Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most
Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.
Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.
Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life, "enough," and how to find joy in living simply.
Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.
Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.
This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.
A comprehensive 4-part series on being an excellent CEO featuring leading CEOs and consultants.