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Postponed: Workshop with Dr. Moira Somers

THIS EVENT HAS BEEN POSTPONED DUE TO CIRCUMSTANCES BEYOND OUR CONTROL. WE ARE PURSUING A NEW DATE!



Two big questions advisors must ask now are how has their business changed due to the pandemic, and how are they evolving to be sustainable going forward?

In these times, advice becomes more relevant and more important, and more personal. For many, the COVID-19 pandemic is a life event with far-reaching implications for their finances, relationships, and overall well-being.

To make it even more interesting, is the fact that we have our own major life transitions to deal with at the same time that we are attempting to help clients with theirs!

Join us on November 5th for a special workshop with Dr. Moira Somers, a clinical neuropsychologist, professor and financial recovery expert. In this workshop, we will learn:
  • Why some clients struggle more than others
  • The most common indicators of mental depletion
  • Specific strategies for preventing regret and restoring capacity

Applicaiton for continuing education being filed with CFP Board.


Location

THIS EVENT IS BEING
RESCHEDULED
   
 



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Speaker Profiles

 


Moira Somers, C. Psych
Expert of Neuroscience, Advising and Leadership, Best-selling Author
Money, Mind and Meaning

Dr. Moira Somers is a clinical neuropsychologist, professor and financial recovery expert based in Winnipeg, Manitoba. Her work is divided between training/consultation and direct client services. Both areas of work allow her to dig deep into what she considers to be some of the most fascinating aspects of human behavior.

But ultimately, there’s one thing she does better than most, and for which she's earned a reputation: she gives advice that sticks. To that end, perhaps Dr. Somers’ most appropriate title is professional advice-giver.

For more than a decade, Dr. Somers has leveraged her extensive knowledge of behavioral-change techniques to transform advisors into better, more adept financial advice-givers—more specifically, financial advice-givers who are able to offer advice their clients will actually follow.




Event ID  401