The advice is sound; the client seems eager; and then… nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained.
Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams.
The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.

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"I've been a financial advisor for over 30 years but I still learned a lot from this great little book. Excellent research and information, well written and fun. What more could I ask for?"

"...I’ve yet to find a book that so clearly and efficiently lays out techniques for planners to help their clients in almost all situations..."

"...If you really want to advance your skills in the client relationship, read this book..."

"I found this book extremely useful with lots of insight on best practices with clients. I would recommend this book highly to all financial professionals! I manage a financial coaching program and I'm having all my coaches read this book. One coach already tried some techniques and found it extremely useful."

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"If you ever thought books for financial advisers were dry and dull, this is the antidote. Dr Somers helps finance professionals develop the human side of their work with humour and skill in this incredibly useful and readable guide."

"An important topic covered extremely well. A good read and also a great reference point to the future. I expect to refer back to it regularly"

"As Financial Planning becomes more professional, so it’s vital our client interaction is supported by hard science This book supports that process, written by a highly qualified practitioner. And one who understands and even likes Planners! Slightly understated, it’s worth reflection and a re-read in time"