June 7, 2021

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 Concurrent Financial Planning, LLC, talks with Mindset Mastery host Marie Swift 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.

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 Austin E. Cofrin School of Business at the University of Wisconsin – Green Bay, 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.

Preston D. Cherry, Ph.D., CFP®

Dr. Cherry specializes in empowering households and business owners with a trusted place where they can be candid and comfortable sharing their stories and aspirations about their life and money; past, present, and future. The goal is to utilize their unique stories to cultivate financial independence that optimizes their financial resources and encourages financial wellness, creating a life wholeness experience.

Preston has over 15 years of professional financial services and academic experience, including comprehensive financial planning, investment management, evidence-based research, and extensive leadership and service in the financial planning profession and community. He couples these aspects with his passion for coaching and counseling to help individuals engage with their Life Money Balance™  journey. 

Preston is a professional speaker and is often invited by nationally recognized publications and platforms to offer personal finance expertise that helps people achieve their financial goals and wellness. In 2021, he was recognized as one of Investopedia’s 100 Top Financial Advisors. 

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 www.ConcurrentFP.com.