Cy Wakeman
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What listeners say about Advice That Sticks
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- Melissa M.
- 02-17-23
Easy read and guide
I listened while reading along simultaneously and found myself unable to put the book down. The information was easy to understand, and I loved the boosters added to help us implement the work. I’ll be able to incorporate the teachings into my coaching immediately and am excited to bring more value to my clients.
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- Zach
- 10-29-23
Free for a reason
Don’t waste space in your library on this one. Lots of talking in circles and psycho babble without getting to the point of the title.
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