<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, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.Tune in to this episode of “Planning & Beyond!”Connect with us below!<ul><li><a href='https://www.linkedin.com/in/neilbage/'>Neil Bage on LinkedIn</a></li><li><a href='https://www.shapingwealth.com/'>Shaping Wealth</a></li><li><a href='https://www.linkedin.com/in/ashley-quamme/'>Ashley Quamme on 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, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond. Tune in to this episode of “Planning & Beyond!” Connect with us below!Neil Bage on LinkedInShaping WealthAshley 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, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.Tune in to this episode of “Planning &amp; Beyond!”Connect with us below!<ul><li><a href="https://www.linkedin.com/in/neilbage/" rel="noopener noreferrer">Neil Bage on LinkedIn</a></li><li><a href="https://www.shapingwealth.com/" rel="noopener noreferrer">Shaping Wealth</a></li><li><a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">Ashley Quamme on LinkedIn</a></li></ul>Visit <a href="http://www.planningandbeyond.com" rel="noopener noreferrer">Planning &amp; Beyond</a>

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

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

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

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