Dr. Preston Cherry, AFC®, CFP®, CFT-1 is the Founder & President of Concurrent Financial Planning, the Head of the University of Wisconsin Green Bay Financial Planning Program, and also a keynote speaker at this year's AFCPE Symposium. Preston is passionate about the ways that storytelling and listening can help us better connect with clients, advance human lives, and inspire transformation. In this episode, Preston shares the influence of stories in his own life and how they have shaped his journey. We take a look at the ways stories can increase engagement and build trust. And we talk about mentors and opportunities to build yourself as a professional and deepen your human experience. This conversation was a fun one! Tell us what you think by engaging with us on social media, and make sure you're registered for the 2023 AFCPE Symposium!Show Notes:2:25 How Preston got to where he is now6:10 How he uses storytelling with his clients9:04 How to actually go about creating stories9:48 Unpacking counter transfer12:15 Increasing connection with the client without decentering them14:45 Advice for AFCs and balancing empathy and vulnerability17:41 The importance of practice19:19 How to incorporate valuable lessons with students22:14 Preston's final 2 centsShow Note Links:@drprestoncherry on all social media platformsYouTubeWant to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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