Shows / Planning & Beyond® - Where financial planning meets human understanding
Planning & Beyond® - Where financial planning meets human understanding
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…
Episodes
- Planning & Beyond® - Where financial planning meets human understanding
70. Women and Wealth: How Advisors Can Better Serve Female Clients with Cary Carbonaro
Text us to share what you found helpful! Ashley is joined by Cary Carbonaro, author of Women and Wealth, for a conversation about what financial advisors may…
- Planning & Beyond® - Where financial planning meets human understanding
69. What Your Advisor Data Is Really Telling You with Molly Pierce
Text us to share what you found helpful! In this episode, Ashley is joined by Molly Pierce, CEO of Track That Advisor, for a conversation about the story…
- Planning & Beyond® - Where financial planning meets human understanding
68. Retirement Is Not One Path: Five Models for Modern Retirement Planning with Adam Van Deusen
Text us to share what you found helpful! Ashley is joined by Adam Van Dusen for a conversation about why retirement does not have to follow one default path…
- Planning & Beyond® - Where financial planning meets human understanding
67. Reimagining Discovery Meetings: Helping Retirees Dream Bigger with Adam Chapman
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…
- Planning & Beyond® - Where financial planning meets human understanding
66. Transforming Review Meetings into Meaningful Experiences with Brendan Frazier
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…
- Planning & Beyond® - Where financial planning meets human understanding
65. Career Coaching Meets Financial Planning with Kolby Goodman
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…
- Planning & Beyond® - Where financial planning meets human understanding
64. Navigating Cultural Differences in Financial Decisions with Dr. Amanda Craft
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…
- Planning & Beyond® - Where financial planning meets human understanding
63. Helping Kids Understand Money Early with Jamie Bosse
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…
- Planning & Beyond® - Where financial planning meets human understanding
62. AI and Client Connection with Gabe Caldwell
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…
Planning & Beyond® - Where financial planning meets human understandingAsk Ashley: "What Should I Do When a Couple is Fighting About Money?"
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…
- Planning & Beyond® - Where financial planning meets human understanding
61. Recognizing and Preventing Misconduct in Financial Advisory with Dr. Moira Somers
Text us to share what you found helpful! Good advisors can still find themselves in difficult ethical situations, especially when they are under pressure…
- Planning & Beyond® - Where financial planning meets human understanding
60. How Our Financial Beliefs Evolved and What They Mean for You with Dr. Joseph S. Moore
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…
- Planning & Beyond® - Where financial planning meets human understanding
59. The Power of Listening: How Mindfulness Can Transform Your Financial Practice with George Kinder
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…
- Planning & Beyond® - Where financial planning meets human understanding
58. Facilitating Wealth Conversations Between Parents and Children with Kevin Janiec
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…
- Planning & Beyond® - Where financial planning meets human understanding
57. Crafting Relatable Conversations to Attract Ideal Clients with Derrick Kinney
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…
- Planning & Beyond® - Where financial planning meets human understanding
56. The Missing Piece in Wealth Planning: Beneficiary Education with Torri Hawley
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…
- Planning & Beyond® - Where financial planning meets human understanding
55. Retirement Realities: What Advisors Need to Know About Client Psychology and Support with James Woodfall
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…
- Planning & Beyond® - Where financial planning meets human understanding
54. Augmented Intelligence: How AI Can Elevate Your Financial Practice and Human Connection with Matt Halloran
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…
- Planning & Beyond® - Where financial planning meets human understanding
53. The “Why I Care” Story: How Financial Advisors Build Trust Faster with Deirdre Van Nest
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…
- Planning & Beyond® - Where financial planning meets human understanding
52. Death and Money: How Advisors Can Support Clients Through Grief and Loss with Rose Zealand
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…
- Planning & Beyond® - Where financial planning meets human understanding
51. Showing Up as Yourself: Why Authenticity Is a Business Strategy for Advisors with Justin Castelli
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…
- Planning & Beyond® - Where financial planning meets human understanding
50. What Is the Human Side of Money? A 50th Episode Conversation with Brendan Frazier
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…
- Planning & Beyond® - Where financial planning meets human understanding
49. Beyond "Where Are You From?": Building Trust With Foreign-Born Clients with Jane Mepham
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…
- Planning & Beyond® - Where financial planning meets human understanding
48. Financial Anxiety vs. Financial Stress: How Advisors Can Help Clients Move Past Decision Paralysis | Dr. Kristy Archuleta
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…
- Planning & Beyond® - Where financial planning meets human understanding
47. The Sabbatical Conversation: What Financial Advisors Need to Know About Work Breaks and Client Wellbeing with Cady North
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…
- Planning & Beyond® - Where financial planning meets human understanding
46. The Referral Gap: Why Your Happiest Clients Aren't Sending Anyone Your Way (And What to Do About It) with Phil Bray
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…
- Planning & Beyond® - Where financial planning meets human understanding
45. Calm Money: Why Financial Self-Care Comes Before the Plan with Dr. Alex Melkumian
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…
- Planning & Beyond® - Where financial planning meets human understanding
44. Building Financial Empathy: Why Your Clients' Behaviors Make Perfect Sense with Dr. Michael Thomas
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…
- Planning & Beyond® - Where financial planning meets human understanding
43. Financial Infidelity in Couples: Research-Backed Strategies for Financial Advisors | Dr. Jenny Olson
Text us to share what you found helpful! You've been there. A couple sits across from you in a discovery meeting, and something feels off. Maybe one partner…
- Planning & Beyond® - Where financial planning meets human understanding
42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt
Text us to share what you found helpful! You know that feeling when you're going through the motions with annual reviews, rinse and repeat conversations, and…
- Planning & Beyond® - Where financial planning meets human understanding
41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild
Text us to share what you found helpful! You've got your CRM humming. Your workflows are tight. Your service calendar is consistent. So why aren't clients more…
- Planning & Beyond® - Where financial planning meets human understanding
40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz
Text us to share what you found helpful! You know the feeling. A couple walks into your office and you ask about their goals. They say "security" and "freedom"…
- Planning & Beyond® - Where financial planning meets human understanding
39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace
Text us to share what you found helpful! What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real-time case…
- Planning & Beyond® - Where financial planning meets human understanding
38. Helping Couples to Do Money Together: An Advisor’s Guide with Heather & Douglas Boneparth
Text us to share what you found helpful! You've seen it happen: one partner takes notes while the other zones out. Tension surfaces when discussing spending…
- Planning & Beyond® - Where financial planning meets human understanding
37. Motivational Interviewing: Guiding Clients Towards Change Without Being Pushy with Jeremy Keil
Text us to share what you found helpful! You've been to those conferences. Every speaker says "the key to success is asking great questions" - then they stop…
- Planning & Beyond® - Where financial planning meets human understanding
36. The Trust Equation: How Behavioral Data Transforms Client Relationships with Marla Sofer
Text us to share what you found helpful! You can deliver perfect asset allocations and outperform benchmarks all day long, but here's what Marla Sofer, founder…
- Planning & Beyond® - Where financial planning meets human understanding
35. Understanding ADHD and Money with Christine Hargrove, PhD
Text us to share what you found helpful! When clients miss meetings, avoid financial conversations, or struggle to follow through on planning recommendations…
- Planning & Beyond® - Where financial planning meets human understanding
34. The Psychology Behind Lead Generation & Conversion with Derek Notman
Text us to share what you found helpful! Most financial advisors are solving the wrong problem. They're obsessing over lead generation when the real issue is…
- Planning & Beyond® - Where financial planning meets human understanding
33. Serving Those Who Served: The Psychology of Financial Planning for Military Clients with Daniel Kopp, CFP®
Text us to share what you found helpful! Military families represent one of the most unique and underserved populations in financial planning, bringing layers…
- Planning & Beyond® - Where financial planning meets human understanding
32. How Financial Advisors Can Ask About Client Money History Without Overstepping with Meghaan Lurtz
Text us to share what you found helpful! When clients seem stuck on financial decisions or react emotionally to planning recommendations, there's often more to…
- Planning & Beyond® - Where financial planning meets human understanding
31. How to Help Clients Create Meaning and Purpose in Their Financial Lives with Dr. Daniel Crosby
Text us to share what you found helpful! Financial success doesn't automatically create life satisfaction—and as a financial advisor, you're uniquely…
- Planning & Beyond® - Where financial planning meets human understanding
30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip
Text us to share what you found helpful! What if the secret to growing your advisory business isn't in your investment strategy or marketing plan, but in how…
- Planning & Beyond® - Where financial planning meets human understanding
29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere
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…
- Planning & Beyond® - Where financial planning meets human understanding
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison
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…
- Planning & Beyond® - Where financial planning meets human understanding
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology
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…
- Planning & Beyond® - Where financial planning meets human understanding
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle
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…
- Planning & Beyond® - Where financial planning meets human understanding
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran
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…
- Planning & Beyond® - Where financial planning meets human understanding
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek
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…
- Planning & Beyond® - Where financial planning meets human understanding
23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree
Text us to share what you found helpful! Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals…
- Planning & Beyond® - Where financial planning meets human understanding
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman
Text us to share what you found helpful! Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally…
- Planning & Beyond® - Where financial planning meets human understanding
21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota
Text us to share what you found helpful! In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for…
- Planning & Beyond® - Where financial planning meets human understanding
20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols
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…
- Planning & Beyond® - Where financial planning meets human understanding
19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall
Text us to share what you found helpful! Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodfall…
- Planning & Beyond® - Where financial planning meets human understanding
18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs
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…
- Planning & Beyond® - Where financial planning meets human understanding
17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen
Text us to share what you found helpful! Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that…
- Planning & Beyond® - Where financial planning meets human understanding
16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup
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…
- Planning & Beyond® - Where financial planning meets human understanding
15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam
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…
- Planning & Beyond® - Where financial planning meets human understanding
14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung
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…
- Planning & Beyond® - Where financial planning meets human understanding
13. How to Handle Burnout as an Advisor with Neil Bage
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…
- Planning & Beyond® - Where financial planning meets human understanding
12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve
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…