Advice that sticks : how to give financial advice that people will follow /
Somers, Moira,Ph. D.,author.
Includes bibliographical references (pages 193-198) and index.
The value of advice that sticks -- Why people seek advice -- A curse, a plague, and other problems caused by advisory teams -- The peculiarities of people and finances -- What makes some advice harder to take than others -- Client characteristics (part 1): working with the horse you've got -- Client characteristics (part 2): how to help when life packs a wallop -- Under the influence: social and environmental contributors to adherence -- Some final thoughts.
Investment advisors
Financial planners
Finance, Personal
Financial planning industry
Investment advisors
Financial planners
Finance, Personal
Financial planners
Investment advisors
Investment advisors