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Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services
Manage episode 431551896 series 3583022
Indhold leveret af Wernick Spear Wealth Managers and Jordan Rodriguez. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Wernick Spear Wealth Managers and Jordan Rodriguez eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion, how it affects decision-making, what Moira’s process looks like with clients, the importance of clearly communicating your goals, and how high net worth families prefer to receive advice. Connect with Moira at MoneyMindAndMeaning.com, BlackwoodFES.com, on LinkedIn, and her book Advice That Sticks, and Jordan at WSWealthManagers.com
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