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Contenido proporcionado por Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494)
Manage episode 450956327 series 3029244
Contenido proporcionado por Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.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:
- LinkedIn: Dr. Preston Cherry
- Website: Dr. Preston Cherry
- Website: Concurrent Financial Planning
- Facebook: Concurrent Financial Planning
- X: @DrPrestonCherry
- YouTube: Life Money Balance®
Connect With ProudMouth:
- Thinking about starting your own podcast? Book a call to learn about our done-with-you service
- ProudMouth
- LinkedIn: Matt Halloran
- X: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- X: ProudMouth
- YouTube: 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.
300 episodios
Compartir
Manage episode 450956327 series 3029244
Contenido proporcionado por Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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:
- LinkedIn: Dr. Preston Cherry
- Website: Dr. Preston Cherry
- Website: Concurrent Financial Planning
- Facebook: Concurrent Financial Planning
- X: @DrPrestonCherry
- YouTube: Life Money Balance®
Connect With ProudMouth:
- Thinking about starting your own podcast? Book a call to learn about our done-with-you service
- ProudMouth
- LinkedIn: Matt Halloran
- X: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- X: ProudMouth
- YouTube: 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.
300 episodios
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Similar a Top Advisor Marketing Podcast
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
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continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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continue reading
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