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.
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.
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Gayle Colman explains why advisors should pay attention to how the whole body expresses feelings around money.