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.
Episodes
48 episodes
48. Financial Anxiety vs. Financial Stress: How Advisors Can Help Clients Move Past Decision Paralysis | Dr. Kristy Archuleta
You've shown your client the numbers. Multiple times. The plan works, they can afford the house, they have enough to retire, the math is on their side. And yet they keep circling back to the same question, the same hesitation, the same "I just ...
47. The Sabbatical Conversation: What Financial Advisors Need to Know About Work Breaks and Client Wellbeing with Cady North
You've run the numbers. The client can absolutely afford to take time off. And yet they won't. Or they want to, but they're terrified. Or they've mentioned burnout in every meeting for the last two years and still can't pull the trigger....
46. The Referral Gap: Why Your Happiest Clients Aren't Sending Anyone Your Way (And What to Do About It) with Phil Bray
You have clients who love you. You know it. They know it. And yet your referral pipeline is quieter than it should be.Here's the thing — it's probably not about satisfaction at all. According to Phil Bray, founder of the UK-based financi...
45. Calm Money: Why Financial Self-Care Comes Before the Plan with Dr. Alex Melkumian
Have you ever gone over a financial plan with a client, checked every box, and then watched them walk out and implement almost none of it? It's one of the most frustrating experiences in this work — and it's more common than anyone likes to adm...
44. Building Financial Empathy: Why Your Clients' Behaviors Make Perfect Sense with Dr. Michael Thomas
You walk into a client meeting prepared with projections, strategies, and solutions. But something's off. Your client nods at the right moments, signs the paperwork, yet you sense there's a conversation happening beneath the surface that you're...
43. Financial Infidelity in Couples: Research-Backed Strategies for Financial Advisors | Dr. Jenny Olson
You've been there. A couple sits across from you in a discovery meeting, and something feels off. Maybe one partner shifts in their seat when you ask about spending patterns. Maybe the other answers too quickly, cutting off their spouse mid-sen...
42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt
You know that feeling when you're going through the motions with annual reviews, rinse and repeat conversations, and something just feels off? You're not alone. Even your clients are starting to feel it.Adam Holt, founder and CEO of Asse...
41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild
You've got your CRM humming. Your workflows are tight. Your service calendar is consistent. So why aren't clients more engaged?Here's what most advisors miss: efficiency doesn't equal engagement. A frictionless experience is table stakes...
40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz
You know the feeling. A couple walks into your office and you ask about their goals. They say "security" and "freedom" in the same breath, and you're thinking... aren't those kind of opposites? Or a client tells you they value family connection...
39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace
What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real-time case consultation, financial planner Jim Grace and I work through exactly this scenario - a couple who went from financial stress to ...
38. Helping Couples to Do Money Together: An Advisor’s Guide with Heather & Douglas Boneparth
You've seen it happen: one partner takes notes while the other zones out. Tension surfaces when discussing spending. Only one person shows up to quarterly reviews. Sound familiar?This episode tackles the messy, emotional work of helping ...
37. Motivational Interviewing: Guiding Clients Towards Change Without Being Pushy with Jeremy Keil
You've been to those conferences. Every speaker says "the key to success is asking great questions" - then they stop talking. Maybe they give you one or two magic phrases, but nobody teaches you how to actually have these conversations...
36. The Trust Equation: How Behavioral Data Transforms Client Relationships with Marla Sofer
You can deliver perfect asset allocations and outperform benchmarks all day long, but here's what Marla Sofer, founder of Knomee, knows after 25 years in financial services: those are just table stakes. The real differentiator—the thing that de...
35. Understanding ADHD and Money with Christine Hargrove, PhD
When clients miss meetings, avoid financial conversations, or struggle to follow through on planning recommendations, most advisors assume it's about motivation or priorities. Christine Hargrove, PhD and assistant director of the Love and Money...
34. The Psychology Behind Lead Generation & Conversion with Derek Notman
Most financial advisors are solving the wrong problem. They're obsessing over lead generation when the real issue is lead conversion - and the psychology behind why prospects don't convert reveals everything about building genuine client...
33. Serving Those Who Served: The Psychology of Financial Planning for Military Clients with Daniel Kopp, CFP®
Military families represent one of the most unique and underserved populations in financial planning, bringing layers of psychological complexity that most advisors have never encountered. In this episode, Daniel Kopp, CFP® and military veteran...
32. How Financial Advisors Can Ask About Client Money History Without Overstepping with Meghaan Lurtz
When clients seem stuck on financial decisions or react emotionally to planning recommendations, there's often more to the story than what shows up on their balance sheet. In this conversation with Meghaan Lurtz, we explore how financial adviso...
31. How to Help Clients Create Meaning and Purpose in Their Financial Lives with Dr. Daniel Crosby
Financial success doesn't automatically create life satisfaction—and as a financial advisor, you're uniquely positioned to help clients bridge this gap. Dr. Daniel Crosby, psychologist and behavioral finance expert, reveals how to move beyond t...
30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip
What if the secret to growing your advisory business isn't in your investment strategy or marketing plan, but in how well you're taking care of yourself? In this eye-opening episode, health coach Stevyn Guinnip reveals the shocking truth about ...
29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere
What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clin...
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison
In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Y...
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology
Season 2 is officially here! In this Season 2 kickoff, host Ashley Quamme, licensed therapist and financial behavior specialist reveals the three essential psychological skills that separate good advisors from great ones. Drawing from behaviora...
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle
Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddr...
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran
Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can comp...
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek
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 j...