<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>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 personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning & Beyond!”Connect with us below!<ul><li>Dr. Sarah Fallaw on <a href='https://www.linkedin.com/in/sarahfallaw/'>LinkedIn</a></li><li><a href='https://datapoints.com/'>DataPoints</a></li><li>Ashley Quamme on <a href='https://www.linkedin.com/in/ashley-quamme/'>LinkedIn</a></li></ul>Visit <a href='http://www.planningandbeyond.com'>Planning & Beyond</a>

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 personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning & Beyond!” Connect with us below!Dr. Sarah Fallaw on LinkedInDataPointsAshley Quamme on LinkedInVisit Planning & Beyond

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>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 personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning &amp; Beyond!”Connect with us below!<ul><li>Dr. Sarah Fallaw on <a href="https://www.linkedin.com/in/sarahfallaw/" rel="noopener noreferrer">LinkedIn</a></li><li><a href="https://datapoints.com/" rel="noopener noreferrer">DataPoints</a></li><li>Ashley Quamme on <a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">LinkedIn</a></li></ul>Visit <a href="http://www.planningandbeyond.com" rel="noopener noreferrer">Planning &amp; Beyond</a>

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

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

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

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