Episode 111: Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry

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The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss personality models and how they can improve how we deliver advice.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 111: Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry

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