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Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most
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…
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