Episode 3– The Impact of Emotions on Professional Advice

Written By Ashley Quamme, LMFT

Dr. Meghaan Lurtz on LinkedIn

 

Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactions.

 

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Ashley Quamme, LMFT

Ashley works as a Financial Behavior Specialist and Financialt therapist. She is the Founder of Beyond the Plan™ and The Wealthy Marriage.

https://www.beyondthefp.com
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Episode 4– How Not to Ask Stupid Questions
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Episode 2– Navigating Client Relationships in Financial Planning