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.
Planning & Beyond™
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek
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What happens when your widowed client can't focus on financial decisions because they're drowning in grief fog? Grief literacy expert Kathi Balasek pulls back the curtain on the psychological reality facing clients after loss, sharing her own journey as a young widow who made financial mistakes despite having a trusted advisor. You'll discover why 70% of widowed clients leave their advisors and gain practical strategies to create a safe space for grieving clients. From understanding the cognitive delays that cloud decision-making to learning exactly what phrases to avoid, this conversation delivers actionable techniques to transform how you support clients through loss and position yourself as their trusted resource during vulnerable times.
Key Takeaways:
- Creating Safety Through Communication Structure: When clients experience grief fog (cognitive delays, forgetfulness, confusion), structure interactions by finding the "corner pieces" first—focus on essential paperwork immediately, organization within 1-2 months, and delay major decisions like selling homes for at least a year. This structured approach helps overwhelmed clients navigate grief while protecting their financial interests.
- Developing Grief Literacy Skills: Eliminate phrases that disenfranchise grief such as "at least they lived a long life" or "were you close?" Instead, ask permission to discuss difficult topics, use words like "priority" instead of "urgent," and most importantly, mention the deceased person's name to acknowledge their continued importance in your client's life.
- Building Community for Vulnerable Clients: Create ongoing social workshops specifically for women to discuss finances in a supportive environment. This tribal approach addresses the reality that 90% of women will be solely responsible for finances at some point, while helping them overcome guilt, shame, and embarrassment about financial knowledge gaps that often occur after loss.
Resources and Guest Information:
- Connect with Kathi Balasek on LinkedIn
- Explore Kathi's grief literacy training programs
Connect with Ashley:
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