<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>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 the significance of forming genuine connections through vulnerability and openness, and I'll reveal how my 15 years as a therapist have shaped my identity and path.We'll delve into the emotional and mental toll of being a therapist, especially in the couples space, and how this has mirrored the experiences of financial advisors grappling with intense client meetings. Discover the driving force behind my career in mental health—a deep desire to be impactful—and how this realization has led me to new avenues of influence beyond the therapy room. Get ready for a heartfelt discussion as we build a relationship based on shared experiences and mutual understanding.Connect with me!<ul><li>Ashley Quamme on <a href='https://www.linkedin.com/in/ashley-quamme/'>Linkedin</a></li><li><a href='https://www.beyondthefp.com/about'>Beyond the Plan website</a></li></ul>

Text us to share what you found helpful! 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 the significance of forming genuine connections through vulnerability and openness, and I'll reveal how my 15 years as a therapist have shaped my identity and path. We'll delve into the emotional and mental toll of being a therapist, especially in the couples space, and how this has mirrored the experiences of financial advisors grappling with intense client meetings. Discover the driving force behind my career in mental health—a deep desire to be impactful—and how this realization has led me to new avenues of influence beyond the therapy room. Get ready for a heartfelt discussion as we build a relationship based on shared experiences and mutual understanding. Connect with me!Ashley Quamme on LinkedinBeyond the Plan website

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>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 the significance of forming genuine connections through vulnerability and openness, and I'll reveal how my 15 years as a therapist have shaped my identity and path.We'll delve into the emotional and mental toll of being a therapist, especially in the couples space, and how this has mirrored the experiences of financial advisors grappling with intense client meetings. Discover the driving force behind my career in mental health—a deep desire to be impactful—and how this realization has led me to new avenues of influence beyond the therapy room. Get ready for a heartfelt discussion as we build a relationship based on shared experiences and mutual understanding.Connect with me!<ul><li>Ashley Quamme on <a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">Linkedin</a></li><li><a href="https://www.beyondthefp.com/about" rel="noopener noreferrer">Beyond the Plan website</a></li></ul>

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

Planning &amp; Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning &amp; Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:<ul><li>Mastering discovery and prospect meetings</li><li>Navigating difficult money conversations</li><li>Understanding client psychology</li><li>Building trust and deepening relationships</li><li>Managing emotional client situations</li><li>Enhancing communication skills</li><li>Developing behavioral finance strategies</li><li>Supporting clients through life transitions</li></ul> New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitions New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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

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

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