Planning & Beyond®
Episodes
48. Financial Anxiety vs. Financial Stress: How Advisors Can Help Clients Move Past Decision Paralysis | Dr. Kristy Archuleta
23 Apr 2026
Contributed by Lukas
Text us to share what you found helpful!You've shown your client the numbers. Multiple times. The plan works, they can afford the house, they hav...
47. The Sabbatical Conversation: What Financial Advisors Need to Know About Work Breaks and Client Wellbeing with Cady North
09 Apr 2026
Contributed by Lukas
Text us to share what you found helpful!You've run the numbers. The client can absolutely afford to take time off. And yet they won't. Or th...
46. The Referral Gap: Why Your Happiest Clients Aren't Sending Anyone Your Way (And What to Do About It) with Phil Bray
26 Mar 2026
Contributed by Lukas
Text us to share what you found helpful!You have clients who love you. You know it. They know it. And yet your referral pipeline is quieter than it sh...
45. Calm Money: Why Financial Self-Care Comes Before the Plan with Dr. Alex Melkumian
12 Mar 2026
Contributed by Lukas
Text us to share what you found helpful!Have you ever gone over a financial plan with a client, checked every box, and then watched them walk out and ...
44. Building Financial Empathy: Why Your Clients' Behaviors Make Perfect Sense with Dr. Michael Thomas
26 Feb 2026
Contributed by Lukas
Text us to share what you found helpful!You walk into a client meeting prepared with projections, strategies, and solutions. But something's off....
43. Financial Infidelity in Couples: Research-Backed Strategies for Financial Advisors | Dr. Jenny Olson
12 Feb 2026
Contributed by Lukas
Text us to share what you found helpful!You've been there. A couple sits across from you in a discovery meeting, and something feels off. Maybe o...
42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt
29 Jan 2026
Contributed by Lukas
Text us to share what you found helpful!You know that feeling when you're going through the motions with annual reviews, rinse and repeat convers...
41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild
15 Jan 2026
Contributed by Lukas
Text us to share what you found helpful!You've got your CRM humming. Your workflows are tight. Your service calendar is consistent. So why aren&a...
40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz
01 Jan 2026
Contributed by Lukas
Text us to share what you found helpful!You know the feeling. A couple walks into your office and you ask about their goals. They say "security&q...
39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace
18 Dec 2025
Contributed by Lukas
Text us to share what you found helpful!What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real...
39. Helping Couples to Do Money Together: An Advisor’s Guide with Heather & Douglas Boneparth
04 Dec 2025
Contributed by Lukas
Text us to share what you found helpful!You've seen it happen: one partner takes notes while the other zones out. Tension surfaces when discussin...
37. Motivational Interviewing: Guiding Clients Towards Change Without Being Pushy with Jeremy Keil
20 Nov 2025
Contributed by Lukas
Text us to share what you found helpful!You've been to those conferences. Every speaker says "the key to success is asking great questions&q...
36. The Trust Equation: How Behavioral Data Transforms Client Relationships with Marla Sofer
06 Nov 2025
Contributed by Lukas
Text us to share what you found helpful!You can deliver perfect asset allocations and outperform benchmarks all day long, but here's what Marla S...
35. Understanding ADHD and Money with Christine Hargrove, PhD
23 Oct 2025
Contributed by Lukas
Text us to share what you found helpful!When clients miss meetings, avoid financial conversations, or struggle to follow through on planning recommend...
34. The Psychology Behind Lead Generation & Conversion with Derek Notman
09 Oct 2025
Contributed by Lukas
Text us to share what you found helpful!Most financial advisors are solving the wrong problem. They're obsessing over lead generation when the re...
33. Serving Those Who Served: The Psychology of Financial Planning for Military Clients with Daniel Kopp, CFP®
25 Sep 2025
Contributed by Lukas
Text us to share what you found helpful!Military families represent one of the most unique and underserved populations in financial planning, bringing...
32. How Financial Advisors Can Ask About Client Money History Without Overstepping with Meghaan Lurtz
29 Aug 2025
Contributed by Lukas
Text us to share what you found helpful!When clients seem stuck on financial decisions or react emotionally to planning recommendations, there's ...
31. How to Help Clients Create Meaning and Purpose in Their Financial Lives with Dr. Daniel Crosby
14 Aug 2025
Contributed by Lukas
Text us to share what you found helpful!Financial success doesn't automatically create life satisfaction—and as a financial advisor, you'r...
30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip
31 Jul 2025
Contributed by Lukas
Text us to share what you found helpful!What if the secret to growing your advisory business isn't in your investment strategy or marketing plan,...
29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere
17 Jul 2025
Contributed by Lukas
Text us to share what you found helpful!What if the key to transforming your client relationships isn't in your financial planning software, but ...
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison
03 Jul 2025
Contributed by Lukas
Text us to share what you found helpful!In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to ta...
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology
19 Jun 2025
Contributed by Lukas
Text us to share what you found helpful!Season 2 is officially here! In this Season 2 kickoff, host Ashley Quamme, licensed therapist and financial be...
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle
05 Jun 2025
Contributed by Lukas
Text us to share what you found helpful!Is an invisible emotional barrier preventing your clients from following through on their financial plans? In ...
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran
22 May 2025
Contributed by Lukas
Text us to share what you found helpful!Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode,...
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek
08 May 2025
Contributed by Lukas
Text us to share what you found helpful!What happens when your widowed client can't focus on financial decisions because they're drowning in...
23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree
24 Apr 2025
Contributed by Lukas
Text us to share what you found helpful!Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabre...
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman
10 Apr 2025
Contributed by Lukas
Text us to share what you found helpful!Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this intern...
21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota
27 Mar 2025
Contributed by Lukas
Text us to share what you found helpful!In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approa...
20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols
13 Mar 2025
Contributed by Lukas
Text us to share what you found helpful!In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women ...
19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall
27 Feb 2025
Contributed by Lukas
Text us to share what you found helpful!Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodf...
18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs
13 Feb 2025
Contributed by Lukas
Text us to share what you found helpful!What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs...
17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen
30 Jan 2025
Contributed by Lukas
Text us to share what you found helpful!Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework ...
16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup
16 Jan 2025
Contributed by Lukas
Text us to share what you found helpful!In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience...
15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam
02 Jan 2025
Contributed by Lukas
Text us to share what you found helpful!In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at A...
14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung
19 Dec 2024
Contributed by Lukas
Text us to share what you found helpful!In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental...
13. How to Handle Burnout as an Advisor with Neil Bage
05 Dec 2024
Contributed by Lukas
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 leade...
12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve
21 Nov 2024
Contributed by Lukas
Text us to share what you found helpful!In this episode, Mikel Van Cleve joins us to talk about the unique challenges blended families face in managin...
11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw
07 Nov 2024
Contributed by Lukas
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 Dat...
10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell
24 Oct 2024
Contributed by Lukas
Text us to share what you found helpful!In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching I...
9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier
10 Oct 2024
Contributed by Lukas
Text us to share what you found helpful!In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and...
8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett
26 Sep 2024
Contributed by Lukas
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 un...
7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
12 Sep 2024
Contributed by Lukas
Text us to share what you found helpful!In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement...
6. The Path to Funded Contentment with Brian Portnoy
29 Aug 2024
Contributed by Lukas
Text us to share what you found helpful!What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk ...
5. Considerations for Integrating Financial Psychology into Practice
15 Aug 2024
Contributed by Lukas
Text us to share what you found helpful!Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz...
4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz
01 Aug 2024
Contributed by Lukas
Text us to share what you found helpful!Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, j...
3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz
18 Jul 2024
Contributed by Lukas
Text us to share what you found helpful!Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and...
2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz
04 Jul 2024
Contributed by Lukas
Text us to share what you found helpful!How can understanding your clients' psychology change the way you offer financial advice? Discover the im...
1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme
02 Jul 2024
Contributed by Lukas
Text us to share what you found helpful!Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like ...