Today, we delve into the heart of financial planning with our guest, who advocates for an approach beyond numbers and charts. Our conversation revolves around aligning life and money, creating personalized and value-driven advice for clients, and adapting to the evolving financial planning landscape.
Joining us today is Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, who emphasizes helping clients live their best lives by aligning their money with their goals. This episode is a must-listen for any financial advisor seeking to elevate their practice and build client relationships.
Forget cookie-cutter solutions. Advisors need to personalize their approach, catering to individual values, goals and unique circumstances. But the landscape is shifting. The upcoming wealth transfer and generational shifts demand adaptability from financial advisors. Dr. Cherry sounds the alarm for modernization in the field, urging advisors to embrace technology and new approaches to elevate the advice experience.
In this episode, you’ll learn key concepts on:
-
Building lasting relationships with clients
-
Embracing technology to enhance the advice experience
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Nikki Glaser Podcast
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.