Planning & Beyond® - Where financial planning meets human understanding
Business & ekonomi

Planning & Beyond® - Where financial planning meets human understanding

Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.


Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.


Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.


If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.


Topics include:

  • Mastering discovery and prospect meetings
  • Navigating difficult money conversations
  • Understanding client psychology
  • Building trust and deepening client relationships
  • Managing emotional client situations
  • Improving advisor-client communication
  • Applying behavioral finance strategies
  • Supporting clients through life transitions


New episodes release weekly. Subscribe for practical conversations on the human side of financial planning.


Learn more at Beyond the Plan.

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Avsnitt(53)

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

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

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 wi...

5 Dec 202446min

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

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

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 p...

21 Nov 202448min

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

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

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 pe...

7 Nov 202446min

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

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

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 ho...

24 Okt 202458min

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

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

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 prosp...

10 Okt 202449min

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

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

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 ...

26 Sep 202437min

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

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

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 diff...

12 Sep 202439min

6. The Path to Funded Contentment with Brian Portnoy

6. The Path to Funded Contentment with Brian Portnoy

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 tr...

29 Aug 202435min

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