It’s About Financial Planning–
and Beyond

Listen. Follow. Grow.

A podcast by a therapist for financial advisors.

Recent Episodes

  • Ep. 11

    Interview - Sarah Fallaw, Ph.D

    Using Assessments to Deepen Client Relationships

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  • Ep. 10

    Interview - Lindsay Troxell

    Identity Matters: Aligning Your Clients' Values and Purpose

    Listen Now

  • Ep. 9

    Interview - Brendan Frazier

    Mindset & Skills for Nailing Your Prospect & Discovery Meeting

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  • Ep. 8

    Interview - Dan Haylett

    From Advisor to Retiree: Tackling the Challenges of Stepping Away

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  • Ep. 7

    Interview - Dan Haylett

    Insights for Navigating the Retirement Rebel Revolution

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  • Ep. 6

    Interview - Brian Portnoy

    The Path to Funded Contentment

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Meet the Host

Follow along with host, Ashley Quamme, as she interviews industry experts from across the globe to discuss the intersection of psychology and financial planning.