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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

How to Master Storytelling and Story Listening With Dr. Preston Cherry

Dr. Preston Cherry on why it's critical to spend more time on hearing your clients' stories and understanding their experiences around money.

2022-12-22T10:28:26-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Master Storytelling and Story Listening With Dr. Preston Cherry

Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes

Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.

2020-11-30T13:51:37-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes