The Big Reveal

The Big Reveal

TBR - Ep 4 - Dr Preston Cherry

December 06, 2022

Dr Preston Cherry: His View on the important role Behavioral Finance plays in planning, questions every advisor needs to ask prospects and why he swears by his Costco niche practice philosophy

In this episode, Dr Cherry discusses the critical role psychology plays when talking to clients about money, the number one mistake that can derail any marketing plan, his must ask questions to prospects and why he’s betting on Gen X to fuel his practice. 

He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.

Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!