Planning & Beyond® - Where financial planning meets human understanding

Text us to share what you found helpful! 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 allowed to dream until the plan gives them permission.  Together, Ashley and Adam talk about the diffe...

Text us to share what you found helpful! 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 about where review meetings can fall flat, especially when the meeting becomes a routine check-in inst...

Text us to share what you found helpful! 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 financial planning overlap. Kolby shares how he moved from IT support into career coaching after rea...

Text us to share what you found helpful! 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 more than race, ethnicity, or nationality. Culture includes values, lived experiences, communication...

Text us to share what you found helpful! 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 children’s book series, Milton the Money Savvy Pup, started at home. After realizing her own child did n...

Text us to share what you found helpful! 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 the best use of AI is not simply writing LinkedIn posts or brainstorming ideas. For advisors, the big...

Text us to share what you found helpful! 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 way to handle tension, interrupt conflict, and keep control of the room. Ashley breaks down the three...

Text us to share what you found helpful! Good advisors can still find themselves in difficult ethical situations, especially when they are under pressure, early in their careers, or trying hard to help a client. In this episode, Ashley talks with Dr. Moira Somers, a clinical consultant and researcher focused on misconduct in financial advising. Together, they look at why misconduct happens, how it...

Text us to share what you found helpful! In this episode of Planning & Beyond®, Ashley talks with Dr. Joseph S. Moore, historian and author of How to Get Rich in American History, about how American financial advice has changed over the last 300 years and what those changes can teach us today. Joseph shares how his own money wake-up call came during the 2008 financial crisis, when he realized...

Text us to share what you found helpful! What would change if financial planning started with listening, not numbers? In this episode, Ashley welcomes George Kinder, founder of the Kinder Institute of Life Planning and author of The Three Domains of Freedom, for a conversation about presence, purpose, and the deeper responsibility of financial advisors. George talks through the three domains of fr...

Text us to share what you found helpful! What happens when parents want to help their adult children financially, but no one knows how to start the conversation? In this episode of Planning & Beyond®, Ashley talks with Kevin Janiec, CFP®, MBA, Partner & Wealth Advisor at Financial Coach & New Wealth Project, about how advisors can help families talk through wealth, values, and legacy a...

Text us to share what you found helpful! What do you say when someone asks, “So, what do you do?” For many financial advisors, that simple question can turn into a missed opportunity. In this episode, Derrick Kinney, bestselling author and founder of Success for Advisors, joins Ashley to talk about how advisors can explain their work in a way that feels clear, natural, and relevant. Derrick walks...

Text us to share what you found helpful! Welcome back to Planning & Beyond®. Today Ashley sits down with Torri Hawley, Chief Learning Officer for Tamarind Learning, about the role financial advisors can play in family wealth education. Torri brings both professional and personal experience to this conversation. She is a seventh-generation member of an enterprising family, and she has seen firs...

Text us to share what you found helpful! Retirement is not just a date on the calendar. It is a major life transition that can affect a client’s identity, routines, relationships, and sense of purpose. In this episode, Ashley welcomes back James Woodfall for a conversation about the psychology of retirement and what financial advisors need to understand as clients move from working life into retir...

Text us to share what you found helpful! In this episode of Planning & Beyond®, Ashley talks with Matt Halloran, Chief Evangelist at Zocks, about how AI is changing the way financial advisors work with clients. Ashley and Matt talk through how advisors can use AI to reduce the time spent on notes, follow-up, and other admin tasks that often pull attention away from clients. Matt explains how t...

Text us to share what you found helpful! A prospect sits across from you with a decision to make. Before they share the full truth about their money, their fear, their family, or the choice they keep delaying, they are quietly asking one question: Can I trust you? In this episode of Planning & Beyond® , Ashley sits down with Deirdre Van Nest, keynote speaker and founder of Crazy Good Talks®, t...

Text us to share what you found helpful! A client calls, and the news is big. A terminal diagnosis. A sudden death. A surprise windfall that should feel like good news but somehow doesn't. The plan you built so carefully is no longer the point, and the person in front of you is not the same person who sat in your office last quarter. So what do you actually do in that moment? In this episode,...

Text us to share what you found helpful! You change clothes before a client meeting and feel like you are putting on a costume. Someone asks what you do at a conference and you lead with your title and your AUM, never the parts of your life that matter most. And underneath the professionalism, there is a quiet exhaustion you cannot quite name. In this episode, Ashley talks with Justin Castelli, a...

Text us to share what you found helpful! You've heard the phrase. It shows up in keynotes, LinkedIn posts, firm marketing, and increasingly, your own conversations with prospects. But if someone put you on the spot and asked what "the human side of money" actually means, could you articulate it? And more importantly, could you tell them what to do about it on Monday morning? For the...

Text us to share what you found helpful! A young couple, dressed up for their first real financial planning meeting, sat across from an advisor who asked about retirement, income, and savings. He never asked why they were spending money on travel. He never asked about their immigration status, their mixed marriage, or the fact that two people had just built a life in a country that wasn't the...

Text us to share what you found helpful! You've shown your client the numbers. Multiple times. The plan works, they can afford the house, they have enough to retire, the math is on their side. And yet they keep circling back to the same question, the same hesitation, the same "I just don't know." Sound familiar? In this episode, Ashley sits down with Dr. Kristy Archuleta, Profe...

Text us to share what you found helpful! You've run the numbers. The client can absolutely afford to take time off. And yet they won't. Or they want to, but they're terrified. Or they've mentioned burnout in every meeting for the last two years and still can't pull the trigger. Sabbaticals are showing up more and more in client conversations, and most advisors don't h...

Text us to share what you found helpful! You have clients who love you. You know it. They know it. And yet your referral pipeline is quieter than it should be. Here's the thing — it's probably not about satisfaction at all. According to Phil Bray, founder of the UK-based financial services marketing agency Yardstick, around 96% of clients say they would recommend their advisor in princip...

Text us to share what you found helpful! Have you ever gone over a financial plan with a client, checked every box, and then watched them walk out and implement almost none of it? It's one of the most frustrating experiences in this work — and it's more common than anyone likes to admit. Here's what might actually be happening: your client's nervous system is running the show....

Text us to share what you found helpful! You walk into a client meeting prepared with projections, strategies, and solutions. But something's off. Your client nods at the right moments, signs the paperwork, yet you sense there's a conversation happening beneath the surface that you're not part of. Dr. Michael Thomas, Associate Professor at the University of Georgia and author of Bla...