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

Jenny Olson, Ph.D

Dr. Jenny Olson is an assistant professor of marketing at Indiana University’s Kelley School of Business. She earned her Ph.D. in marketing from the University of Michigan. Dr. Olson’s research focuses on consumer behavior within interpersonal contexts, with specific interests in (1) consumer financial decision making and (2) social cognition and inferential processes. For example, she examines the interplay between money and couples' relationship formation and quality (e.g., how partners' bank account structure, financial infidelity, and conversations about money affect relationship and financial well-being). Her award-winning research has been published in the Journal of Consumer Research, International Journal of Research in Marketing, and the Journal of the Association for Consumer Research. Her work has also received widespread coverage in major outlets including the New York Times, Wall Street Journal, Washington Post, PBS/NPR, Boston Globe, and Forbes.

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

Guest appearance on:

43. Financial Infidelity in Couples: Research-Backed Strategies for Financial Advisors | Dr. Jenny Olson