Today, we delve into the heart of financial planning with our guest, who advocates for an approach beyond numbers and charts. Our conversation revolves around aligning life and money, creating personalized and value-driven advice for clients, and adapting to the evolving financial planning landscape.  

Joining us today is Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, who emphasizes helping clients live their best lives by aligning their money with their goals. This episode is a must-listen for any financial advisor seeking to elevate their practice and build client relationships.  

Forget cookie-cutter solutions. Advisors need to personalize their approach, catering to individual values, goals and unique circumstances. But the landscape is shifting. The upcoming wealth transfer and generational shifts demand adaptability from financial advisors. Dr. Cherry sounds the alarm for modernization in the field, urging advisors to embrace technology and new approaches to elevate the advice experience.  

In this episode, you’ll learn key concepts on:  

• Building lasting relationships with clients 

• Embracing technology to enhance the advice experience 

• Adapting to change in the financial industry 

• Crafting a personalized strategy that helps clients achieve their dream life 

• And more! 

 

Connect with Lara Galloway: 

• LinkedIn: Lara Galloway 

• White Glove 

Connect with Preston Cherry: 

• LinkedIn: Preston Cherry 

• Concurrent Financial Planning 

About our Guest: 

Dr. Cherry is the Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Center for Personal Financial Planning at the UW — Green Bay. Preston specializes in empowering individuals to share stories that inform their financial resources and life’s design to achieve financial wellness and freedom that cultivates life wholeness. Preston has over 15 years of financial services and academic experience. Preston has been cited by the New York Times, the Wall Street Journal, CNBC, and Yahoo Finance.