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.

SHIFT with Ross Marino

Ross Marino, CFP®, CPFA, CeFT®

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

DEC 18, 202315 MIN
SHIFT with Ross Marino

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

DEC 18, 202315 MIN

Description

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.