29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere
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 storie...
17 Heinä 202534min
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison
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: wh...
3 Heinä 202542min
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology
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 psy...
19 Kesä 202537min
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle
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 ...
5 Kesä 202542min
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran
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 auth...
22 Touko 202545min
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek
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 ...
8 Touko 202541min
23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree
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 unpa...
24 Huhti 202548min
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman
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 Grubm...
10 Huhti 202540min
