The Customer Wins podcast

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[Perspective Series] Scaling a Franchise With Simplicity With Bennett Maxwell 31:50

för 15 hours sedan31:50

31:50

Bennett Maxwell is the Founder of Dirty Dough. Beginning his entrepreneurial journey in elementary school by selling candy bars, Bennett now leads a pioneering cookie-selling franchise. Dirty Dough's innovative centralized production introduces the first-ever three-layer cookie, streamlining franchise operations by addressing challenges like waste, quality control, and supply chain at the corporate level. This unique model allows franchises to operate with reduced costs and labor. With Dirty Dough, Bennett is looking to raise mental health awareness by encouraging authenticity and self-acceptance. In this episode… Scaling a business is no easy feat, especially when you aim to expand from a single location to a nationwide brand within a few years. Entrepreneurs often struggle with simplifying operations, maintaining brand identity, and keeping a work-life balance while growing exponentially. How can business owners build a franchise model that is both scalable and fulfilling? Bennett Maxwell, an experienced entrepreneur with a background in franchising and solar energy, shares his approach to overcoming these challenges. He emphasizes the importance of simplifying processes for franchisees by standardizing operations, centralizing production, and minimizing training time. He also highlights the role of branding in creating an emotional connection with customers, crafting a mission that extends beyond the product itself. By assembling an expert advisory board, leveraging AI for sales and marketing, and maintaining a strict work-life balance, Bennett found a way to rapidly scale his business while staying aligned with his personal values. In this episode of The Customer Wins , Richard Walker interviews Bennett Maxwell, Founder of Dirty Dough Cookies, about scaling a franchise with simplicity and purpose. Bennett shares how he streamlined operations, built a strong brand, and maintained a work-life balance while growing rapidly. He also discusses using AI for efficiency, the power of mentorship, and his decision to sell the company for long-term success.…

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[AI Series] How AI Is Transforming Wealth Management With Sindhu Joseph 38:19

för 8 dagar sedan38:19

38:19

Sindhu Joseph is the Founder and CEO of CogniCor, an AI-driven digital assistant platform transforming customer engagement in financial services. She holds a PhD in Artificial Intelligence and has co-authored six US patents. Recognized among WealthManagement.com's Ten to Watch in 2023, Sindhu is a member of the Forbes Technology Council. Her global background spans India, Europe, and the USA, and she is passionate about democratizing access to wealth through AI. In this episode… Many financial advisors struggle with time-consuming administrative tasks, leaving them with less time to focus on their clients and provide high-value advice. With only 30% of US households receiving financial guidance, how can technology help advisors scale their services and reach more people? Could artificial intelligence be the key to personalizing financial advice while improving efficiency? Sindhu Joseph, an artificial intelligence expert and founder of a leading AI-driven financial technology company, believes AI can revolutionize wealth management. She explains how AI copilots help advisors by automating meeting preparation, summarizing client interactions, and providing proactive recommendations. These tools save advisors an average of 3.5 hours daily, allowing them to focus on building relationships rather than administrative tasks. Sindhu also discusses how AI enhances personalization by recalling essential client details and delivering real-time market insights, helping advisors stay ahead of client needs. In this episode of The Customer Wins , Richard Walker interviews Sindhu Joseph, Founder and CEO of CogniCor, about how AI is transforming financial advising. Sindhu shares how AI reduces advisors’ workload, improves client relationships, and enhances operational efficiency. She also discusses compliance considerations, the future of AI in wealth management, and how AI’s rapid advancements are reshaping the industry.…

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[Perspective Series] Unlocking Business Growth: How Fulfillment Drives Success With Nickie Froiland 38:59

för 15 dagar sedan38:59

38:59

Nickie Froiland is the Co-founder and Chief Growth Officer of Motus9, a professional services and impact firm dedicated to helping organizations overcome challenges and achieve their goals. With a passion for guiding individuals to remove blind spots and discover new approaches, she excels in fostering personal and professional growth. Nickie's expertise spans business consulting, executive coaching, and operational advising, enabling clients to clearly and confidently navigate complex situations. Her commitment to creating impactful change has made her a trusted partner for businesses seeking transformation and success. In this episode… Running a business involves more than simply providing excellent products or services — it also requires strong leadership, a positive company culture, and alignment of operations with a clear purpose. However, challenges arise when misalignments, unaddressed issues, or unclear leadership create barriers to growth. So, how can companies identify these hidden obstacles and develop strategies for long-term success? Nickie Froiland, an expert in executive coaching and operational advising, dives deep into the core challenges that hold businesses back. She highlights the importance of aligning personal growth with company growth and emphasizes the role of purpose in shaping leadership and company culture. She shares strategies for fostering transparency through partner meetings, tackling misalignment head-on, and implementing frameworks like “The Company Way” to strengthen cultural and operational foundations. Nickie also stresses the importance of addressing uncomfortable truths within teams and using accountability for meaningful change. In this episode of The Customer Wins , Richard Walker interviews Nickie Froiland, Co-founder and Chief Growth Officer of Motus9, about creating purpose-driven leadership and aligning company culture with operations. Nickie explains how businesses can overcome hidden obstacles, improve accountability, and foster growth by addressing the “elephants in the room.” She also shares strategies for personal development, the value of partner meetings, and the power of having a clear company purpose to drive success.…

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[AI Series] How AI Is Transforming Business & Education With Michael Todasco 37:43

för 22 dagar sedan37:43

37:43

Michael Todasco is a Visiting Fellow at the James Silberrad Brown Center for Artificial Intelligence at San Diego State University. He previously served as Senior Director of Innovation at PayPal and holds over 100 US utility patents. Michael earned his MBA from UC Berkeley's Haas School of Business and a Master of Fine Arts from Johns Hopkins University. His work focuses on the intersection of artificial intelligence, payments, identity, biometrics, and blockchain technologies. In this episode… AI is transforming how businesses operate, but many leaders have yet to embrace its full potential. While companies acknowledge the need to adopt AI, many executives delegate exploration to their teams rather than using the technology themselves. How can leaders integrate AI into their workflows and empower their teams to do the same? According to AI expert Michael Todasco, business leaders must actively engage with AI to understand its capabilities and limitations. He recommends that executives personally experiment with tools like ChatGPT, provide their teams with access, and encourage knowledge sharing through dedicated discussions. By incorporating AI into everyday workflows such as sales strategy, performance reviews, and personal productivity, leaders can drive innovation while fostering a culture of curiosity and collaboration. In this episode of The Customer Wins , Richard Walker interviews Michael Todasco, Visiting Fellow at San Diego State University, about AI’s impact on business and leadership. Michael shares how AI can optimize workflows, improve decision-making, and revolutionize education through personalized learning. He also dispels common misconceptions about AI, offering practical advice for leaders looking to stay ahead in an AI-driven world.…

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Navigating Wealth With Transparency and Trust With Brian Thorp 36:10

för 29 dagar sedan36:10

36:10

Brian Thorp is the Founder, CEO, and Editor-in-Chief of Wealthtender, the industry's first SEC-compliant online review platform for financial advisors and a leading independent financial advisor directory. Under his leadership, the company has become a vital resource for half a million consumers annually, helping them connect with knowledgeable financial advisors. Before founding Wealthtender in 2019, Brian had a successful 22-year career with Invesco, where he led a team managing wealth management firm partnerships with over $100 billion in assets. He is also an active angel investor who enjoys working with entrepreneurs to help them grow. In this episode… In a world filled with financial uncertainties, having a reliable source for guidance is crucial. With so many options available, how can you determine where to begin your search for a trustworthy financial advisor? Brian Thorp, an experienced financial services professional, provides a solution to these questions by offering an SEC-complaint online review platform for financial advisors. He shares how he created his company to help Americans reduce money stress by connecting them with qualified financial advisors. He explains how he designed the platform like other trusted directories, such as those for doctors or lawyers, but uniquely focuses on financial advisors. Brian discusses how his firm is working to enhance transparency by allowing consumers to read verified reviews of financial advisors. The conversation also delves into the importance of matching specific client needs with advisors with the right expertise, whether handling equity compensation for tech professionals or offering hourly financial planning services. In this episode of The Customer Wins , Richard Walker interviews Brian Thorp, Founder and CEO of Wealthtender, about creating transparency in the financial advisory industry. Brian discusses how Wealthtender reduces money stress for Americans, the spectrum of clients the firm serves, how it enhances advisors' online reputations, and the impact of AI on Wealthtender's content and search visibility.…

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[AI Series] Transforming Client Onboarding With AI With Peter Dun 35:22

för 5 weeks sedan35:22

35:22

Peter Dun is the Co-Founder and CEO of Feathery, a company specializing in developing form-building solutions for developers and product teams. At Feathery, he leverages cutting-edge AI and no-code technologies to provide wealth managers with flexible and personalized onboarding tools that seamlessly integrate with their tech stack. With a background that includes degrees in artificial intelligence from Stanford University and previous roles such as Growth Lead at Robinhood, Peter has been instrumental in driving innovation in form automation and client onboarding processes. In this episode… As financial institutions seek to enhance their client onboarding processes, the integration of a flexible and customizable tool presents a compelling opportunity. Streamlining the customer experience without sacrificing unique branding and established workflows is essential for maintaining competitive advantage. Leveraging artificial intelligence, how can organizations innovate their account opening procedures, transforming them into a more efficient and personalized journey for customers? Artificial intelligence expert, Peter Dun, uncovers how his no-code, low-code platform equips wealth managers with the agility and control needed to design a client onboarding experience from scratch or customize existing workflows. Drawing from his background in AI, he discusses how this platform streamlines account opening processes and intelligently processes documents, adding a new layer of efficiency for financial advisors. Peter brings insights into the power of no-code tools and the thoughtful application of AI in specific business contexts, providing a glimpse into the future of customer-focused platforms. In this episode of The Customer Wins , Richard Walker interviews Peter Dun, Co-Founder and CEO of Feathery, about enhancing client onboarding through innovative technology. Peter discusses how Feathery automates wealth manager client onboarding, its unique flexibility in account opening solutions, the no-code versus low-code platforms, and Feathery's capabilities in document intelligence and AI utilization.…

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[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray 43:34

för 6 weeks sedan43:34

43:34

Kyle Gray is the CEO and Story Strategist of The Story Engine, a company specializing in helping coaches, startups, and executives use storytelling to improve communication and sales effectiveness. He has authored books and developed strategies that combine timeless storytelling with cutting-edge marketing techniques, ensuring that his clients can effectively present their unique value online and offline. Beyond his professional achievements, Kyle is passionate about empowering leaders to connect with their genius and make a significant impact in their respective fields. His work is a testament to the pivotal role stories play in human-centric business paradigms. In this episode… In today's information-saturated landscape, storytelling has emerged as a powerful tool for businesses seeking to differentiate themselves and forge meaningful connections with their audience. By embracing the art of storytelling, brands can transform their communication strategies and deepen their relationship with their customers and mission. How can harnessing stories unlock the true potential of your business and create a lasting impact in a world increasingly dominated by technology? Kyle Gray, a world-class presentation coach and story strategist, tackles these questions head-on by helping business leaders master the art of storytelling to better connect with their audiences. He believes that many talented individuals are not reaching their full potential due to an inability to communicate their unique values effectively. Through his Story Engine framework, Kyle aids entrepreneurs in crafting narratives that resonate with their audience's emotions, drawing them into a shared vision and enhancing trust. He demonstrates that storytelling is not merely about conveying facts but about creating an emotional journey that aligns with the listener's values and desires. In this episode of The Customer Wins , Richard Walker interviews Kyle Gray, CEO of The Story Engine, about transforming communication through storytelling. Kyle discusses how The Story Engine helps businesses grow through storytelling, how storytelling builds stronger connections than credentials, and storytelling techniques to evoke emotions and engagement.…

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Empowering Advisors With the Gift of Time With Rich Whalen 35:19

för 7 weeks sedan35:19

35:19

Rich Whalen is the Vice President of Technology Strategy and Execution at Equity Services Inc., a broker-dealer and registered investment adviser member company of National Life Group. Equity Services Inc. creates confidence in the financial future of its clients by supporting financial advisors with innovative technology solutions. Since joining the firm in 2018, Rich has been instrumental in enhancing its technology platform, contributing to improved efficiencies that allow advisors to focus more on client interactions. With a career that began in financial services as an advisor, he quickly became passionate about technology and its potential to improve financial planning processes. His unique perspective on using technology to give advisors the "gift of time" reflects his commitment to optimizing the customer experience and driving company growth. In this episode… In today's fast-paced financial services industry, optimizing time management and technology is crucial for staying competitive. This saves valuable time for the business and empowers clients to achieve greater efficiency in their interactions. But how can advisors implement these innovative strategies in their firms to streamline operations and significantly enhance the customer experience? Experienced financial services technology implementation and management professional Rich Whalen shares his journey and insights into solving these challenges by leveraging technology to create what he calls 'the gift of time' for advisors. By integrating automation and efficient workflows, he emphasizes the importance of freeing time for advisors to engage more deeply with their clients rather than being bogged down by data entry and administrative tasks. Rich details how his team evaluates new technologies, ensuring their compatibility with existing systems to enable seamless data flow and minimal disruption. He also delves into the evolving role of AI in enhancing operational efficiency, sharing his forward-looking views on how AI could eventually anticipate workflows and improve decision-making processes. In this episode of The Customer Wins , Richard Walker interviews Rich Whalen, Vice President of Technology Strategy and Execution at Equity Services Inc., about utilizing technology to optimize time management and customer engagement. Rich discusses how Equity Services gifts advisors more valuable time, strategies for evaluating and integrating new technology into an existing ecosystem, the role of tech in transaction flow and customer interactions, and the role of AI in financial services.…

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Unlocking Capital Efficiency for Advisors With Andrew J. Evans 38:27

för 8 weeks sedan38:27

38:27

Andrew J. Evans is the CEO of Rossby Financial, which offers advisors a platform for market accessibility, digital transformation, leadership, and acquisition opportunities. Under his leadership, Rossby Financial has streamlined operations, allowing advisors to achieve net incomes as high as 95% after expenses, significantly improving their financial flexibility. With a background that includes executive roles at Tag Advisors and Cambridge Investment Research, Andrew is a connector and advocate for leveraging technology to enhance advisory services. He is passionate about continuous improvement and innovation and is focused on utilizing AI and other tech tools to optimize compliance and operational efficiency in the financial services industry. In this episode… In today's world, where customer expectations are at an all-time high, financial services firms face the challenge of balancing operational efficiency with exceptional service delivery. By utilizing innovative technologies and forming strategic partnerships, how can these firms streamline their processes while improving client experiences? The objective is to enable businesses to focus on what truly matters — the success of their customers. Andrew J. Evans, an experienced financial advisor, tackles these challenges head-on by providing a unique solution through his company. He shares the importance of compliance, complexity, and competency and gives advisors more control over their capital, allowing them to reinvest in their businesses and improve client experiences. This approach saves advisors significant costs by offering services on a pay-as-you-use basis and empowers them with a flexible network of professionals. Andrew emphasizes the importance of removing unnecessary burdens from advisors, enabling them to thrive through strategic use of technology and human expertise. In this episode of The Customer Wins , Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial, about enhancing efficiency in financial services. Andrew discusses how Rossby Financial empowers advisors with control over their capital, the firm’s unique structure, how it offers flexibility and cost savings for advisors, the benefits and limitations of AI in the current landscape, and how Rossby maintains better customer experience and business outcomes.…

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Redefining Financial Guidance in Times of Transition With Rob Sweas 34:02

för 9 weeks sedan34:02

34:02

Rob Sweas is a Certified Financial Planner at Arete Wealth, a financial advisor firm headquartered in Chicago. He began his financial planning career in 2007, working with his father until his untimely passing in 2012. Rob helps clients through significant life transitions, leveraging his personal and professional experience to offer guidance and build trust. He has led a major overhaul of his firm’s operations following a transition from TD Ameritrade to Schwab. Outside of work, Rob is a dedicated family man with five children, a baseball coach, and a passionate traveler who completed a bucket list journey of visiting every major league baseball stadium. In this episode… Facing unforeseen changes in your professional and personal life can lead to financial uncertainties. So, when everything seems to fall apart, where do you find the strength to rebuild? What secrets can you learn from an expert who has faced similar life challenges to turn your financial anxiety into a confident future? After his father's death, Rob Sweas, a Certified Financial Planner, took over the family business and implemented a significant overhaul of the firm's operations. This included navigating a merger and adapting to major industry changes, such as the TD Ameritrade to Schwab transition. Rob emphasizes the importance of embracing change, striving for operational efficiency, and delivering value through education and technology. He shares his experiences collaborating with various professionals, utilizing powerful financial tools, and enhancing customer experiences, all of which contribute to business growth. In this episode of The Customer Wins , Richard Walker interviews Rob Sweas, a Certified Financial Planner at Arete Wealth, about leveraging customer experience in financial planning. Rob discusses how Arete Wealth helps clients dealing with anxiety from financial transitions, techniques and technologies for delivering a standout customer experience in finance, and how he managed the challenges of transitioning firms and adapting to a new environment.…

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The Art of Effortless Wealth Recovery With Mike Betz 34:45

för 10 weeks sedan34:45

34:45

Mike Betz is the General Manager at 11thEstate, a company specializing in processing securities class action recoveries for advisors and their clients. With over 20 years of experience in wealth management, he is a certified financial planner and has served on advisory boards for prominent financial firms like Morningstar and Orion. Known for his expertise in client relations, Mike is dedicated to simplifying the complex process of class action recoveries and delivering seamless customer experiences. He leverages cutting-edge AI and innovative solutions to ensure clients effortlessly receive the funds they are entitled to, turning what is often considered a cumbersome process into a straightforward service. In this episode… In an industry where $8 billion in securities class action recoveries remain unclaimed, financial advisors and their clients miss out on significant opportunities. Most advisors are unaware of the opportunities within these settlements, and the intricate process of claims and manual documentation often deters them. Could there be a streamlined solution that educates and facilitates easy access to these recoveries? Mike Betz, a certified financial planner, dives into the intricate world of securities class action recoveries. He sheds light on the vast, unclaimed financial recoveries from securities class actions, revealing how most investors and advisors are unaware of their slice of a multibillion-dollar pie. Mike discusses how he offers solutions to streamline the claims process with minimal friction by digitizing the process to make it as seamless as receiving dividends. His unique strategy utilizes AI technology and robust security protocols to seamlessly channel funds rightfully owed to investors directly into their accounts, streamlining the client experience. In this episode of The Customer Wins , Richard Walker interviews Mike Betz, General Manager at 11thEstate, about transforming the securities class action recovery process. Mike discusses how 11thEstate aids advisors in claiming funds from securities class action recoveries, the workings of post-settlement distributions, the protective measures 11thEstate takes to guarantee data security, and the Future Proof conference.…

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Mastering Profit First Method With Rocky Lalvani 41:26

för 11 weeks sedan41:26

41:26

Rocky Lalvani is a Profit First Professional and the Fractional Chief Probability Officer at Profit Comes First, where he helps entrepreneurs and small business owners grow their companies profitably. Certified in the Profit First method, Rocky develops the strategies and models his clients need to maximize their profit potential. Rocky is also the host of the Richer Soul podcast and the Profit Answer Man podcast. He graduated from Rutgers University with a bachelor’s degree in economics and earned his MBA from Penn State University. In this episode… Many entrepreneurs dive into their ventures focused on their passion, often neglecting the critical aspect of financial management. This can lead to serious challenges in maintaining the profitability and sustainability of their businesses. So, what strategies can these business owners employ to ensure they prioritize profit while still pursuing their passion? Rocky Lalvani, a Profit First professional, tackles this issue head-on by implementing the "Profit First" methodology. He explains that many business owners lack the financial acumen to manage their enterprises effectively, leading to decisions that can jeopardize their success. Rocky’s approach helps entrepreneurs establish a clear plan for extracting profit from their business operations. His strategy involves setting aside a portion of profits before addressing other expenses, ensuring business owners maintain financial discipline. He emphasizes the importance of building cash reserves to cover personal and business needs, adapting to changes, and making informed decisions to pivot when necessary. In this episode of The Customer Wins , Richard Walker interviews Rocky Lalvani, the Fractional Chief Probability Officer at Profit Comes First, about prioritizing profit in business. Rocky talks about Profit Comes First, the common misconceptions business owners have about financial management, the importance of prioritizing profit from the start, and how to anticipate different business growth phases with profit in mind.…

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[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon 35:24

för 12 weeks sedan35:24

35:24

Cheryl Dillon is a pioneering technology entrepreneur and Co-founder of Quik!, a leader in forms automation and productivity solutions. Her journey began in the early 80s with a passion for computers and problem-solving, leading to the launch of Efficient Technology Inc. with her son Richard Walker in 1999. Cheryl helped grow Quik! by tackling paper form inefficiencies in the financial industry, reducing tasks that took hours to minutes. Although retired from daily operations since 2010, she remains strategically involved with Quik! as a board member, influencing its mission to make paperwork the easiest part of every transaction. In this episode… The secrets to customer success are often hidden in plain sight, but what if the key component is as fundamental as family dynamics? Can the principles of motherhood translate to groundbreaking business acumen? When technology meets empathy, a powerful combination emerges to rewrite the rulebook on customer relations and business growth. Cheryl Dillon, a pioneer in the tech industry, delves into her journey, harnessing her passion for computers and problem-solving to revolutionize how forms are processed in the financial sector. Alongside her son and podcast host Richard Walker, she shares her experience and the challenges of starting a tech company from the ground up, including her strategy for earning customers' trust and loyalty through transparency and service — a tactic that has led Quik! to achieve remarkably high customer satisfaction scores. She highlights her commitment to customer satisfaction, which became the cornerstone of their flourishing business. In this episode of The Customer Wins , Richard Walker interviews Cheryl Dillon, Co-founder of Quik!, about transforming customer experiences through innovation. Cheryl discusses how Quik! revolutionized paperwork processes for financial experts, the sacrifices and behind-the-scenes work of starting a business, insights into providing empathetic and effective customer service, and how telling the tough truths can build long-term customer loyalty.…

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Transforming Advisor Engagement Through AI With Spenser Segal 29:50

för 13 weeks sedan29:50

29:50

Spenser Segal is the Founder and CEO of ActiFi, a company that provides premier engagement solutions for advisors in the wealth management industry. He is recognized as one of the top 25 most influential people by Investment Advisor magazine and has over 20 years of experience in the financial services industry. Before ActiFi, Spenser held management positions at American Express Financial Advisors, Dain Rauscher, Barrington Capital Management, and BigCharts. He is a Certified Financial Planner and an Accredited Investment Fiduciary Analyst. In this episode… Are advisors fully leveraging the myriad of solutions in the wealth management industry? By harnessing the power of AI, from real-time customer insights to automation, you can catapult advisor efficiency and client satisfaction to the next level. How are personalization and strategic engagement key to the success of financial institutions? Spenser Segal, a Certified Financial Planner, delves into how he revolutionizes the wealth management industry by providing a SaaS-based engagement platform that helps financial institutions and advisors deliver top-tier, integrated advice efficiently. By honing in on the top three solutions from potentially overwhelming options, his model ensures that firms can maximize their offerings and achieve organic growth. Spenser's approach focuses on creating a collaborative environment where advisors are understood and their goals met, fostering a symbiotic relationship between them and institutions. This, in turn, enhances advisor retention and overall client satisfaction. In this episode of The Customer Wins , Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi, about enhancing advisor engagement in wealth management. Spenser discusses how ActiFi assists financial institutions in improving advisor engagement and organic growth, how motivation, ability, and prompts can dramatically influence the adoption of new technologies and behaviors, and the challenges wealth management firms face when encouraging growth among their advisors.…

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[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry 39:47

för 14 weeks sedan39:47

39:47

Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning, a company dedicated to aligning clients' wealth with their well-being. Recognized as one of the top financial advisors in the US by Investopedia, Dr. Cherry is a Certified Financial Planner™ professional and a Certified Financial Therapist™ who has made significant contributions to his field. He serves as the Head of Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at UW-Green Bay and is a past president of The Financial Therapy Association. Passionate about advancing the human condition through financial education, Dr. Cherry holds a PhD in personal financial planning and is the author of Wealth in the Key of Life, which explores the interconnectedness of life and money. In this episode… In today’s fast-paced world, achieving financial harmony has become essential for living a fulfilled life. However, the pursuit of financial success often overshadows our fundamental well-being, creating a tense relationship with money. So, how can we reshape our relationship with money to align it with our deepest aspirations? Dr. Preston Cherry, a seasoned financial advisor and author, shares his unique approach to overcoming the barriers people face in achieving their desired life. He introduces the concept of financial harmony, emphasizing the importance of aligning one's financial decisions with personal values and life goals. Through insightful anecdotes and candid discussion, he challenges the notion that money is merely a tool, advocating instead for seeing it as a vital partner in life. By giving money a persona and recognizing its role in achieving life goals, individuals can find permission to pursue their dreams and aspirations without seeking external validation. In this episode of The Customer Wins , Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, about creating financial harmony. Dr. Cherry discusses how Concurrent Financial Planning helps clients align their wealth with their well-being, the interconnectedness of life and money in achieving happiness, the power of permitting oneself to pursue wealth and well-being, and the challenges and solutions for couples navigating financial planning together.…

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