Description

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. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.

If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.

Topics include:

• Mastering discovery and prospect meetings
• Navigating difficult money conversations
• Understanding client psychology
• Building trust and deepening client relationships
• Managing emotional client situations
• Improving advisor-client communication
• Applying behavioral finance strategies
• Supporting clients through life transitions

New episodes release weekly. Subscribe for practical conversations on the human side of financial planning.

Learn more at Beyond the Plan.