Episode #15: “The Power of Dialog and Story Listening” with Dr. Preston Cherry

<p>In Episode #15 of Mindset Mastery, “The Power of Dialog and Story Listening”, a self-proclaimed “story listener,” Preston D. Cherry, Ph.D., CFP® of <a href= "https://www.concurrentfp.com/" target="_blank" rel= "noopener">Concurrent Financial Planning, LLC</a>, talks with Mindset Mastery host <a href="http://www.marieswift.com/" target= "_blank" rel="noopener">Marie Swift</a> about the power of dialog, authenticity, and creating common ground as a way to create more meaningful connections with clients, friends and family, while at the same time inspiring action.</p> <p>In a nutshell: Financial planners who connect with clients using some of the methodologies discussed can avoid becoming a commoditized. Dr. Cherry provides tips for engaging based on humorous or relatable household matters to bridge into money conversations. It’s all about Life Money Balance™ aspirations and using challenges to pivot and grow. Dr. Cherry is also Assistant Professor of Personal Financial Planning & Finance in the <a href= "https://www.uwgb.edu/csb/faculty-staff/preston-cherry/#:~:text=Assistant%20Professor%20of%20Finance%20%26%20Personal%20Financial%20Planning&text=Cofrin%20School%20of%20Business%20at,%26%20M%20University%20(2003)." target="_blank" rel="noopener">Austin E. Cofrin School of Business at the University of Wisconsin – Green Bay</a>, where he is Head of the CFP Board Registered Approved Personal Financial Planning Program. The program helps prepare the next generation of financial planners for success.</p> <p>To learn more about the philosophies and financial planning-based research Dr. Cherry focuses on, including client connection and communication that leverages money psychology tools that can increase client engagement with their personal finance journey, visit <a href="http://www.ConcurrentFP.com" target= "_blank" rel="noopener">www.ConcurrentFP.com</a>.</p> <p>Brought to you by <a title="NAPFA" href="https://www.NAPFA.org" target="_blank" rel="noopener">NAPFA</a> - the National Association of Personal Financial A