
Planning & Beyond™
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 meetings
- Navigating difficult money conversations
- Understanding client psychology
- Building trust and deepening relationships
- Managing emotional client situations
- Enhancing communication skills
- Developing behavioral finance strategies
- Supporting clients through life transitions
New episodes release bi-weekly. Subscribe now to transform how you connect with clients.
Planning & Beyond™
Latest Episodes
21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota

20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols

19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall

18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs

17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen

Contributors
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