Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favorite books for any financial planner, and honestly, for anyone who wants to make their advice more impactful in any area of life.
Russ and I explore what makes advice “stick,” the science and psychology behind why people don’t always follow sound, technically correct advice, and how we as professionals—and humans—can help bridge that gap. We discuss Dr. Somers’ FACTS framework (Facts, Acknowledgement, Curiosity, Timing, and Support), the importance of open-ended listening, the stages of client change, and the sometimes surprising emotional complexities in the planner-client relationship.
This episode isn’t just for financial planners! Whether you’re a parent, spouse, mentor, or just someone who genuinely wants to help others—this conversation reveals how to move from simply giving advice to fostering real, lasting change.
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