Listen in as we catch up with Founder & President of Concurrent Financial Planning, Dr. Preston Cherry, AFC®, CFT-I™, CFP® at the 2023 SHIFT Conference. In the second half of the episode, hear insights from Founder & Chief Executive Officer of Banríon Capital Management, Shana Sissel.
In the realm of financial planning, recognizing and understanding a person's individuality is crucial for providing a tailored, meaningful service. Both Dr. Preston Cherry and Shana Sissel know that prioritizing the client's unique background, values, and desires transforms financial planning from a mere transaction into a hyper-personalized experience. By viewing clients as more than just their financial assets, advisors can genuinely connect with them and gain their trust, leading to stronger and more lasting professional relationships.
In both financial planning and his work within academia, Dr. Preston Cherry emphasizes the significance of embracing a human-centered approach. To him, it is vital to understand a person's culture, experiences, attitudes, and preferences before delving into their finances. In that way, advisors can make clients feel valued, heard, and connected, fostering trust between both parties.
Likewise, Shana Sissel knows that the future of financial advice is based on human connection. She notes that nowadays, many younger investors are turning to values-based investing, and leaning on their advisors to help them discover which investments best match their overall worldview.
In this episode, you’ll hear from Dr. Preston Cherry and Shana Sissel as they explore how advisors can:
Tune in to the full episode for all these insights, plus learn Dr. Cherry and Sissel’s dream “fiestas” – one of which definitely includes a game of Monopoly!
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