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The Resilient Advisor

This is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: July, 2022
Jul 25, 2022

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.

This show is sponsored by SHIFT: https://humanfirst.live

Books Mentioned:

CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning

Daniel Crosby: The Behavioral Investor

David Portnoy: The Geometry of Wealth

Follow Dr. Cherry

Twitter: https://twitter.com/DrPrestonCherry

YouTube: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ

Website: https://www.concurrentfp.com

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