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内容由Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth提供。所有播客内容(包括剧集、图形和播客描述)均由 Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494)

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内容由Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth提供。所有播客内容(包括剧集、图形和播客描述)均由 Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.

Matt and Dr. Cherry discuss:

  • 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

Advance the human condition through financial advice and education.

~Dr. Preston Cherry

Resources:

Connect With Dr. Preston Cherry:

Connect With ProudMouth:

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.

  continue reading

300集单集

Artwork
icon分享
 
Manage episode 450956327 series 3029244
内容由Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth提供。所有播客内容(包括剧集、图形和播客描述)均由 Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.

Matt and Dr. Cherry discuss:

  • 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

Advance the human condition through financial advice and education.

~Dr. Preston Cherry

Resources:

Connect With Dr. Preston Cherry:

Connect With ProudMouth:

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.

  continue reading

300集单集

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