We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not.

In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his book, Wealth in the Key of Life, offers both advisors and clients a fresh approach to financial wellness.

Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.

Matt and Dr. Cherry discuss:

The significance of behavioral finance in understanding clients’ financial decisions
How advisors can serve clients more effectively by understanding the psychology of money
Insights from his book, which offers a fresh perspective on financial planning
How to bridge the gap between financial goals and personal values
Practical strategies for advisors to foster deeper client relationships and enhance financial well-being
And more

“Advance the human condition through financial advice and education.”

~Dr. Preston Cherry

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About Our Guest:

Dr. Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.