Planning & Beyond® - Where financial planning meets human understanding
Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.
Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.
Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.
If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.
Topics include:
- Mastering discovery and prospect meetings
- Navigating difficult money conversations
- Understanding client psychology
- Building trust and deepening client relationships
- Managing emotional client situations
- Improving advisor-client communication
- Applying behavioral finance strategies
- Supporting clients through life transitions
New episodes release weekly. Subscribe for practical conversations on the human side of financial planning.
Learn more at Beyond the Plan.
Planning & Beyond® - Where financial planning meets human understanding
4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz
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Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmness, creating a welcoming environment for clients to share insights.
We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain practical tips for refining your questioning techniques, including AI tools for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions."
Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.
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