Ashley Quamme

Planning & Beyond® - Where financial planning meets human understanding

Business EN ↓ 54 episodes

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...

Author

Ashley Quamme

Episodes

4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz 01.08.2024 35:02

Text us to share what you found helpful! Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmness, creati...

3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz 18.07.2024 30:39

Text us to share what you found helpful! Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactions. Disco...

2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz 04.07.2024 29:56

Text us to share what you found helpful! How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships. Explore the...

1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme 02.07.2024 13:07

Text us to share what you found helpful! Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions...