Encore Episode: How to Lead with Compassion and Vulnerability

Injecting transformative energy into every action he can, Dr. Preston D. Cherry, founder of Concurrent Financial Planning, is a prolific speaker and assistant professor of finance at the University of Wisconsin, Green Bay. He helps leaders and advisors build from the human side of relationships to better understand how money integrates into comprehensive financial planning. His Life Money Balance approach prioritizes financial wellness to create a transformative experience. Tune in as we revisit our insightful chat with Preston about the importance of mentorship and accepting we all need help, acknowledging each other’s personhood and emotions about money, letting life lead your money, and more.