INFORMAZIONI SU QUESTO PODCAST 🔗
Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.
Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.
Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.
If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.
Topics include:
- Mastering discovery and prospect meetings
- Navigating difficult money conversations
- Understanding client psychology
- Building trust and deepening client relationships
- Managing emotional client situations
- Improving advisor-client communication
- Applying behavioral finance strategies
- Supporting clients through life transitions
New episodes release weekly. Subscribe for practical conversations on the human side of financial planning.
Learn more at Beyond the Plan.
Conduttori:
Frequenza di aggiornamento:
weekly
Durata media dell'audio:
42 minutes
Interviste agli ospiti
Inglese
Stati Uniti
71 episodi
da 02 Luglio 2024
episodic
ULTIMO EPISODIO 🔗
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Ashley is joined by Cary Carbonaro, author of Women and Wealth, for a conversation about what financial advisors may be missing when it comes to serving women. Cary talks about the gap she has seen in wealth management, from the low percentage of women advis…
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EPISODI PRECEDENTI 🔗
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In this episode, Ashley is joined by Molly Pierce, CEO of Track That Advisor, for a conversation about the story behind an advisory firm’s numbers. Molly talks about why data does not have to feel cold or complicated. It can show advisors what is working, wh…
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Ashley is joined by Adam Van Dusen for a conversation about why retirement does not have to follow one default path. Adam shares why the traditional idea of working full time until the mid-60s and then fully stopping is only one version of what retirement ca…
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Ashley is joined by Adam Chapman, founder of YESmoney, for a conversation about what can happen when advisors rethink the language and structure of the planning process. Adam talks about why some clients, especially retirees, may not know how much they are a…
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Join Ashley and Brendan Frazier, host of The Human Side of Money podcast, for a conversation about review meetings and why they matter more than many advisors realize.
Brendan explains the difference between reactive and proactive review meetings and talks a…
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A client’s career is often one of the biggest drivers of their financial life, but advisors are not always equipped to help with it.
In this episode, Ashley talks with Kolby Goodman, career coach, keynote speaker, and author, about where career decisions and…
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In this episode of Planning & Beyond®, Ashley talks with Dr. Dr. Amanda Craft, a researcher and educator whose PhD work focuses on cultural intelligence in financial advice.
Dr. Craft explains why culture matters in financial planning and why it is about…
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Kids are watching how money works, but that does not mean they understand it.
Join in as Ashley talks with Jamie Bossi, a financial planner, author, and mother of four, about helping kids build better money habits early.
Jamie shares how the idea for her chi…
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What if AI helped advisors become more human, not less?
In this episode of Planning & Beyond®, Ashley talks with Gabe Caldwell, co-founder of Quin, about how technology can help financial advisors get time, energy, and attention back.
Gabe explains that …
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Couples fighting about money can derail a meeting fast, but Ashley Quamme shows why the real skill is not choosing sides - it’s knowing how to steer the conversation without losing trust. If you advise couples or families, this episode gives you a practical …
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Ashley Quamme , che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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