cover of episode The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

2020/11/2
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

In today’s episode of Framework, Jamie Hopkins talks with Dr. Preston Cherry, founder of Concurrent Financial Planning, about how he got to where he is today, the acronym he uses to keep him top of mind with clients, and the work he is doing to help non-majority students get ahead in the financial planning field. You can find show notes and other information at CarsonGroup.com/Framework.