Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her truly unique podcast series, The Big Reveal. Get an exclusive view into the human side of some of the financial services industry influencers and thought leaders and listen and learn as they discuss the latest news and industry trends and at the end, find out why the series is called, The Big Reveal.
Dr Preston Cherry: His View on the important role Behavioral Finance Psychology plays in planning, questions every advisor needs to ask prospects and why he swears by his Costco niche practice philosophy
In this episode, Dr Cherry discusses the critical role psychology plays when talking to clients about money, the number one mistake that can derail any marketing plan, his must ask questions to prospects and why he’s betting on Gen X to fuel his practice.
He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.
Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!
