Aug 6, 2021
The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss personality models and how they can improve how we deliver advice.
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Links mentioned in this episode:
https://www.uwgb.edu/csb/faculty-staff/preston-cherry/
https://www.concurrentfp.com/financial-planner-dr-preston-cherry