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.

Guest

Lindsey Troxell

Since 2005 Lindsay Troxell has worked with thousands of Financial Advisors and teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

Lindsay started Our Coaching Initiative as a platform where Financial Advisors, their team members, and their clients can access the power of coaching to create clearer, richer, more fulfilling lives.

Lindsay doesn't pretend to have all of the answers. She's as human as they come. She's got goals and dreams, but sometimes her habits don't align with the results she wants to create for herself. And that's part of what makes Lindsay a great coach. She's human. She knows what it's like to be both high performing and sometimes a bit of a procrastinator. Accomplished and flawed. Confident and confused. She's also unapologetically curious about the science behind how we feel and its connection to how we show up

https://www.linkedin.com/in/lindsaytroxell/

Guest appearance on:

10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell