Business
Moira is an Executive Coach, Financial Psychologist, Family Wealth Consultant and Author of "Advice that Sticks".
She joins Louis to talk about her book, and how to give advice that clients will actually follow.
Moira Somers LinkedIn: https://www.linkedin.com/in/moira-somers/
Money, Mind and Meaning Website: https://moneymindandmeaning.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/en-za/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
More Episodes
2022-04-06
158
2022-03-30
133
2022-03-23
171
2022-03-16
152
2022-03-09
155
2022-03-02
166
2022-02-23
179
2022-02-16
179
2022-02-09
162
2022-02-02
157
2022-01-26
149
2022-01-19
143
2021-12-15
177
2021-12-08
150
2021-12-01
152
2021-11-24
178
2021-11-17
161
2021-11-10
151
2021-11-03
173
2021-10-27
158
Get this podcast on your
phone, FREE
