Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
Financial Advisor Success
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Helping Advisory Firms Go Beyond the Plan
When starting engagements with advisory firms, the focus is on helping firms go beyond the plan and understand how their clients think, feel, and act regarding money. The speaker highlighted the importance of this approach during a conversation with an advisor, where they emphasized the value of assisting firms in gaining insights into their clients' financial behaviors and emotions. The use of an AI note taker, specifically with zoom, was also mentioned in the discussion.
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