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Mindset Mastery Podcast by NAPFA


Welcome to the Mindset Mastery podcast, brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/

Marie Swift, founder and CEO of Impact Communications, one of the most prominent and influential marketing consultants in the client-centered financial services world, will bring motivational insights and actionable advice to NAPFA members and interested others through a series of short podcast interviews. As show host, Marie will be hand-selecting guests from a "who's who list" of professionals, which will include some of the biggest names in the RIA consulting space, as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Lean in and listen now.

Jun 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.

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.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org