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Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most

Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.

2023-10-24T09:24:21-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most

Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”

Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life, "enough," and how to find joy in living simply.

2023-09-28T12:37:45-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”

2,500 Years of Thinking About “How Much is Enough?”

What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.

2023-08-09T07:56:06-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on 2,500 Years of Thinking About “How Much is Enough?”