Shows
Planning & Beyond®27. 3 Essential Skills Every Financial Advisor Needs to Master Client PsychologyText us to share what you found helpful!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 behavioral finance research, therapeutic communication techniques, and real client scenarios, Ashley demonstrates how mastering strategic listening, identifying emotional triggers, and creating psychological safety transforms not just client relationships, but business outcomes. Whether you're navigating emotional client meetings or looking to deepen discovery conversations, this episode provides the foundational framework for everything we'll explore throughout Season 2....2025-06-1937 minPlanning & Beyond®26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan AstleText us to share what you found helpful!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 unaddressed financial shame often lurks beneath surface-level resistance and avoidance behaviors. Unlike guilt (which can motivate positive change), shame convinces clients they are fundamentally flawed, creating a cycle of defensiveness and inaction that sabotages even the most technically sound financial strategies.Through personal stories and evidence-based insights, Nathan provides a practical framework for identifying sh...2025-06-0542 minPlanning & Beyond®25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt HalloranText us to share what you found helpful!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 completely transform advisor-client dynamics. Drawing from his background as a therapist and years of experience in financial services as a coach, Matt breaks down his innovative "five second rule" and seven types of listening that help advisors uncover clients' true needs beyond their presenting issues. Through personal stories and...2025-05-2245 min
How Did We Get Here?31. From Therapy Couch to Financial Advisor Coach with Ashley QuammeAshley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she is married to a CFA and is the daughter of a CPA, now it makes way more sense.Let’s dive into Ashley’s journey and see how a psychological background and a lot of...2025-05-2237 min
Advisor Mentorship PodcastBuilding Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)Financial advice isn’t just about the numbers. It’s about understanding the people behind them.
In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships with clients, improve decision-making, and enhance trust. Ashley shares insights from her therapy background and practical strategies for virtual and in-person advisory work.
Ashley and Jeremy discuss:
The importance of collaborative language in client conversations and why it mat...2025-05-1344 minPlanning & Beyond®24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi BalasekText us to share what you found helpful!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...2025-05-0841 minPlanning & Beyond®23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim SabreeText us to share what you found helpful!Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals exactly how to spot it. This conversation unpacks how childhood experiences, observed behaviors, and systemic barriers create powerful money beliefs that persist even when clients achieve financial success. Discover why your high-net-worth clients remain anxious despite healthy portfolios, why seemingly simple recommendations meet unexpected resistance, and how asking just a few targeted questions can transform your discovery process and deepen client relationships.Key Takeaways:Re...2025-04-2448 minPlanning & Beyond®22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim GrubmanText us to share what you found helpful!Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally recognized wealth psychology expert Dr. Jim Grubman separates fact from fiction about the much-hyped "Great Wealth Transfer." Drawing from decades of experience consulting with wealthy families and their advisors, Dr. Grubman reveals why many commonly cited statistics about generational wealth transfers are misleading as new research has emerged. From debunking the infamous "shirtsleeves to shirtsleeves in three generations" myth to providing clarity on actual wealth transfer patterns, this conversation equips advisors with a more accurate...2025-04-1040 min
The Great Wealth TransferThe Psychology of Money: How Behavior Shapes Generational Wealth🎙 The Psychology of Money | Ashley Quamme on Inheritance, Behavior & the Great Wealth Transfer$84 trillion is set to change hands over the next 20 years—and most of us aren't ready. In this episode of The Great Wealth Transfer, David Pulcini, CFP®, sits down with Ashley Quamme, a licensed therapist and financial behavior specialist, to unpack the emotional side of money. From family dynamics and inheritance guilt to entitlement, fear, and financial anxiety, Ashley shares powerful insights on how human behavior shapes legacy planning.💬 Topics We Cover:Why money decisions are emotional—not logicalWhat to do if you're an...2025-04-0139 minPlanning & Beyond®21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael KothakotaText us to share what you found helpful!In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for supporting women through divorce financial planning. Drawing from his extensive research and practice experience at WolfBridge Wealth, Michael reveals how traditional divorce processes often fail to address individual needs. But, by advisors taking a collaborative approach better outcomes are created not only for the client, but also the advisor-client relationship. Ashley discusses with Michael his research findings on alimony, saving behaviors, and gender differences in financial decision-making post-divorce. Something that every advisor out there should...2025-03-2739 min
roadmap to RETIREMENTEP50: Couples & Finances w AshleyOn this episode of Roadmap to Retirement, I am joined by Ashley Quamme, a certified financial therapist and behavior specialist, to discuss the intersection of mental health and financial management. Ashley details her transition from being a marriage and family therapist to specializing in financial therapy, emphasizing the importance of understanding money dynamics in relationships. We explore how financial attitudes and behaviors are influenced by upbringing and experiences, the significance of communication and transparency about finances within couples, and the role of ‘money dates’ in fostering financial harmony. Ashley and I also discuss the importance of teaching children about money...2025-03-1924 minPlanning & Beyond®20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya NicholsText us to share what you found helpful!In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women who serve as primary financial decision-makers with Tanya Nichols, founder and president of Align Financial. With 25 years of experience helping women retire confidently, Tanya shares valuable perspectives on how financial advisors can better support female clients, particularly Baby Boomer women navigating retirement. The conversation examines the psychological aspects of money management for women who've broken traditional gender barriers, effective communication approaches, and practical strategies for helping women feel good about their wealth. Whether...2025-03-1338 minPlanning & Beyond®19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James WoodfallText us to share what you found helpful!Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodfall reveals how mastering EQ can transform client relationships and dramatically improve business outcomes. Drawing from his unique background as both a financial planner and master's degree holder in communication behavior analysis, James shares how his research uncovered a direct link between emotional intelligence and advisor success – including a remarkable 24% average increase in sales turnover from EQ training. Through personal stories, including his own journey from running a successful planning practice to becoming an EQ consultant af...2025-02-2737 minPlanning & Beyond®18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed CoambsText us to share what you found helpful!What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy. Learn about Ed's innovative GREAT framework for having meaningful money conversations, and discover why being a financial expert can sometimes create unexpected challenges in personal relationships. Ed shares vulnerable insights from his own marriage and clinical practice, explaining how attachment styles influence money decisions and why financial tran...2025-02-1348 minPlanning & Beyond®17. Transform Your Client Conversations Through Motivational Interviewing with Derek HagenText us to share what you found helpful!Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that enhances client engagement and facilitates meaningful change. Join host Ashley Quamme and guest Derek Hagen, Director of Education at Money Quotient, as they unpack this evidence-based approach to deeper client conversations.In this episode, you'll learn:How to resist the "righting reflex" and create space for authentic client discoveryThe four key components of motivational interviewing (Spirit, Stages, Skills, and Speech)Practical techniques for implementing MI in different meeting contextsStrategic ways to offer...2025-01-3043 min
The Efficient Advisor: Tactical Business Advice for Financial Planners245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley QuammeBehavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings?In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our...2025-01-2158 minPlanning & Beyond®16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake NorthrupText us to share what you found helpful!In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience Your Wealth, to explore how incorporating behavioral expertise into financial planning firms can transform client relationships and enhance practice management. As both the host and the financial behavior specialist for Jake's firm, Ashley and Jake provide a unique, inside look at this innovative approach to modern financial planning.Jake and Ashley examine how this integration has transformed client meetings, enhanced team dynamics, and created new opportunities for practice growth. They...2025-01-1641 min
Smarter Planner PodcastSmarter Planner Symposium 2025 *Discount Code Available* In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for financial planning professionals. Register Here Schedule 7:30 - 8:00 Registration and Breakfast 8:00 - 8:15 Welcome Kelly McNerney- Chair- 2025 Symposium 8:15 - 9:00 Mike Townsend: Policy and Politics in the New Washington: Implications for Investors 9:10 - 10:00 Ben Henry- Moreland: Tax Planning For TCJA's...2025-01-0820 minPlanning & Beyond®15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily RassamText 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...2025-01-0239 minPlanning & Beyond®14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry SprungText us to share what you found helpful!In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental health advocate to explore how financial advisors can transform client relationships by focusing on joy rather than just numbers. Larry shares practical insights on:How to incorporate joy-focused conversations into client meetingsBalancing saving and spending for couples with different financial perspectivesBuilding trust through authentic conversations about what brings clients joyPractical implementation of joy-focused financial planningAs a mental health advocate, Larry also discusses his journey about how his personal experiences shaped his...2024-12-1937 min
NoBS Wealth12 Days of Giving Day 3: Financial Infidelity Exposed - Why Your Partner Hides Money & How to Heal TogetherEver wondered if your partner is hiding financial secrets? You're not alone. In Day 3 of our "12 Days of Giving" series, renowned Marriage & Family Therapist Ashley Quamme shares a raw, eye-opening story of how a hidden $20,000 credit card nearly destroyed a seemingly perfect marriage. Through the lens of "Norm and Jean's" journey, discover why financial infidelity can feel just as devastating as an affair – and more importantly, how couples can heal and grow stronger together.This powerful episode uncovers:The shocking truth about why partners keep financial secretsHow childhood money stories silently shape our adult relationshipsReal strategies fo...2024-12-1537 minPlanning & Beyond®13. How to Handle Burnout as an Advisor with Neil BageText us to share what you found helpful!In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.Tune in...2024-12-0546 minPlanning & Beyond®12. Understanding Financial Dynamics in Blended Families with Mikel Van CleveText us to share what you found helpful!In this episode, Mikel Van Cleve joins us to talk about the unique challenges blended families face in managing money. Mikel shares practical advice from his personal life and career, covering topics like handling complex family relationships, respecting traditions, and planning for kids of different ages.We dive into the emotional side of finances for blended families, including how to navigate sensitive areas like inheritance and college costs. Mikel’s insights show how open conversations and thoughtful planning can help advisors better support these families and build la...2024-11-2148 min
Modern Husbands PodcastMarriage and Money Conflict: A Conversation with Ashley QuammeWelcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.Today we are going to talk with Ashley Quamme about marriage and money conflict: how to work through the tough stuff. Ashley has been a couple’s therapist for well over a decade. She holds a Master of Science in Marriage and Family Therapy, a graduate certificate in Financial Therapy, and holds designations as a Certified Financial Behavior Specialist® and Certified Fin...2024-11-1929 minPlanning & Beyond®11. Using Assessments to Deepen Client Relationships with Dr. Sarah FallawText us to share what you found helpful!In this episode, we talk with Dr. Sarah Fallaw, co-author of The Next Millionaire Next Door and founder of DataPoints, who explains how understanding client personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning & Beyond!”Connect with us below!Dr...2024-11-0746 minPlanning & Beyond®10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay TroxellText us to share what you found helpful!In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching Initiative. Lindsay shares her personal journey and how it shaped her approach to identity work in financial planning.Key points discussed:Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it matters (purpose).The importance of starting with "who" before diving into values and purpose.How identity work can improve advisor, team, and client well-being.Practical ways for advisors to incorporate identity...2024-10-2458 min
For The Wealth of ItImproving Your Relationship with Money with Financial Therapist Ashley QuammeEpisode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™https://www.linkedin.com/in/ashley-quammeThe Wealthy Marriagehttps://www.thewealthymarriage.com/hello@thewealthymarriage.comhttps://www.instagram.com/thewealthymarriage/https://www.facebook.com/thewealthymarriageBeyond the Planhttps://www.beyondthefp.com/https://www.linkedin.com/company/beyond-the-plan/https://twitter.com/bamconsultshttps://www.instagram.com/beyondthefp/Planning & Beyond Podcasthttps://www.planningandbeyond.com/2024-10-1852 minPlanning & Beyond®9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan FrazierText us to share what you found helpful!In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by actively listening, asking thoughtful questions, and showing genuine interest. The mindset and skills employed in these initial meetings help to create a safe and comfortable environment. Indirectly it answers c...2024-10-1049 minPlanning & Beyond®8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan HaylettText us to share what you found helpful!You plan for your clients’ retirement, but are you planning for yours? In this episode, Dan Haylett helps unpack the unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we explore the emotional struggles, such as losing a sense of identity and client connections. Advisors can navigate these challenges by creating new roles and finding purpose in this next chapter.Connect with us below!...2024-09-2637 minPlanning & Beyond®7. Insights for Navigating the Retirement Rebel Revolution with Dan HaylettText us to share what you found helpful!In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation retirement rebels, including supporting couples. This episode is a must-listen for financial advisors looking for skills in navigating the emotional challenges that come with planning for pre-retiree and retiree couples. Connect with us bel...2024-09-1239 minPlanning & Beyond®6. The Path to Funded Contentment with Brian PortnoyText us to share what you found helpful!What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.Connect with us below!Brian Portnoy on LinkedInAshley Quamme on LinkedInVisit Shaping Wealth...2024-08-2935 min
The Wise Money Show™How Your Views Influence Your Financial SuccessWhat if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financial planning and take a look at how our beliefs and views can fuel our financial decisions. Financial Behavior Specialist Ashley Quamme takes us deeper than the numbers in this episode of Wise Money.
Season 9 Episode 52
Listen to Ashley's podcast - https://www.planningandbeyond.com/
Follow Ashley on Instagram - https://instagram.com/beyondthefp
Have a question you want to have answered on the...2024-08-1742 minPlanning & Beyond®5. Considerations for Integrating Financial Psychology into PracticeText us to share what you found helpful!Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client emotions and improving communication. This episode draws on real-world experiences from Beyond the Plan and Shaping Wealth, emphasizing multiple pathways to success.Learn more about the critical role of communication skills in financial planning and learn about the educational...2024-08-1524 minPlanning & Beyond®4. How Not to Ask Stupid Questions with Dr. Meghaan LurtzText us to share what you found helpful!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...2024-08-0135 minPlanning & Beyond®3. The Impact of Emotions on Professional Advice with Dr. Meghaan LurtzText us to share what you found helpful!Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactions.Discover the power of self-reflection and emotional intelligence through a compelling example of an advisor specializing in doctors. Learn about countertransference and how personal feelings can interfere with professional advice, and hear a candid...2024-07-1830 min
The Finance Marketing PodcastHow Behavioral Financial Planning Results in Deeper Client Relationships with Ashley QuammeIn this episode of The Finance Marketing Podcast, Hillary sits down with Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not offer behavioral financial planning.Ashley discusses the importance of understanding client psychology, navigating relationship dynamics, and addressing client concerns holistically in modern financial planning, and shares how advisors who embrace this approach can significantly enhance client trust and rapport, leading to more meaningful and lasting client relationships.Co...2024-07-1233 min
Elementality for Financial Advisors | Elements Financial Vitals System™Beyond The Financial Plan w/ Ashley Quamme [173]Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important considerations including: Making sure your curious enough to identify when an emotional thread may need to be pulled. Why advisor may not need to be the person that navigates the emotional side of money, but why advisors should have s...2024-07-1134 min
Mitlin Money MindsetExploring the Human Side of Financial Planning with Ashley Quamme (Ep. 193)Curious about the human side of financial planning and how it can transform relationships? This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions. Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships. Larry and Ashley discuss: Ashley's transition to...2024-07-1025 minPlanning & Beyond®2. Navigating Client Relationships in Financial Planning with Dr. Meghaan LurtzText us to share what you found helpful!How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships.Explore the principles of financial advising, grounded in logic, mathematics, and the trans-theoretical model of change. Learn how to overcome the biggest barrier for clients—not knowing how to change—with strategies tailored to their emotional, familial, and fina...2024-07-0429 minPlanning & Beyond®1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley QuammeText us to share what you found helpful!Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions that come with it. We'll explore the significance of forming genuine connections through vulnerability and openness, and I'll reveal how my 15 years as a therapist have shaped my...2024-07-0213 min
Rethink. Financial AdviceClient Engagement vs. Satisfaction featuring Ashley QuammeWhat’s more important - Client Satisfaction or Client Engagement? Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.In this episode Ashely, Adam and Derek...2024-05-0844 min
Financial Advisor SuccessHelping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley QuammeAshley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in managing their financial relationships and also equips advisors with strategies to overcome client obstacles. Listen in as Ashley shares insights into her work with advisory firms and her unique approach to understanding financial behaviors and biases. You'll learn how this has been...2024-04-161h 30
The Retirement Tax PodcastPsychology and Taxes with Ashley Quamme Ep.63This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a...2024-04-1529 min
Women's Money WisdomEpisode 214: How to Navigate Money Differences With A Partner with Ashley QuammeMelissa Joy is joined by Financial Behavior Specialist®, Speaker, and Therapist Ashley Quamme LMFT, to discuss the intricate intersection of relationships and finances. How do we talk about money with a partner when our perspectives differ? What are practical ways to navigate when one partner is a spender, and the other is a saver? Ashley dives into the complexities of love and money and how to navigate the money differences that happen in many relationships. Listen and Learn: Common challenges couples face when discussing finances and tips to overcome themHow to use comm...2024-04-0921 min
Passion to Purpose: The Power of Digital Marketing#35: Psychology in Marketing and Client Retention with Ashley QuammeFrom winning your client over to keeping them for the long-term, it all comes down to understanding human behavior and psychology, we need to earn and keep their trust. That begins with marketing but it doesn’t end once you land the client.
From marketing to client retention, it’s all a human first approach, a relationship first approach. And relationship require understanding of both sides.
We not only need to understand our client’s biases but our own so we don’t get stuck in our ways, with both marketing and client relationships, it requires fle...2024-03-2044 min
Only Fee-Only#79 - Shaping the Future of Finance with Behavioral Insights - Ashley QuammeJoin us as we take a closer look at the world of financial planning with Ashley Quamme, a trailblazer in the role of a fractional financial behavior officer. Her company, Beyond The Plan, goes beyond the usual number-crunching. Here, the emotional and psychological aspects of managing money are given just as much importance as the financial statements. Ashley shares her journey from being a therapist to pioneering this innovative approach in financial behavior, showing us how the right kind of conversation can transform those intimidating discussions about money into supportive and constructive dialogues.As we dive into...2024-01-3129 min
Retirement Tax Services PodcastPsychology and Taxes with Ashley QuammeThis week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a...2024-01-2930 min
HUM Curated PodcastsDan Haylett: Retirement Planning = Life Planning Podcast: The Long View (LS 55 · TOP 0.5% what is this?)Episode: Dan Haylett: Retirement Planning = Life PlanningPub date: 2023-12-05Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOur guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of ret...2024-01-0953 min
Life Money Balance® PodcastUsing Positive Psychology for New Year Finance Goals with Ashley QuammeEmbark on a transformative journey with us as we explore the impact of positive psychology on financial resolutions, guided by the insightful expertise of Ashley Quamme. Discover how a shift in mindset, from mere goal-setting to embracing well-being and purpose, can turn your New Year's aspirations into reality. You'll learn the significance of writing down intentions for enhanced clarity and success, and why understanding the profound interplay between emotions and financial security is crucial for happiness. This episode promises to illuminate your path to financial well-being with the enlightening principles of positive psychology.>>Download your FREE guide: 10...2024-01-0931 min
NoBS Wealth12 Days of Giving: Day #2 - A Couple's Journey to Financial Healing After TraumaWelcome to Day 2 of our special series, "12 Days of Giving"! In this episode, Stoy Hall, CFP® and Ashley Quamme explore the transformative power of seeking help proactively in relationships and finances. Dive into a couple's journey through unexpected changes, financial shifts, and rediscovery. Learn the importance of dedicated time to reflect and grow. Join the conversation, subscribe!Check the show out on Youtube #12DaysOfGiving #FinancialEmpowerment #RelationshipsMatterWelcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things u...2023-12-1426 min
The Long ViewDan Haylett: Retirement Planning = Life PlanningOur guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of retirement. Prior to joining TFP, Dan occupied several positions in the asset-management industry.BackgroundBioTFP Financial PlanningThe Humans vs. Retirement podcastRetirement“How to Become a ‘Reti...2023-12-0553 min
NoBS WealthEp. #68: The Role of Mental Health in Financial Well-being W/ Ashley QuammeIn this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment. Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in fin...2023-11-2237 min
Modern Financial WellnessEP: 005 Couples & Money w/ Couples Therapist Ashley Quamme, LMFTOn this episode Jim talks with couples financial therapist and coach Ashely Quamme, LMFT about couples & money and why talking about money can be so difficult. So why is it difficult for couples to talk about money? Here are a handful of ideas from Ashley and Jim’s conversation: Culturally money can be a taboo subject, we don’t talk about a lot in our families and growing up.We may have deeply rooted beliefs about money and finances, and we bring these beliefs into our relationships.Money b...2023-11-0750 min
The Wealth MovementUnlock Your Wealthy Marriage: Money Talks & Harmony in Relationships, with Ashley QuammeAre you struggling with financial disagreements in your marriage?
Feeling like the family CFO, with little help from your spouse?
You're not alone. In this episode of The Witty Wallet, I have the privilege of sitting with Ashley Quamme, LMFT, FBS®, CFT-I™, a licensed marriage and financial therapist and the Founder of the Wealthy Marriage.
Ashley shares her valuable insights on the critical money issues couples face today and offers practical solutions to improve your financial situation and bring harmony to your relationship.
We'll dive int...2023-10-2548 min
The Human Side of Money95: Navigating The Dynamics Of Working With Couples And Money with Ashley QuammeEvery advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn’t said a word.
Or the meeting with the couple whose goals aren’t aligned.
While working with couples certainly has its challenges, it’s also an opportunity for advisors to help couples align and thrive financially. But, doing so requires knowing the skills you need to navigate the dynamics of working with couples and money.
Fortunately, Ashley Quamme specializes in this area and is going to crack the code to get both partners engage...2023-09-271h 35
Top Advisor Marketing PodcastPlaying Therapist? Why Referring out Strengthens Client Relationships With Ashley Quamme (Ep. 427)Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?
Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.2023-08-0830 min
Inkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minMargaritas with Marguerita Cheng, CFP® ProEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.
Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™
Today's Topic: How couples can communicate better around money — and how they can create shared goals and meaning to create a life well lived.
About our guest: Ashley Quamme is a Licensed Marriage and Family Thera...2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 min
MONEY WITHOUT MATHFamily, Cash, and Conflict with Ashley QuammeWhere there’s cash, there’s potential for conflict. Add in family and the combinations are endless! From disputes over picking up the tab to loans and inheritances, addressing financial conflicts with family is a reality that comes in many forms. In this episode we are joined by Ashley Quamme, a certified financial therapist and a licensed marriage and family therapist. We discuss sources of conflict, how to say yes, how to say no, and how to keep the peace. As family businesses are a common source of conflict, we dive into the dynamics and how you can tackle prob...2023-07-1150 min
Ensombl Advice South Africa#94 Ashley QuammeThis week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and emotional intelligence, setting boundaries in a therapeutic space, and the difference between sympathy and empathy.
Ashley Quamme LinkedIn: https://www.linkedin.com/in/ashley-quamme-lmft-fbs%C2%AE-cft-i%E2%84%A2%EF%B8%8F-7a4b4722/
Therapy by Ashley Website: https://therapybyashley.com/
BAM Financial Consulting Website: https://bamfcc.com/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230705
Commspace: To see what the leading financial...2023-07-0545 min
The Humans vs Retirement PodcastNavigating the Changing Relationship with Your Spouse in Retirement with Ashley QuammeSummary In this episode of the Humans vs Retirement podcast, I get to have a great conversation with licensed marriage and family therapist and financial behavioural specialist, Ashley Quamme, about the challenges of communicating effectively with your spouse during retirement. We discuss how the changing relationship dynamic can affect retirement planning and offer tips for maintaining a healthy relationship during this new phase of life. Ashley also gives a brief rundown of her career and how she transitioned from marriage and family therapy to financial behavioural specialist. What You’ll Learn The listener wi...2023-06-0546 min
Functional Retirement PodcastEp 006: Solving Marital Conflicts and Financial Security Using Strategies with Ashley QuammeMoney is often just a surface issue in many conflicts and divorces.In this episode, our guest Ashley Quamme, a mental health, behavioral, and relationship therapist, shares her stories in dealing with couples on the verge of separation. With nearly 15 years of clinical experience as a marriage and family therapist in Georgia, Ashley provides invaluable insights on how finances are sometimes seen as the main problems of couples when, in fact, deeper and more complex issues are the real culprit of misunderstandings.Moreover, Ashley explains the prevalence of divorce within the baby boomer...2023-05-1956 min
SHIFT with Ross MarinoFinancial Therapy Meets Financial Planning with Ashley QuammeAshley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.2023-04-2411 min
The Tasha CodeFeelings Behind Financial Behaviors with Ashley Quamme, LMFTOn today's episode of The Tasha Code, we are joined by Ashley Quamme, Licensed Marriage and Family Therapist (LMFT) & Financial Couples Coach with The Wealthy Marriage. Ashley walks us through one of the most universally avoidant topics that touches the life of both individuals and couples- Finances! Follow along as we explore: Financial health and mindset Emotions around money and how they drive your financial behaviors Understanding Money Personalities (yourmentalwealthadvisors.com) Improving your self-worth around money How to engage in financial self-care How finances affect relationships Financial Therapy and who it's for Like what you hear? Share, li...2023-02-2859 min
The Most Hated F-WordMoney Mindset: Why You Think, Feel and Do With Money With Ashley QuammeAshley Quamme | Therapist | Trainer | Consultant | Speaker | Wife | Mom
Intro:
Welcome to The Most Hated F-Word podcast; on today's episode, I am excited to have Ashley Quamme, a Licensed Marriage and Family Therapist and owner of BAM Financial Consulting, joining us. Ashley's clinical focus is helping couples with relational and financial struggles. Through her consulting services and training for financial planners and professionals, she helps individuals understand their own financial psychology. We'll be discussing the benefits of self-reflection and asking big questions, the concept of the "self of the planner," and the use of Emotion Focused Therapy (EFT) in navigating financial...2023-02-0248 min
Bite Your Tongue: The PodcastSeason 2: Episode 46 Happily Ever After? Divorce and Your Adult ChildrenSend us a textListener requested! The wedding is over. Grandchildren have arrived, but now there is trouble in paradise. Your Adult Child is Getting a Divorce. When to bite our tongues? How or when to offer advice? The wedding was such an exciting time and now the heartache begins. This episode will help you navigate the toughest situations.Also, we are going to explore narcissism and how to identify this characteristic in your adult children or significant others.We talk to two therapists in this...2022-12-3055 min
Healthy Love and MoneyCold Waffles and Trauma with Couples Therapist Ashley Quamme
Today, Ed is joined by Ashley Quamme, a licensed marriage and family therapist specializing in Emotionally Focused Therapy (EFT).
Today’s conversation centers around attachment theory, which Ashley defines as “how our earlier relationships with our primary caregivers shaped how we think, feel, and do our intimate relationships.”
As a couples therapist, she has found that healing takes place much faster and at a much deeper level when done together versus separately. This is where EFT comes into play, which Ashley believes can fundamentally rewire how the brain works.
Li...2022-12-2949 min
Financial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#55 - Money & Relationships w/ Ashley Quamme, LMFTIn this episode, I sit down with Ashley Quamme.
Ashley is a licensed marriage and family therapist, and her specialty is helping couples with financial issues.
She is the expert on money & relationships.
In this episode we dive into:
The difference between financial coaching, financial planning, AND financial therapy
Money scripts and how they can compliment each other in a relationship
Communicating with your partner around money as an entrepreneur
Strategies to get aligned with your partner on money
Developing a healthy money mindset
Tune in to hear us discuss these...2022-10-2643 min
Standard Deviations with Dr. Daniel CrosbyAshley Quamme - Money and Mental Health: Understanding the Connection and Ways to Achieve BalanceTune in to hear:- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?- When should a financial advisor make a referral to a mental health practitioner?- What is circular questioning and what is an example of where an advisor might apply this technique?- From a high level perspective, what is the notion of “stages of change read...2022-10-2045 min
The Flourishing Therapreneur©S3E1: Uncovering your money story as a therapist so you can thrive in private practice with Ashley Quamme, LMFTOn today’s episode of the Flourishing Therapreneur, we are joined by Ashely Quamme, LMFT.
This episode is for you if you are:
New to the concept of financial therapy and curious about what it entails.
Interested in learning more about the four money mindsets and better understanding which category you fall under.
Curious about where our money mindsets come from and how they relate to attachment theories.
Committed to resetting your mindset around money, especially as a therapist in private practice, in order to earn a salary you deserve.
And motivated to crea...2022-07-1943 min
The Pre-PA ClubMaintaining Relationships in PA School - with Ashley Quamme of Therapy by AshleyA brief summary of this episodeMentioned in this episode:CapYear TrainingGet $200 Off CapYear Academy
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The Pre-PA ClubMaintaining Relationships in PA School - with Ashley Quamme of Therapy by AshleyPA school is hard enough, but when you add in the challenge of trying to balance your personal life, your relationships can be the first thing to take a hit. Ashley Quamme, of Therapy by Ashley, and I sat down to discuss some practical ways you can work on maintaining healthy relationships through stressful situations, and also how to consider whether a relationship is one you should stay in.https://therapybyashley.com/https://www.instagram.com/therapybyashley/ https://www.gottman.com/https://www.marriage365.org/Free Downloads! - https...2020-01-0332 min