21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota
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 financi...
27 Maalis 202539min
20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols
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 T...
13 Maalis 202538min
19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall
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...
27 Helmi 202537min
18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs
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, ...
13 Helmi 202548min
17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen
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 m...
30 Tammi 202543min
16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup
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...
16 Tammi 202541min
15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam
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 impor...
2 Tammi 202539min
14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung
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...
19 Joulu 202437min
