<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>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 when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we explore the emotional struggles, such as losing a sense of identity and client connections. Advisors can navigate these challenges by creating new roles and finding purpose in this next chapter.Connect with us below!<ul><li>Dan Haylett on <a href='https://www.linkedin.com/in/dan-haylett-retirement-coach/'>LinkedIn</a></li><li><a href='https://www.tfp-fp.com/'>TFP Financial Planning</a></li><li><a href='http://humansvsretirement.com'>Humansvsretirement.com</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! 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 when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we explore the emotional struggles, such as losing a sense of identity and client connections. Advisors can navigate these challenges by creating new roles and finding purpose in this next chapter. Connect with us below!Dan Haylett on LinkedInTFP Financial PlanningHumansvsretirement.com Ashley 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>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 when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we explore the emotional struggles, such as losing a sense of identity and client connections. Advisors can navigate these challenges by creating new roles and finding purpose in this next chapter.Connect with us below!<ul><li>Dan Haylett on <a href="https://www.linkedin.com/in/dan-haylett-retirement-coach/" rel="noopener noreferrer">LinkedIn</a></li><li><a href="https://www.tfp-fp.com/" rel="noopener noreferrer">TFP Financial Planning</a></li><li><a href="http://humansvsretirement.com" rel="noopener noreferrer">Humansvsretirement.com</a>&nbsp;</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>

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

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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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

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