13. Building Trust Begins with Conversations: Insights from Dr. Preston Cherry and Shana Sissel

On the Circuit
12/04/2023 45 min

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Episode Synopsis

In the modern world, clients look to advisors for more than just financial information – they want investment advice designed around their personal goals and values. Listen in as Dr. Preston Cherry and Shana Sissel share their experiences with building client trust, as well as their thoughts on how AI could shape the future of financial services.

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