SHIFT with Ross Marino

Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry

December 18, 2023 Ross Marino, CFP®, CPFA, CeFT®
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
SHIFT with Ross Marino
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SHIFT with Ross Marino
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
Dec 18, 2023
Ross Marino, CFP®, CPFA, CeFT®

Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money.  Advisors need to be mindful of a client's cultural background to effectively serve them.

Show Notes

Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money.  Advisors need to be mindful of a client's cultural background to effectively serve them.