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Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry

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Manage episode 456394276 series 110957
Konten disediakan oleh Steve Sanduski. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Steve Sanduski atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and founder of Concurrent Financial Planning. His new book is Wealth in the Key of Life: Finding Your Financial Harmony.

In a Nutshell: "Songs in the Key of Life" is one of Stevie Wonder's most famous albums. In a similar vein, Dr. Preston Cherry wants people to find that kind of harmony between their money, their values, and their lives. And advisors who can help folks create a financial life that really sings are going to connect more deeply with clients and empower them to live -- and plan -- with more intention.

On today's show, Dr. Preston Cherry and I discuss his new book and his unique perspective on how to bring purpose, balance, a "permission to prosper" and a little bit of rhythm to your financial planning process.

  continue reading

289 episode

Artwork
iconBagikan
 
Manage episode 456394276 series 110957
Konten disediakan oleh Steve Sanduski. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Steve Sanduski atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and founder of Concurrent Financial Planning. His new book is Wealth in the Key of Life: Finding Your Financial Harmony.

In a Nutshell: "Songs in the Key of Life" is one of Stevie Wonder's most famous albums. In a similar vein, Dr. Preston Cherry wants people to find that kind of harmony between their money, their values, and their lives. And advisors who can help folks create a financial life that really sings are going to connect more deeply with clients and empower them to live -- and plan -- with more intention.

On today's show, Dr. Preston Cherry and I discuss his new book and his unique perspective on how to bring purpose, balance, a "permission to prosper" and a little bit of rhythm to your financial planning process.

  continue reading

289 episode

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