111 KYC(P)- Know Your Client's Personality To Provide Better Advice with Dr. Preston Cherry
That Annuity Show · Nassau Financial Group
August 6, 202142m 45s
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Show Notes
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. Also, do you want to get regular updates on news from Dr. Cherry and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned in this episode: https://www.uwgb.edu/csb/faculty-staff/preston-cherry/ https://www.concurrentfp.com/financial-planner-dr-preston-cherry