Conversations for Financial Professionals

Unscripted, Behind the Scenes Financial Advisor Talk with Preston D. Cherry, MS, CFP®


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This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/bMP1L_RBl5k

Have you ever wanted to listen in on "behind the scenes" talk in the financial service industry?

My friend Preston Cherry, a fellow financial advisor, go "unscripted" on several subjects including:

  1. The many facets and entry points into the financial services industry for aspiring financial professionals,
  • How you might not always follow a linear path as a financial professional,
  • The benefit of educational programs like Dalton, and
  • How to get experience (as a new advisor) if you don't have any.
  • Preston's LinkedIn Profile: https://www.linkedin.com/in/prestoncherry/

    Preston's website: https://www.concurrentfp.com/financial-advisor-preston-cherry


    Thanks for listening.

    For more information on what I'm doing for current and aspiring financial professionals, click here.

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Conversations for Financial ProfessionalsBy Dominique Henderson, CFP®

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