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In a Nutshell: As our industry evolves beyond money management, engaging with clients on their money-life issues and formative experiences surrounding money will be one of your most valuable services. Guest: Dr. Preston Cherry, the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also an Assistant Professor of Finance & Personal Financial Planning at the University of Wisconsin - Green Bay's Austin E. Cofrin School of Business, where he is in the process of building a new personal financial planning program. My Key Takeaways: Experience matters. Your clients are bringing a lifetime of positive and negative money experiences into this working relationship. You need to understand where they're coming from to help them get where they want to go. Bridge generations. Older clients might still be "stuffing money under the mattress." Millennials are curious about the latest bitcoin surge. How are you serving your current client base while broadening your horizons for the next generation? Share your stories. Opening up about the experiences that shaped your own life and career creates real connections. Those connections can create clients for life. Also Learn: Why one of Preston's favorite discovery questions is, "Tell me about a money situation that you've had the last six months." How a combination of open dialogue and measurable assessments can keep clients actively engaged with your planning process. How to use connection, communication, and convincing to "nudge" your clients towards better financial decisions. What Preston saved in an envelope to remind him of an important disconnect between his emotions and his money that he was able to overcome.
Resource Links: A free copy of my Kick-Ass Meeting Report (https://www.ericanderton.com/kickassmeetings) Millennials are now the largest generational cohort in the workplace, and it’s great to have them! They have the reputation of being lazy, and unwilling to communicate “man-to-man”, but I think that’s overblown. I know many Millennials who are extremely talented, and deeply committed to the construction industry, and I’m looking forward to seeing them lead the industry for the next three or four decades. In today’s episode, we have construction lifer, Preston Hoopes, who talks about succeeding in a multi-generational environment through the combination of drive and humility. He also shares key insights that could help young people develop their careers. If you’re a young professional looking to start a career in construction, or a Gen Xer or baby boomer curious to hear more about this Millennial, tune in to this episode now. What’s Discussed In This Episode: The reputation of millennials in construction [02:30] How are millennials impacting the industry? [03:32] How Preston got into construction [04:56] Overcoming the struggles of being the CEO’s son [07:08] How to motivate the younger generation [08:58] Differences in maturity and commitment [10:52] The rookie mistakes Preston made [13:51] What Preston looks for in a mentor [15:42] Stepping into a leadership role [16:33] Deciding to get an MBA and what it taught him [17:46] Challenges of being more people-focused [20:38] Handling a multi-generational team [21:45] The key difference of a high performing team [23:38] Managing long agendaless meetings [24:48] The challenges to developing leaders [26:13] How Preston checks his ego [28:38] The future of the construction industry [30:00] Preston’s advice to young project engineers [32:37] The rotation system in their company [33:21] How to become a sales-oriented construction professional [34:32] Preston’s favorite restaurant [35:22] About Our Guest: Preston Hoopes is an operations manager for Swinerton, a multi-billion dollar construction company. He followed in his father’s footsteps into the construction business and faced the struggles of the expectations that came with his last name. Eventually, he was able to prove himself and become a successful leader. Connect with me on LinkedIn. For more podcast episodes, you may also visit my website. Tune in and subscribe to the Construction Genius: A Leadership Master-Class Podcast on Apple Podcasts, Spotify, and Stitcher. Thank you for tuning in!
“Love will find a way. Everything else will find an excuse.” *Note: This episode contains a little bit of strong language that you might want to wear headphones for if kids are around. What happened when Preston was put in special needs classes in school as a child (3:01) The advice that Preston got from his father at 11 years old (7:25) What Preston realized after his best friends were shot as teenagers (9:30) How to transform the limiting belief that you’re not enough (17:22) Rituals to come back into remembering who you really are (24:05) How men can start to heal from toxic masculinity (31:41) What women can do if they feel like their man isn’t growing emotionally (36:45) Links mentioned in this episode: Alexi Panos Love Louder The Man Cave Wild at Heart Follow Preston: Website Instagram YouTube
Resources: Learn more: (https://www.prestonpugmire.com/) Instagram: @preston.pugmire Listen: Next Level Life Mastermind: workhardplayhardpodcast.com/mastermind Connect with us on Instagram: @kimmurgatroyd | @robmurgatroyd Want to wind down after a long day? Try the Organifi Gold Superfood Powder for 20% off using discount code "WORKHARDPLAYHARD" at (http://organifishop.com/) Improve your sleep and more: Chili Technology In today’s episode I had the pleasure of talking with award-winning inspirational speaker and entertainer, Preston Pugmire. Preston’s mission is to open people's minds to what they are truly capable of and assist them in discovering the leadership potential and greatness they already have. He achieves his mission by being a keynote speaker, through his group coaching, and on his number one podcast, Next Level Life. In This Conversation We Cover: [1:02] Growing up and living in a mainly Mormon town and how it impacted his life [8:51] Getting a guitar and becoming more involved in music [13:10] Trouble with identity and maintaining alignment as a band member [15:12] How Preston’s music background impacted the work he does now [18:08] Feeling perfectionism and guilt + how Preston got through it [22:48] How Preston sets goals + teaches his clients to set goals [27:47] What Preston does to improve areas outside of business [36:15] Rapid fire with Preston Pugmire Did you learn something from this episode? We’d love to hear about it! Click here to leave a 5-star Review.
The scholar Richard Sennett once wrote, “modern capitalism works by colonizing people’s imagination of what is possible”. If it is the case that our current economic model thrives by creating the conditions that suppress rather than unleash the imagination, and if we recognise that now, more than any other time, we need a mass re-nourishing of the collective imagination, then where might we spot examples of 'the economics of the imagination'? Eight years ago, the economy of Preston was crocked. Then its Council decided to take a new approach. Today I'm speaking to Cllr Matthew Brown, the recently-elected leader of Preston City Council. What Preston have achieved should be a model for everywhere else. "Let’s have a bit of imagination about how to get out of this mess" he tells me. I last interviewed him in June 2015, so I started by asking him, when we spoke just before Christmas, what has changed since then?
Join me and absolute game changer, author, transformational coach, speaker, humanitarian, my brother from another mother – Preston Smiles, as we have a deep dive conscious conversation all about the below & so much more. - Our EPIC fellowship trip in Tanzania, Africa – where we recorded this - What it is Preston really does, and what Love means to him - How to know what to ‘call yourself’ as a coach / entrepreneur & how to market that - How to, but also WHY you have to honour your value & step into your own power - Why you have to LEAP into the unknown to achieve your goals - Why being a control freak will not serve you - Why avoiding discomfort is unnatural & keeping you stuck - What Preston gives no F’**s a about - Why we will never ‘get there’ - Why we need to schedule in our breakthroughs - Why a lot of men don’t know what it means to make love & how this affects women - How to feel fulfilled & not just ‘check off’ achievements - How the feminine is being drowned out & how to reclaim it - The importance of understanding masculinity & femininity for both men and women - What makes up the masculine, and the feminine - What the biggest drug in the world is … it’s not what you think - Why surrounding ourselves with people who are different to us is key for creating change - The one thing you have to do if you want a conscious relationship - What Preston most wants you to know, and do - How to work with Preston & be up in his Mancave - SO Much MORE Watch the video over at www.emgallagher.com/podcast/preston