Planning & Beyond®
Ashley Quamme
Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting.Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships.Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers.Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitionsNew episodes release bi-weekly. Subscribe now to transform how you connect with clients.
Episodes
Mentioned books
Nov 21, 2024 • 49min
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. 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
Nov 7, 2024 • 47min
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, 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
Oct 24, 2024 • 58min
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. 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
Oct 10, 2024 • 50min
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 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
Sep 26, 2024 • 38min
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 unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we explore the emotional struggles, such as losing a sense of identity and client connections. Advisors can navigate these challenges by creating new roles and finding purpose in this next chapter.Connect with us below!Dan Haylett on LinkedInTFP Financial PlanningHumansvsretirement.com Ashley Quamme on LinkedInVisit Planning & Beyond
Sep 12, 2024 • 40min
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. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation retirement rebels, including supporting couples. This episode is a must-listen for financial advisors looking for skills in navigating the emotional challenges that come with planning for pre-retiree and retiree couples. Connect with us below!Dan Haylett on LinkedInTFP Financial PlanningAshley Quamme on LinkedInVisit Planning & Beyond
Aug 29, 2024 • 36min
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 Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.Connect with us below!Brian Portnoy on LinkedInAshley Quamme on LinkedInVisit Shaping WealthVisit Planning & Beyond
Aug 15, 2024 • 24min
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 tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client emotions and improving communication. This episode draws on real-world experiences from Beyond the Plan and Shaping Wealth, emphasizing multiple pathways to success.Learn more about the critical role of communication skills in financial planning and learn about the educational opportunities that can set you on the path to mastery. Programs from Kansas State University, the University of Georgia, Shaping Wealth, and the Financial Therapy Association are spotlighted, illustrating the importance of early integration and continuous professional development. Despite obstacles like time constraints and initial skepticism, Ashley Quamme and Dr. Meghaan Lurtz share actionable suggestions to embed these skills into your daily practice. We also highlight the significance of community support, encouraging collaboration with peers to enhance your financial therapy skill set.Connect with us below!Dr. Meghaan Lurtz on LinkedinAshley Quamme on LinkedinVisit Shaping Wealth
Aug 1, 2024 • 35min
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 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, creating a welcoming environment for clients to share insights.We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain practical tips for refining your questioning techniques, including AI tools for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions." Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.Connect with us below!Dr. Meghaan Lurtz on LinkedInAshley Quamme on LinkedInVisit Shaping Wealth
Jul 18, 2024 • 31min
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. 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.Discover the power of self-reflection and emotional intelligence through a compelling example of an advisor specializing in doctors. Learn about countertransference and how personal feelings can interfere with professional advice, and hear a candid story about making tough decisions due to strong emotional reactions.We also emphasize the importance of having a support system, whether through peers, mentors, or professional groups like Shaping Wealth, to maintain ethical standards and foster growth. Additionally, we highlight the value of financial advisors having their own advisors and the insights gained from peer-to-peer interactions.Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.Connect with us below!Dr. Meghaan Lurtz on LinkedInAshley Quamme on LinkedIn
