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.
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New episodes release bi-weekly. Subscribe now to transform how you connect with clients.
James Woodfall is an experienced financial planner and expert in emotional intelligence. Whilst completing his masters in communication, behaviour and credibility analysis, James conducted research into the relationship between emotional intelligence and job performance in financial planners. After selling his financial planning business 2 years ago, he works as a trainer and consultant in emotional intelligence and communication skills for advisers.