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31. From Therapy Couch to Financial Advisor Coach with Ashley Quamme

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Manage episode 484157169 series 3590071
Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ashley 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 money conversations turned into a new way of financial advising.

Connect with us!

Ashley Quamme on LinkedIn

Beyond the Plan

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 484157169 series 3590071
Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ashley 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 money conversations turned into a new way of financial advising.

Connect with us!

Ashley Quamme on LinkedIn

Beyond the Plan

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

  continue reading

31 episodes

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