Perry Chesney

Perry L. Chesney, CFP® is a Wealth Management Consultant in Atlanta, GA. Perry works with high net worth clients as a fee-only Registered Investment Advisor (RIA) through his association with HC Advisors (http://www.hc-adv.com/). In addition, Perry’s Financial Advisory consulting practice, “Perry L. Chesney Consulting” helps organizations and advisors develop and grow their practices.

11 articles published

Getting Better

UncategorizedAugust 26, 202342Views 0Likes 0Comments

I love to read. And right now, I love reading Ann Patchett. I have been on a deep dive of her books and have either read or re-read her entire catalogue (save one) over the last couple of years. I love her novels, her short stories, her commencement address which she published as a…

Nobody Rings a Bell

Financial PreparationAugust 12, 202371Views 0Likes 0Comments

Just like no one can predict the timing of the market, neither can illness or death be predicted.

Person's bald head sectioned off with words written in each section.

How to Coach Clients Without Being Obvious

SkillsJuly 13, 2023107Views 0Likes 0Comments

Coach clients on their financial behavior by understanding BeFi and having impactful conversations.

Mechanical scale with a heart on one end and coins on the other.

Asking the Right Questions so Clients Don’t Feel Judged

Financial Advisors, SkillsJune 9, 202385Views 0Likes 0Comments

Get to the heart of your clients’ financial priorities without making them feel judged.

Boy holding his airplane in the air and the remote in the other hand in front of a blue sky.

Financial Planning: Talk About the Things You Can Control

Financial AdvisorsMay 9, 2023154Views 0Likes 0Comments

When it comes to financial planning, we want to focus on the things we can control while managing our exposure to the things we can’t.

Sandy beach with blue water and the word DREAM written in the sand.

Start Financial Planning Sessions with a Dream

Financial AdvisorsApril 11, 2023142Views 0Likes 0Comments

The next few articles will be about something I call the Goals-Based Construct. It’s composed of three phases—Dream, Prioritize, and Plan. When meeting with clients, especially new clients, this three-step process can help them get excited about and engaged in their financial planning—so it feels less like flossing teeth and more like an adventure. This…

How to Create Compelling Client Interviews

Financial AdvisorsMarch 10, 2023239Views 0Likes 0Comments

I have been reading, thinking, writing, and working on listening skills for some time. I continue to believe that it is the single most underdeveloped and underutilized skill in the world. One of my old mentors said that great discovery sessions, a.k.a. client interviews, were the “keys to the kingdom” ...and he was correct! I…