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Title

Why Good Clients Ignore Great Advice: Overcoming the Implementation Impasse

Event Description

PRIVATE WEALTH SERIES
FALL 2016

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Presented jointly by CFA Society Edmonton and Advocis (Edmonton Chapter)

Why Good Clients Ignore Great Advice: Overcoming the Implementation Impasse

Moira Somers, Ph.D., C.Psych.
Clinical Neuropsychologist
University of Manitoba
SYNOPSIS
 

It's a problem that frustrates advice-givers in every profession: well-intentioned clients frequently ignore excellent advice, often to their great detriment. This session focuses on how financial professionals can deliver advice more effectively. Learn what to avoid and what to enhance in order to gain lifelong clients

Also featuring Kevin Cork, The Absolute Group
"Ultimate Advisor Tech - Maximize Revenue and Reduce Waste"


Moira Somers, Ph.D., C.Psych.
Clinical Neuropsychologist
University of Manitoba


Dr. Moira Somers is a clinical neuropsychologist and a professor in the Department of Clinical Health Psychology at the University of Manitoba. She has a specialty practice in financial psychology, helping people deal with the challenges of wealth.

Dr.Somers' work on client non-adherence and the psychological impact of major life transitions has made her a sought-after speaker and coach in financial circles. She has delivered talks to organizations such as the National Football League Players' Association, the Financial Planning Association Retreat,  Bob Veres' Insider's Forum, and the Financial Planning Standards Council.​


Event Type

Social

Education Topic

Private Wealth Management

Start Time

10/20/2016 7:15 AM

End Time

10/20/2016 10:00 AM

City

Edmonton

State/Province

Alberta

Event Country

Canada

Event Region

Americas

Location Info

Chateau Louis 
11727 Kingsway NW
Edmonton, AB T5G 3A1

Speaker

Moira Somers, Ph.D., C.Psych.

CE Credits

1

SER Credit

0

Currency

CAD

Member Price

$30 (plus GST)

Non-Member Price

$35 (plus GST)

Candidate Price

$30 (plus GST)

Registration

All Day Event

 

Recurrence

 

Location

Chateau Louis

End

10/20/2016 10:00 AM

Attachments

Content Type: MyCFA Calendar
Created at 9/26/2016 8:44 AM by info@sask.cfasociety.org
Last modified at 9/26/2016 8:50 AM by info@sask.cfasociety.org