Planning & Beyond®

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 conversations, and discover why being a financial expert can sometimes create unexpected challenges in personal relationships. Ed shares vulnerable insights from his own marriage and clinical practice, explaining how attachment styles influence money decisions and why financial transparency alone isn't enough for true financial intimacy. Whether you're struggling to balance your role as a financial expert with being a spouse, or seeking ways to help clients navigate financial relationships more effectively, this episode provides practical strategies for creating deeper connections through money conversations.Featured Guest: Ed Coambs, CFP®, LMFT, CFT-I™, Founder of Healthy Love & MoneyResources Mentioned in This Episode:The Healthy Love and Money WayAttachment Style QuizConnect with guest: Ed Coambs on LinkedInHealthy Love & MoneyHealthy Love & Money on InstagramConnect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn

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, you'll learn:How to resist the "righting reflex" and create space for authentic client discoveryThe four key components of motivational interviewing (Spirit, Stages, Skills, and Speech)Practical techniques for implementing MI in different meeting contextsStrategic ways to offer advice that empowers rather than directsReal-world applications for discovery meetings, annual reviews, and major life transitionsWhether you're helping clients navigate retirement relocations or complex financial decisions, you'll gain actionable strategies to enhance your practice through more effective communication. Perfect for financial advisors looking to deepen client relationships and create more impactful outcomes.Featured Guest: Derek Hagen, Director of Education and Communication at Money Quotient, financial behavior specialist, and motivational interviewing expert.Resources Mentioned in This Episode:Motivational Interviewing (4th Edition) - Miller & RollnickPsychwire.com - Learn MI directly from the foundersMoney Quotient's Motivational Interviewing Bootcamp with Derek HagenFor additional learning: Search "Motivational Interviewing" on YouTube for introductory contentConnect with Derek: Derek Hagen on LinkedInMoney QuotientConnect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn

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 Jake provide a unique, inside look at this innovative approach to modern financial planning.Jake and Ashley examine how this integration has transformed client meetings, enhanced team dynamics, and created new opportunities for practice growth. They discuss the importance of giving advisors mental freedom to focus on technical aspects while having dedicated support for the psychological elements of client relationships. The episode also addresses common concerns about scaling behavioral integration and provides actionable steps for advisors interested in expanding beyond traditional planning approaches.Key TakeawaysThe future of financial planning is moving beyond technical expertiseBehavioral integration can start small with simple tools and questionsAdvisors don't need to be behavioral experts to create meaningful changeClient engagement and retention improve with behavioral integrationHaving a dedicated behavioral specialist allows advisors to be more presentIntegration should be presented as an enhancement, not a fixThe role of behavioral specialist can extend beyond client meetings to team trainingStart implementing behavioral elements before feeling fully readyConnect with Jake:: Jake Northrup on LinkedInExperience Your WealthConnect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedInLinks mentioned in episodeKinder’s 3 Questions

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 help encourage clients to create a system of organization and accessibility of important information. Check out this conversation where we dive into: • Discussing mortality and the importance of estate planning• Moving beyond mere documents to a comprehensive estate plan• Strategies for engaging younger families in estate planning• Handling complex dynamics in blended families• Encouraging conversations between clients and their parents about estate planningLearn how to transform challenging client discussions into meaningful legacy planning opportunities!Connect with Emily:: Emily Rassam on LinkedInArcher Investment ManagementEmily’s websiteConnect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn

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 meetingsBalancing saving and spending for couples with different financial perspectivesBuilding trust through authentic conversations about what brings clients joyPractical implementation of joy-focused financial planningAs a mental health advocate, Larry also discusses his journey about how his personal experiences shaped his approach to financial planning. His firm's signature question - "What did you do today that brought you joy?®" - has evolved into a powerful tool for deepening client relationships and creating more meaningful financial discussions.Connect with Larry: Larry Sprung on LInkedInMitlin FinancialMitlin Money Mindset on YouTubeDownload the Joy Journal Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn

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 curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.Tune in to this episode of “Planning & Beyond!”Connect with us below!Neil Bage on LinkedInShaping WealthAshley Quamme on LinkedInVisit Planning & Beyond

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 blended families, including how to navigate sensitive areas like inheritance and college costs. Mikel’s insights show how open conversations and thoughtful planning can help advisors better support these families and build lasting trust.Tune in to this episode of “Planning & Beyond!”Connect with us below!Mikel Van Cleve on LinkedInAshley Quamme on LinkedInVisit Planning & Beyond

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 clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning & Beyond!”Connect with us below!Dr. Sarah Fallaw on LinkedInDataPointsAshley Quamme on LinkedInVisit Planning & Beyond

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 matters (purpose).The importance of starting with "who" before diving into values and purpose.How identity work can improve advisor, team, and client well-being.Practical ways for advisors to incorporate identity discussions into client meetings.Signs that indicate when an advisor should consider outsourcing deeper identity work to specialists.You can learn more about Lindsay and her work by connecting with her through LinkedIn or her website linked below.Connect with us below!Lindsay Troxell on LinkedInOur Coaching InitiativeAshley Quamme on LinkedInVisit Planning & Beyond

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 listening, asking thoughtful questions, and showing genuine interest. The mindset and skills employed in these initial meetings help to create a safe and comfortable environment. Indirectly it answers clients' unspoken questions about trust and capability. Brendan offers additional techniques that advisors can use to create that safe environment. Techniques  like mirroring and summarizing can improve communication and build stronger client relationships, focusing on the human side of financial advising. This episode is jam packed with practical strategies that you can begin using and building on immediately.Connect with us below!Brendan Frazier on LinkedInThe Human Side of Money Podcast Ashley Quamme on LinkedInVisit Planning & Beyond