Planning & Beyond® - Where financial planning meets human understanding
Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.
Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.
Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.
If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.
Topics include:
- Mastering discovery and prospect meetings
- Navigating difficult money conversations
- Understanding client psychology
- Building trust and deepening client relationships
- Managing emotional client situations
- Improving advisor-client communication
- Applying behavioral finance strategies
- Supporting clients through life transitions
New episodes release weekly. Subscribe for practical conversations on the human side of financial planning.
Learn more at Beyond the Plan.
Planning & Beyond® - Where financial planning meets human understanding
30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip
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What if the secret to growing your advisory business isn't in your investment strategy or marketing plan, but in how well you're taking care of yourself? In this eye-opening episode, health coach Stevyn Guinnip reveals the shocking truth about why 92% of people over 40 are in "health debt" and how this directly impacts advisor performance, client relationships, and business growth.
As a health coach specializing in financial professionals, Stevyn brings a unique perspective on the intimate connection between health and wealth that goes far beyond the typical "health is important" platitudes. Drawing from her research with over 500 financial professionals and her background as an exercise physiologist, she demonstrates how your physical well-being serves as both a personal asset and a business differentiator.
Throughout our conversation, Stevyn breaks down her "4M Method" - a practical framework covering Mindset, Mending (sleep and stress), Meals, and Movement - that advisors can implement without adding hours to their already packed schedules. She reveals five critical biomarkers that predict not just health outcomes, but professional performance, and explains why simple changes like improving sleep quality can transform client interactions and business results.
This isn't about becoming a fitness influencer or overhauling your entire lifestyle. It's about understanding that when you invest in your health using the same strategic, long-term thinking you apply to financial planning, you create a compound effect that enhances every aspect of your practice. Clients notice when you have more energy, presence, and emotional regulation - and they respond with increased trust, engagement, and referrals.
Key Takeaways:
- Health Debt is Real Business Risk: Just like financial debt, health debt compounds over time and directly impacts your ability to serve clients effectively, make sound decisions, and sustain long-term business growth.
- The "Pay Yourself First" Health Strategy: Take one hour from your 16-hour day for health investments (planning meals, brief movement, stress management) and work within the remaining 15 hours - this small container creates massive improvements in energy and focus.
- Five Biomarkers That Predict Success: Waist measurement, blood pressure, triglycerides, HDL cholesterol, and fasting glucose serve as your "health credit score" - know your numbers like you know your financial statements.
- Client Confidence Follows Personal Investment: When advisors improve their health, clients subconsciously gain more confidence in their financial expertise, leading to increased referrals and business growth - it's the "dentist with bad teeth" principle in reverse.
Resources and Guest Information:
- Connect with Stevyn Guinnip: LinkedIn Profile
- Learn More: GrowWealthy.com
- Book Waitlist: GrowWealthy.com/waitlist
- Stevyn's Background Story: Available at GrowWealthy.com under "About"
Connect with Host Ashley Quamme:
- Podcast Website: Planning & Beyond
- LinkedIn: Ashley Quamme - Licensed Therapist & Financial Behavior Specialist
- Beyond the Plan®: Financial psychology integration for advisory practices
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