13. How to Handle Burnout as an Advisor with Neil Bage

Planning & Beyond®

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32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

31 weeks ago 46:35

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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.

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Connect with us below!

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28 episodes

#Business #Ashley Quake

Planning & Beyond®

13. How to Handle Burnout as an Advisor with Neil Bage

Planning & Beyond®

published 31 weeks ago

MP3•Episode home

Text us to share what you found helpful!

Tune in to this episode of “Planning & Beyond!”

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28 episodes

#Business #Ashley Quake

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Planning & Beyond®

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28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response 42:44

8 days ago42:44

42:44

Text us to share what you found helpful! 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. Yohance brings a real scenario involving clients whose homebuying dreams were derailed by skyrocketing interest rates and housing prices, creating emotional challenges for both advisor and clients. This vulnerable conversation explores the often-overlooked emotional landscape advisors navigate when plans don't work out as expected. Ashley guides Yohance through a framework for understanding the three critical components of difficult client scenarios: the advisor's emotional response, the client's experience, and the relational dynamics between them. Through honest discussion, you'll discover how to manage your own feelings of defeat and self-doubt when plans fall short, while learning practical strategies for supporting disappointed clients. The episode demonstrates how vulnerability and transparency can actually strengthen advisor-client relationships, even in challenging circumstances. Whether you're dealing with market volatility, unexpected life changes, or external factors that derail client goals, this episode provides a roadmap for navigating these situations with emotional intelligence and professional confidence. Key Takeaways: Recognize the Three Components: Every difficult client scenario involves your emotional response, the client's experience, and the relational dynamics between you—address all three for effective resolution. Validation Before Information: Clients need emotional validation before they're ready to receive technical solutions or alternative strategies. Ask Permission to Share Perspective: Pause and gain permission before jumping into advisor mode—this prevents wasted energy and creates space for clients to process emotions. Resources and Guest Information: Yohance Harrison LinkedIn MoneyScript Wealth Management MoneyScript Podcast - available on all platforms Only Human Podcast - AI in financial services Becoming an Attending Podcast - for physicians in training Connect with Host Ashley Quamme: Podcast Website: Planning & Beyond LinkedIn: Ashley Quamme - Licensed Therapist & Financial Behavior Specialist Beyond the Plan® : Financial psychology integration for advisory practices…

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27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology 37:17

23 days ago37:17

37:17

Text 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. Key Takeaways: Move beyond traditional active listening to "strategic listening"—observing body language, energy shifts, tone changes, and what clients aren't saying. Research shows professionals trained in nonverbal sensitivity have significantly better client relationships. Start with whole-body check-ins and resist the "righting reflex" to gather complete information about your client's true experience. Learn to identify when clients shift from analytical to emotional decision-making mode. Watch for sudden decision pattern changes, disproportionate responses, and topic avoidance. Use "decision temperature checks" and develop pause phrases to help clients integrate feelings with rational analysis for better outcomes. Establish conditions where clients feel safe sharing real financial fears, mistakes, and dreams. Use collaborative language, normalize struggles, and validate concerns before offering solutions. When clients feel psychologically safe, they become more open, follow through on recommendations, and stay engaged during difficult conversations. Resources and Host Information: Planning & Beyond Podcast Ashley Quamme on LinkedIn Beyond the Plan® Weekly Newsletter Take Action: Implement Strategic Listening This Week: In your next 2-3 client meetings, practice whole-body check-ins and look for moments when words don't match body language or tone. Case Consultation Interest: Email hello@beyondthefp.com with "Case Consultation Interest" in the subject line to discuss participating in upcoming episodes. Help Fellow Advisors Grow: Leave us a review and share this episode with colleagues who want to deepen their client relationships beyond the numbers. Connect with Host Ashley Quamme: Podcast Website: Planning & Beyond LinkedIn: Ashley Quamme - Licensed Therapist & Financial Behavior Specialist Beyond the Plan® : Financial psychology integration for advisory practices…

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26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle 42:29

5 weeks ago42:29

42:29

Text 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 shame triggers, asking powerful questions that build safety, and creating the warm, judgment-free environment where true financial transformation becomes possible. Discover why statements like "this should be doable" can unintentionally deepen shame, and learn specific conversation strategies that help clients move from "I am bad with money" to making meaningful financial progress. Key Takeaways: Recognize Financial Shame vs. Guilt in Client Behavior - Financial shame isn't about a client's actions but about their self-perception. Create a Shame-Reducing Environment Through Language and Questions - Replace "should" statements with warmth-building questions like "How confident do you feel about this plan?" Address Gender and Entrepreneurial Money Shame Patterns - Financial shame often manifests differently across genders, with men frequently experiencing shame around earning capacity and women around spending habits. Resources and Guest Information: Financial Therapy Clinical Institute Soft Skills for Financial Planners Course Money Minus Shame Podcast Connect with Nathan Astle on LinkedIn Connect with Ashley: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan® Help fellow advisors grow by leaving us a review!…

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25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran 45:35

7 weeks ago45:35

45:35

Text 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 practical techniques, Matt demonstrates how intentional listening not only strengthens client trust but also leads to more successful business outcomes by revealing deeper client concerns that might otherwise remain hidden. Discover why the most effective client meetings might be the ones where you say the least. Key Takeaways: The Five Types of Communicators Framework: Learn to identify whether your clients are skydivers, hang gliders, water skiers, snorkelers, or scuba divers in their communication style, allowing you to adapt your listening approach accordingly and create more meaningful connections. The Five Second Rule: Implement Matt's powerful "dramatic pause" technique—waiting five seconds after a client finishes speaking before responding—to create space that encourages clients to reveal their deeper concerns and true priorities. Listening Beyond Words: Master the four critical dimensions of communication—pace, pentameter, volume, and inflection—to pick up on subtle cues that reveal what clients are really saying beneath their words, significantly enhancing your ability to understand their true needs. Resources and Guest Information: “Shut the F Up and Listen” by Matt Halloran Connect with Matt on Facebook Connect with Matt on Tik Tok Connect with Matt on X Connect with Ashley: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan® Help fellow advisors grow by leaving us a review!…

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24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek 41:09

9 weeks ago41:09

41:09

Text 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 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: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan® Help fellow advisors grow by leaving us a review!…

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23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree 48:41

11 weeks ago48:41

48:41

Text 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: Recognizing Financial Trauma Beyond Income Levels: Financial trauma affects clients across the wealth spectrum, not just those experiencing financial hardship. High-income, high-net-worth clients often display trauma through hypervigilance, excessive saving, or an inability to spend in ways that provide enjoyment—behaviors that are frequently misinterpreted as positive financial discipline. Implementing the Three E's Framework: Support clients using Rahkim's "Three E's" approach: Exposure (introducing the concept of financial trauma), Education (explaining how it affects financial behavior), and Execution (supporting clients in taking action while being part of their supportive community). Transforming Discovery Meetings: Begin uncovering financial trauma by asking, "What does money represent to you?" followed by deeper questions like "Freedom to do what?" or "Security against what?" These simple but powerful questions reveal the underlying beliefs driving financial behavior and create opportunities for meaningful intervention. Looking Beyond the Numbers: Understand that "successful" clients on paper may be assigning character traits to their money (power, respect, love) while neglecting other life areas. Advisors should observe how money vigilance affects clients' relationships, hobbies, substance use, and overall well-being to provide truly holistic guidance. Resources and Guest Information: Overcoming Financial Trauma - Rahkim's newsletter Financial Therapy Association - Professional resources Rahkim Sabree on LinkedIn - Connect with Rahkim! Rahkim's Forbes Articles - Additional insights on financial trauma Upcoming Book: Look for Rahkim's comprehensive guide to financial trauma releasing in November 2025 Take Action: Start implementing trauma-aware financial planning by adding one question to your discovery process: "What does money represent to you?" Listen carefully to the response, then follow up with "Why?" or "Where does that belief come from?" These simple questions can reveal financial trauma patterns, create deeper client connections, and transform how you approach planning conversations from your very next meeting. Help fellow advisors grow by leaving us a review! Connect with Ashley: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan®…

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22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman 40:17

13 weeks ago40:17

40:17

Text 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 understanding of what's really happening with client wealth. Dr. Grubman emphasizes that successful advisors should focus less on chasing massive predicted wealth movements and more on developing the relationship skills needed to support families navigating the psychological complexities of wealth transfer at any level. This is a must listen episode to any and every advisor. Key Takeaways: The widely cited statistic that 70% of wealthy families lose their wealth by the second generation and 90% by the third is not supported by rigorous research. More recent, better-designed research suggests a more positive outlook for wealth preservation when following the family's journey rather than just individual businesses. The wealth transfer rate remains consistent at about 1-1.5% annually – what's changed is the baseline value of total household wealth, creating the illusion of a much larger transfer. Focus on developing the human skills needed to work effectively with clients at their current wealth level – listening, asking better questions, and navigating the complexity that comes with wealth. Resources and Guest Information: Jim's website Ultra High Net Worth Institute Jim Grubman on LinkedIn Jim’s research and writings Take Action: Expand Your Discovery Process: Incorporate questions about family dynamics, values, and aspirations that go beyond tax-driven planning to values-driven conversations about wealth. Help fellow advisors grow by leaving us a review! Connect with host Ashley Quamme: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan®…

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21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota 39:54

15 weeks ago39:54

39:54

Text 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 be aware of. Michael provides actionable guidance for advisors working with women navigating these challenging transitions as well as best communication practices. The conversation explores how understanding the psychological dimensions (i.e. the human side) of financial behavior can help advisors create more effective planning strategies that honor both immediate concerns and long-term goals. Key Takeaways: Research shows distinct patterns in how men and women approach finances after divorce - women tend to prioritize emergency savings while men focus on retirement planning. Female clients, especially those with caretaking responsibilities, often prioritize immediate needs over future planning post-divorce. Rather than labeling client choices as "good" or "bad," effective advisors present options with their consequences non-judgmentally, preserving client autonomy while ensuring informed decisions. Resources and Guest Information: WolfBridge Wealth Michael Kothakota on LinkedIn Michael’s Research on divorce Take Action: Implement a Non-Judgmental Approach: When working with clients experiencing major life transitions, present options with their consequences rather than labeling choices as "good" or "bad," allowing clients to make decisions aligned with their values without shame. Help fellow advisors grow by leaving us a review! Connect with host Ashley Quamme: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan®…

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20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols 38:08

17 weeks ago38:08

38:08

Text 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 you're advising female clients or seeking to understand gender-specific financial psychology, this episode delivers actionable insights for creating deeper, more meaningful client relationships. Key Takeaways: How historical gender barriers continue to influence women's relationship with money Common fears and concerns that financially successful women face approaching retirement How retirement identity shifts impact professional women Resources and Guest Information: Tanya Nichols on LinkedIn Align Financial Take Action: Create thinking partnerships: Women clients, especially singles, benefit from having financial thinking partners. Consider facilitating or suggesting mastermind groups where women can openly discuss financial matters. Help fellow advisors grow by leaving us a review! Connect with host Ashley Quamme: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan®…

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19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall 37:16

19 weeks ago37:16

37:16

Text 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 after a life-changing health discovery, James provides deep insights into why emotional intelligence matters more than ever in financial planning and how advisors can develop this crucial skill set. Key Takeaways: The Four Quadrants of Emotional Intelligence in Financial Planning. Understanding and mastering the four components of EQ - self-awareness, self-management, social awareness, and relationship management - creates a foundation for deeper client trust and more effective planning relationships. James breaks down how each element specifically applies to client meetings and relationship building. Research-Backed ROI of Emotional Intelligence Training. A comprehensive study by Ameriprise demonstrated that advisors who underwent emotional intelligence training saw an average 24% increase in sales turnover, with some achieving up to 48% growth. This concrete data proves the business case for investing in EQ development. Practical Steps for Improving Emotional Intelligence. James reveals how implementing a 15-minute post-meeting reflection practice can significantly enhance self-awareness and client interaction skills. This simple yet powerful technique helps advisors process emotional meetings, identify areas for improvement, and continuously develop their EQ capabilities. Resources and Guest Information: "The Heart of Finance: Emotional Intelligence for Financial Planners" by James Woodfall Raise Your E.I. Training Programs James Woodfall's Weekly Email Newsletter LinkedIn: James Woodfall's Profile Take Action: Start Your EQ Journey Today: Implement the 15-minute post-meeting reflection practice James described. Keep a dedicated notebook for capturing insights about client interactions and your emotional responses. Help fellow advisors grow by leaving us a review! Connect with host Ashley Quamme: Podcast Website Ashley Quamme on LinkedIn Beyond the Plan®…

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18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs 48:01

21 weeks ago48:01

48:01

Text 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 transparency alone isn't enough for true financial intimacy. Whether you're struggling to balance your role as a financial expert with being a spouse, or seeking ways to help clients navigate financial relationships more effectively, this episode provides practical strategies for creating deeper connections through money conversations. Featured Guest: Ed Coambs, CFP®, LMFT, CFT-I™, Founder of Healthy Love & Money Resources Mentioned in This Episode: The Healthy Love and Money Way Attachment Style Quiz Connect with guest: Ed Coambs on LinkedIn Healthy Love & Money Healthy Love & Money on Instagram Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn…

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17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen 43:08

23 weeks ago43:08

43:08

Text 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 discovery The four key components of motivational interviewing (Spirit, Stages, Skills, and Speech) Practical techniques for implementing MI in different meeting contexts Strategic ways to offer advice that empowers rather than directs Real-world applications for discovery meetings, annual reviews, and major life transitions Whether you're helping clients navigate retirement relocations or complex financial decisions, you'll gain actionable strategies to enhance your practice through more effective communication. Perfect for financial advisors looking to deepen client relationships and create more impactful outcomes. Featured Guest: Derek Hagen, Director of Education and Communication at Money Quotient, financial behavior specialist, and motivational interviewing expert. Resources Mentioned in This Episode: Motivational Interviewing (4th Edition) - Miller & Rollnick Psychwire.com - Learn MI directly from the founders Money Quotient's Motivational Interviewing Bootcamp with Derek Hagen For additional learning: Search "Motivational Interviewing" on YouTube for introductory content Connect with Derek: Derek Hagen on LinkedIn Money Quotient Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn…

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16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup 41:13

25 weeks ago41:13

41:13

Text 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 discuss the importance of giving advisors mental freedom to focus on technical aspects while having dedicated support for the psychological elements of client relationships. The episode also addresses common concerns about scaling behavioral integration and provides actionable steps for advisors interested in expanding beyond traditional planning approaches. Key Takeaways The future of financial planning is moving beyond technical expertise Behavioral integration can start small with simple tools and questions Advisors don't need to be behavioral experts to create meaningful change Client engagement and retention improve with behavioral integration Having a dedicated behavioral specialist allows advisors to be more present Integration should be presented as an enhancement, not a fix The role of behavioral specialist can extend beyond client meetings to team training Start implementing behavioral elements before feeling fully ready Connect with Jake:: Jake Northrup on LinkedIn Experience Your Wealth Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn Links mentioned in episode Kinder’s 3 Questions…

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15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam 39:35

27 weeks ago39:35

39:35

Text 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 • Moving beyond mere documents to a comprehensive estate plan • Strategies for engaging younger families in estate planning • Handling complex dynamics in blended families • Encouraging conversations between clients and their parents about estate planning Learn how to transform challenging client discussions into meaningful legacy planning opportunities! Connect with Emily:: Emily Rassam on LinkedIn Archer Investment Management Emily’s website Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn…

Planning & Beyond®

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14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung 37:52

29 weeks ago37:52

37:52

Text 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 meetings Balancing saving and spending for couples with different financial perspectives Building trust through authentic conversations about what brings clients joy Practical implementation of joy-focused financial planning As a mental health advocate, Larry also discusses his journey about how his personal experiences shaped his approach to financial planning. His firm's signature question - "What did you do today that brought you joy?®" - has evolved into a powerful tool for deepening client relationships and creating more meaningful financial discussions. Connect with Larry: Larry Sprung on LInkedIn Mitlin Financial Mitlin Money Mindset on YouTube Download the Joy Journal Connect with Ashley: Website: www.planningandbeyond.com Ashley Quamme on LinkedIn…

Planning & Beyond®

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13. How to Handle Burnout as an Advisor with Neil Bage 46:35

31 weeks ago46:35

46:35

Text 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 to this episode of “Planning & Beyond!” Connect with us below! Neil Bage on LinkedIn Shaping Wealth Ashley Quamme on LinkedIn Visit Planning & Beyond…

Planning & Beyond®

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12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve 48:54

33 weeks ago48:54

48:54

Text 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 lasting trust. Tune in to this episode of “Planning & Beyond!” Connect with us below! Mikel Van Cleve on LinkedIn Ashley Quamme on LinkedIn Visit Planning & Beyond…

Planning & Beyond®

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11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw 46:52

35 weeks ago46:52

46:52

Text 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. Sarah Fallaw on LinkedIn DataPoints Ashley Quamme on LinkedIn Visit Planning & Beyond…

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10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell 58:29

37 weeks ago58:29

58:29

Text 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 discussions into client meetings. Signs that indicate when an advisor should consider outsourcing deeper identity work to specialists. You can learn more about Lindsay and her work by connecting with her through LinkedIn or her website linked below. Connect with us below! Lindsay Troxell on LinkedIn Our Coaching Initiative Ashley Quamme on LinkedIn Visit Planning & Beyond…

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9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier 49:32

39 weeks ago49:32

49:32

Text 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 clients' unspoken questions about trust and capability. Brendan offers additional techniques that advisors can use to create that safe environment. Techniques like mirroring and summarizing can improve communication and build stronger client relationships, focusing on the human side of financial advising. This episode is jam packed with practical strategies that you can begin using and building on immediately. Connect with us below! Brendan Frazier on LinkedIn The Human Side of Money Podcast Ashley Quamme on LinkedIn Visit Planning & Beyond…

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8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett 37:47

41 weeks ago37:47

37:47

Text 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! Dan Haylett on LinkedIn TFP Financial Planning Humansvsretirement.com Ashley Quamme on LinkedIn Visit Planning & Beyond…

Planning & Beyond®

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7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett 39:50

43 weeks ago39:50

39:50

Text 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 below! Dan Haylett on LinkedIn TFP Financial Planning Ashley Quamme on LinkedIn Visit Planning & Beyond…

Planning & Beyond®

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6. The Path to Funded Contentment with Brian Portnoy 35:57

45 weeks ago35:57

35:57

Text 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 LinkedIn Ashley Quamme on LinkedIn Visit Shaping Wealth Visit Planning & Beyond…

Planning & Beyond®

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5. Considerations for Integrating Financial Psychology into Practice 24:01

47 weeks ago24:01

24:01

Text 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 opportunities that can set you on the path to mastery. Programs from Kansas State University, the University of Georgia, Shaping Wealth, and the Financial Therapy Association are spotlighted, illustrating the importance of early integration and continuous professional development. Despite obstacles like time constraints and initial skepticism, Ashley Quamme and Dr. Meghaan Lurtz share actionable suggestions to embed these skills into your daily practice. We also highlight the significance of community support, encouraging collaboration with peers to enhance your financial therapy skill set. Connect with us below! Dr. Meghaan Lurtz on Linkedin Ashley Quamme on Linkedin Visit Shaping Wealth…

Planning & Beyond®

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4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz 35:02

49 weeks ago35:02

35:02

Text 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 for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions." Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond. Connect with us below! Dr. Meghaan Lurtz on LinkedIn Ashley Quamme on LinkedIn Visit Shaping Wealth…

Planning & Beyond®

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3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz 30:39

51 weeks ago30:39

30:39

Text 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 story about making tough decisions due to strong emotional reactions. We also emphasize the importance of having a support system, whether through peers, mentors, or professional groups like Shaping Wealth, to maintain ethical standards and foster growth. Additionally, we highlight the value of financial advisors having their own advisors and the insights gained from peer-to-peer interactions. Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond. Connect with us below! Dr. Meghaan Lurtz on LinkedIn Ashley Quamme on LinkedIn…

Planning & Beyond®

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2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz 29:56

1 year ago29:56

29:56

Text 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 financial needs. Get practical communication tips to enhance your advising practice, including motivational interviewing, emotional intelligence, and the power of curiosity. Plus, find out about the Navigator series from Shaping Wealth. Join us for ongoing learning and growth by subscribing to our podcast and connecting with our community on social media! Dr. Meghaan Lurtz on LinkedIn Ashley Quamme on LinkedIn…

Planning & Beyond®

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1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme 13:07

1 year ago13:07