Dr. Moira Somers

Dr. Moira Somers is a prominent figure in the field of financial psychology and family wealth consulting. She serves as the Founding Partner and Chief Learning Officer at Blackwood Family Enterprise Services.1

Professional Expertise

Dr. Somers specializes in the growing field of financial psychology, where she focuses on training and consulting with financial services professionals. Her work aims to help these professionals and their clients navigate the complex psychological aspects of financial decision-making and wealth management.1

Roles and Responsibilities

As a financial psychologist, family wealth consultant, educator, and author, Dr. Somers wears multiple hats in her professional life.23 Her expertise extends to various areas, including:

• Financial Psychology: She provides insights into the psychological factors that influence financial behaviors and decision-making.
• Family Wealth Consulting: Dr. Somers works with families to address the unique challenges associated with managing and transferring wealth across generations.
• Education: She is involved in educating both professionals and clients about the intersection of psychology and finance.
• Authorship: Dr. Somers has written on various topics related to her field of expertise.

Recent Activities

Dr. Somers is active on LinkedIn, where she frequently shares insights and articles related to her field. Some of her recent posts have covered topics such as:

• The challenges of delaying important financial decisions3
• The potential connection between ADHD and leadership in the workplace4
• The concept of "sludgebusting" in financial contexts5
• Financial vulnerabilities of widows6
• The impact of expert advice on cognitive processing7

Through her work and social media presence, Dr. Moira Somers continues to contribute valuable insights to the fields of financial psychology and family wealth management.