Latest / Financial Behavior Thought Leaders
The Irreplaceable Advisor with Ashley Quamme
[embed]https://youtu.be/pMiNkdNrAsU[/embed] Ashley Quamme is a licensed therapist and behavioral finance expert, and she is one of the few people working at the intersection of mental health and financial advising in a genuinely practical way. In this episode, she lays out seven relational competencies that separate the advisors who will thrive in an AI-driven industry from those who will struggle to explain why clients should still choose a human. The short version: AI and technical knowledge are now table stakes. They are what gets you in the room, not what keeps clients there. What keeps…
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