Planning & Beyond

Aug 29 2024 28 mins

Planning & Beyond Podcast artwork

Welcome to the Planning & Beyond podcast with Ashley Quamme, where we highlight leaders transforming the financial services industry. Our guests empower advisors and clients alike with practical insights. We emphasize self-care for practitioners to enhance client service. Join us to deepen client relationships, improve communication, and grow personally. It’s all about planning... and beyond.

Subscribe on Podcast Addict

6. The Path to Funded Contentment

Aug 29 2024 35 mins

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

5. Considerations for Integrating Financial Psychology into Practice

Aug 15 2024 24 mins

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 communicat

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

Aug 01 2024 35 mins

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 environmen

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

Jul 18 2024 30 mins

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-refl

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

Jul 04 2024 29 mins

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 advisin

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

Jul 02 2024 13 mins

Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions that come with it. We'll explore t