56. The Missing Piece in Wealth Planning: Beneficiary Education with Torri Hawley Artwork

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.

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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.

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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

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Planning & Beyond® - Where financial planning meets human understanding

56. The Missing Piece in Wealth Planning: Beneficiary Education with Torri Hawley

July 23, 2026 • Ashley Quamme

0:00 | 39:41

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Welcome back to Planning & Beyond®. Today Ashley sits down with Torri Hawley, Chief Learning Officer for Tamarind Learning, about the role financial advisors can play in family wealth education.

Torri brings both professional and personal experience to this conversation. She is a seventh-generation member of an enterprising family, and she has seen firsthand what helps rising generation clients feel included, respected, and prepared, and what makes them shut down.

Ashley and Torri talk about what advisors often miss when working with younger family members and downstream clients. Torri explains why family wealth education needs more than a vague promise to “educate.” It needs a clear on-ramp, defined topics, structure, activities, and a real understanding of what clients actually need at their stage of life.

In this episode, Ashley and Torri also discuss:

How advisors can build trust with rising generation clients
Why younger family members should be treated as future clients, not side conversations
What family wealth education looks like when it is done well
Why generic education libraries and slide decks often miss the mark
How to shape education around a client’s interests, life stage, and confidence level
Why psychological safety matters when talking about wealth, inheritance, and family roles
How advisors can support family wealth education while staying in their lane

This conversation is especially useful for advisors who work with families, business owners, inheritors, or rising generation clients and want to approach wealth education with more care, structure, and intention.

RESOURCES AND GUEST INFORMATION

About the Guest

Torri Hawley, CFWA, CFBA is the Chief Learning Officer for Tamarind Learning in the U.S. and has a decade of experience working with enterprising families. She is also a seventh-generation member of an enterprising family that owns a 150-year-old operating company. From an early age, Torri was empowered to take an active role in governance, helping form a family council and championing next-gen education and engagement. She now serves on her family office and operating company boards.

Torri is passionate about helping next-generation family members build confidence and credibility through education, empowerment, and practical learning.

Connect with Torri Hawley: