How Aligning Life and Money Changes Everything w/ Dr. Preston Cherry (Ep. 494) скачать в хорошем качестве

How Aligning Life and Money Changes Everything w/ Dr. Preston Cherry (Ep. 494)

We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not. In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his book, Wealth in the Key of Life, offers both advisors and clients a fresh approach to financial wellness. 🎙️About our guest: Dr. Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle. Discover: The significance of behavioral finance in understanding clients' financial decisions How advisors can serve clients more effectively by understanding the psychology of money Insights from his book, which offers a fresh perspective on financial planning How to bridge the gap between financial goals and personal values Practical strategies for advisors to foster deeper client relationships and enhance financial well-being And more #BeYourOwnLoud #FinancialServicesProfessional #AdvisorMarketing ------- Are you a financial advisor who wants to become a recognized and trusted authority? ProudMouth helps you build an audience of raving fans who do the marketing for you – so you can spend less time selling and more time advising. 👉Learn more at: https://proudmouth.com/ ------- We’re Matt and Kirk, the co-founders of ProudMouth 👋 Since launching our Influence Accelerator System, we’ve turned hundreds of advisors into sought-after trusted authorities. We provide the talent, tools, and training to empower, enable and equip you for competitive advantage in the expertise economy. Our clients include Christine Luken, Larry Heller, and other recognized authorities who now rely on the “pull" of influence instead of the “push” of advertising to fuel their business growth.