Text us to share what you found helpful! What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real-time case consultation, financial planner Jim Grace and I work through exactly this scenario - a couple who went from financial stress to thriving, only to face a sudden income loss that threatens to derail their momentum. This isn't your typical podcast episode. You're getting a behind-the-scenes look at actual case consultation work between an ad...
Text us to share what you found helpful! You've seen it happen: one partner takes notes while the other zones out. Tension surfaces when discussing spending. Only one person shows up to quarterly reviews. Sound familiar? This episode tackles the messy, emotional work of helping couples navigate money together. I sit down with Heather and Douglas Boneparth, authors of "Money Together," to explore why traditional financial planning often misses the mark with couples—and what you can do differen...
Text us to share what you found helpful! You've been to those conferences. Every speaker says "the key to success is asking great questions" - then they stop talking. Maybe they give you one or two magic phrases, but nobody teaches you how to actually have these conversations. In this episode, CFP Jeremy Keil breaks down motivational interviewing (MI) - a framework that transforms how advisors guide clients through financial decisions. Jeremy shares how he discovered MI through his wife (an e...
Text us to share what you found helpful! You can deliver perfect asset allocations and outperform benchmarks all day long, but here's what Marla Sofer, founder of Knomee, knows after 25 years in financial services: those are just table stakes. The real differentiator—the thing that determines whether a client gives you 10% of their portfolio or becomes all-in—is trust built on deep understanding of who they are and what they want for their future. Marla's journey from private banking to Black...
Text us to share what you found helpful! When clients miss meetings, avoid financial conversations, or struggle to follow through on planning recommendations, most advisors assume it's about motivation or priorities. Christine Hargrove, PhD and assistant director of the Love and Money Center at UGA, reveals why these behaviors often signal something entirely different: undiagnosed or unaddressed ADHD affecting how your clients process financial information and make money decisions. ADHD isn't...
Text us to share what you found helpful! Most financial advisors are solving the wrong problem. They're obsessing over lead generation when the real issue is lead conversion - and the psychology behind why prospects don't convert reveals everything about building genuine client relationships. Derek Notman, founder and CEO of Couplr, brings a unique perspective shaped by his early work at a residential treatment center with at-risk youth and his experience as a successful advisor who survived ...
Text us to share what you found helpful! Military families represent one of the most unique and underserved populations in financial planning, bringing layers of psychological complexity that most advisors have never encountered. In this episode, Daniel Kopp, CFP® and military veteran, reveals why serving those who served requires a completely different approach to client relationships and financial planning conversations. Daniel shares the hidden psychological dynamics that shape how service...
Text us to share what you found helpful! When clients seem stuck on financial decisions or react emotionally to planning recommendations, there's often more to the story than what shows up on their balance sheet. In this conversation with Meghaan Lurtz, we explore how financial advisors can ethically and effectively understand their clients' money history without overstepping into therapy territory. Money history isn't just childhood memories - it's everything that happened before today that ...
Text us to share what you found helpful! Financial success doesn't automatically create life satisfaction—and as a financial advisor, you're uniquely positioned to help clients bridge this gap. Dr. Daniel Crosby, psychologist and behavioral finance expert, reveals how to move beyond traditional planning to help clients create genuine meaning and purpose in their financial lives. This episode explores the fascinating disconnect between prosperity and fulfillment, and why having "enough money" ...
Text us to share what you found helpful! What if the secret to growing your advisory business isn't in your investment strategy or marketing plan, but in how well you're taking care of yourself? In this eye-opening episode, health coach Stevyn Guinnip reveals the shocking truth about why 92% of people over 40 are in "health debt" and how this directly impacts advisor performance, client relationships, and business growth. As a health coach specializing in financial professionals, Stevyn bring...
Text us to share what you found helpful! What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere, reveals why "we are not born as calculators, but as storytellers" – and how this fundamental truth can revolutionize your practice. Dr. Lere bring...
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...
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 transf...
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 cyc...
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...
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 griev...
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...
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 emerge...
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 t...
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...