Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most
Between Now and Success
English - October 24, 2023 14:17 - 37 minutes - 24.5 MB - ★★★★★ - 104 ratingsInvesting Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin–Green Bay. On top of that, he's a co-founder and Chief Evangelist at Practice Intel.
In a Nutshell: There's a significant disconnect in our industry between what folks say they want from an advisor and what advisors are actually delivering. To close that gap, advisors may need to start quantifying their relationships to clients so that they can track, measure, and manage more than just return on investment.
On today's show, Dr. Preston Cherry returns to discuss Practice Intel's "Relationship Quality Index" and how he's helping the next generation of advisors prepare to deliver comprehensive planning.