top of page

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

On The Circuit Podcast

Apr 12, 2023

How do you incorporate people's culture and values into the financial planning process? 🌍


Are you building relationships right now to connect with more values-oriented NextGen investors? 💙


Those are two of the most pressing questions financial planners today are facing, and the team at Triple Crown Marketing cover them both (+ more) in today's episode of On The Circuit, featuring Shana Orczyk Sissel, CAIA and Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®.


Take a listen to the full episode, or read the highlights here: https://lnkd.in/gWS9RJSx

info@banrioncapital.com

(219) 274-0477

1100 Central Street

Unit G

Wilmette, IL 60091

  • Twitter
  • LinkedIn
  • YouTube
  • Instagram

Is your firm ready for a New Alternative? Connect with us to get started today.

Please see important disclosures here​

Banríon Capital Management Inc. is a Delaware registered C-Corporation. 

©2025 by Banríon Capital Management Inc. 

DISCLAIMER:

This website is for informational purposes only and does not constitute a complete description of our investment advisory services. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where Banrion Capital Management, Inc. has registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

bottom of page