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
15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Text us to share what you found helpful!
In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the basic estate planning documents and how advisors can help encourage clients to create a system of organization and accessibility of important information. Check out this conversation where we dive into:
• Discussing mortality and the importance of estate planning
• Moving beyond mere documents to a comprehensive estate plan
• Strategies for engaging younger families in estate planning
• Handling complex dynamics in blended families
• Encouraging conversations between clients and their parents about estate planning
Learn how to transform challenging client discussions into meaningful legacy planning opportunities!
Connect with Emily::
Connect with Ashley:
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
The Human Side of Money
Brendan Frazier
Healthy Love & Money: Financial Therapy, Intimacy, Conflict & Communication for Couples
Ed Coambs - Therapy-Informed Financial Planning™
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Standard Deviations with Dr. Daniel Crosby
Dr. Daniel Crosby
Modern Husbands Podcast
Modern Husbands
The Most Hated F-Word
Shaun Maslyk
The Humans vs Retirement Podcast
Dan Haylett