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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”

Values-Based Financial Planning with Natalie Taylor

Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.

2022-06-22T13:01:20-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Values-Based Financial Planning with Natalie Taylor