Planning & Beyond® - Where financial planning meets human understanding

Text us to share what you found helpful! What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere, reveals why "we are not born as calcula...

Text us to share what you found helpful! In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Yohance brings a real scenario involving clients whose homebuying dreams were derailed by skyrocketing interest...

Text us to share what you found helpful! Season 2 is officially here! In this Season 2 kickoff, host Ashley Quamme, licensed therapist and financial behavior specialist reveals the three essential psychological skills that separate good advisors from great ones. Drawing from behavioral finance research, therapeutic communication techniques, and real client scenarios, Ashley demonstrates how master...

Text us to share what you found helpful! Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddressed financial shame often lurks beneath surface-level resistance and avoidance behaviors. Unlike guilt (which can...

Text us to share what you found helpful! Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can completely transform advisor-client dynamics. Drawing from his background as a therapist and years of experie...

Text us to share what you found helpful! What happens when your widowed client can't focus on financial decisions because they're drowning in grief fog? Grief literacy expert Kathi Balasek pulls back the curtain on the psychological reality facing clients after loss, sharing her own journey as a young widow who made financial mistakes despite having a trusted advisor. You'll discove...

Text us to share what you found helpful! Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals exactly how to spot it. This conversation unpacks how childhood experiences, observed behaviors, and systemic barriers create powerful money beliefs that persist even when clients achieve financial success. Discover why your high-net-worth c...

Text us to share what you found helpful! Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally recognized wealth psychology expert Dr. Jim Grubman separates fact from fiction about the much-hyped "Great Wealth Transfer." Drawing from decades of experience consulting with wealthy families and their advisors, Dr. Grubman rev...

Text us to share what you found helpful! In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for supporting women through divorce financial planning. Drawing from his extensive research and practice experience at WolfBridge Wealth, Michael reveals how traditional divorce processes often fail to address individual needs. But, by advisor...

Text us to share what you found helpful! In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women who serve as primary financial decision-makers with Tanya Nichols, founder and president of Align Financial. With 25 years of experience helping women retire confidently, Tanya shares valuable perspectives on how financial advisors can better suppor...

Text us to share what you found helpful! Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodfall reveals how mastering EQ can transform client relationships and dramatically improve business outcomes. Drawing from his unique background as both a financial planner and master's degree holder in communication behavior analysis, James shar...

Text us to share what you found helpful! What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy.  Learn about Ed's innovative GREAT framework for having meaningful money co...

Text us to share what you found helpful! Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that enhances client engagement and facilitates meaningful change. Join host Ashley Quamme and guest Derek Hagen, Director of Education at Money Quotient, as they unpack this evidence-based approach to deeper client conversations. In this episode, y...

Text us to share what you found helpful! In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience Your Wealth, to explore how incorporating behavioral expertise into financial planning firms can transform client relationships and enhance practice management. As both the host and the financial behavior specialist for Jake's firm, Ashley and...

Text us to share what you found helpful! In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the basic estate planning documents and how advisors can...

Text us to share what you found helpful! In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental health advocate to explore how financial advisors can transform client relationships by focusing on joy rather than just numbers. Larry shares practical insights on: How to incorporate joy-focused conversations into client meetings Balancing saving...

Text us to share what you found helpful! In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and c...

Text us to share what you found helpful! In this episode, Mikel Van Cleve joins us to talk about the unique challenges blended families face in managing money. Mikel shares practical advice from his personal life and career, covering topics like handling complex family relationships, respecting traditions, and planning for kids of different ages. We dive into the emotional side of finances for ble...

Text us to share what you found helpful! In this episode, we talk with Dr. Sarah Fallaw, co-author of The Next Millionaire Next Door and founder of DataPoints, who explains how understanding client personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clie...

Text us to share what you found helpful! In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching Initiative. Lindsay shares her personal journey and how it shaped her approach to identity work in financial planning. Key points discussed: Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it...

Text us to share what you found helpful! In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by actively list...

Text us to share what you found helpful! You plan for your clients’ retirement, but are you planning for yours? In this episode, Dan Haylett helps unpack the unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we...

Text us to share what you found helpful! In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation retirem...

Text us to share what you found helpful! What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into...

Text us to share what you found helpful! Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client emotions...