Planning & Beyond®

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

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

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

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

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

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

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 client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships.Explore the principles of financial advising, grounded in logic, mathematics, and the trans-theoretical model of change. Learn how to overcome the biggest barrier for clients—not knowing how to change—with strategies tailored to their emotional, familial, and financial needs.Get practical communication tips to enhance your advising practice, including motivational interviewing, emotional intelligence, and the power of curiosity. Plus, find out about the Navigator series from Shaping Wealth.Join us for ongoing learning and growth by subscribing to our podcast and connecting with our community on social media!Dr. Meghaan Lurtz on LinkedInAshley Quamme on LinkedIn

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 stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions that come with it. We'll explore the significance of forming genuine connections through vulnerability and openness, and I'll reveal how my 15 years as a therapist have shaped my identity and path.We'll delve into the emotional and mental toll of being a therapist, especially in the couples space, and how this has mirrored the experiences of financial advisors grappling with intense client meetings. Discover the driving force behind my career in mental health—a deep desire to be impactful—and how this realization has led me to new avenues of influence beyond the therapy room. Get ready for a heartfelt discussion as we build a relationship based on shared experiences and mutual understanding.Connect with me!Ashley Quamme on LinkedinBeyond the Plan website