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
11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw
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…
- Planning & Beyond® - Where financial planning meets human understanding
10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell
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…
- Planning & Beyond® - Where financial planning meets human understanding
9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier
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…
- Planning & Beyond® - Where financial planning meets human understanding
8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett
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…
- Planning & Beyond® - Where financial planning meets human understanding
7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
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 & Beyond® - Where financial planning meets human understanding
6. The Path to Funded Contentment with Brian Portnoy
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…
- Planning & Beyond® - Where financial planning meets human understanding
5. Considerations for Integrating Financial Psychology into Practice
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…
- Planning & Beyond® - Where financial planning meets human understanding
4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz
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…
- Planning & Beyond® - Where financial planning meets human understanding
3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz
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…
- Planning & Beyond® - Where financial planning meets human understanding
2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz
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…
- Planning & Beyond® - Where financial planning meets human understanding
1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme
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…