Planning & Beyond® - Where financial planning meets human understanding

Ashley Quamme

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 meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening client relationshipsManaging emotional client situationsImproving advisor-client communicationApplying behavioral finance strategiesSupporting 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.

  1. 3h ago

    60. How Our Financial Beliefs Evolved and What They Mean for You with Dr. Joseph S. Moore

    Text us to share what you found helpful! In this episode of Planning & Beyond®, Ashley talks with Dr. Joseph S. Moore, historian and author of How to Get Rich in American History, about how American financial advice has changed over the last 300 years and what those changes can teach us today. Joseph shares how his own money wake-up call came during the 2008 financial crisis, when he realized he had followed common advice without fully understanding the risk behind it. That experience led him to study what Americans have been told to do with money over time, what actually worked, what did not, and why financial advice keeps changing as the economy changes. They also discuss why marriage has historically been one of the most important financial decisions a person can make, how joint accounts can create more transparency and trust, and why simple money systems often work better than complicated budgets. Ashley and Joseph also discuss: How American financial advice has changed over the last 300 yearsWhy familiar advice like “renting is throwing money away” can be incompleteWhat the “latte factor” gets right and where it falls shortWhy building wealth is not only about cutting small expensesHow marriage shapes financial outcomesWhy joint accounts can support trust and transparency in relationshipsA simpler way to think about budgeting and money managementRESOURCES AND GUEST INFORMATION Dr. Joseph S. Moore is a historian and author of the national bestselling book, How to Get Rich in American History: 300 Years of Financial Advice that Worked (& Didn't), where he chronicles all the wise (and weird) things Americans tried to do to get ahead for three centuries. He is also an investor, who went from a modest professor's salary to funding a tech startup, buying land on the moon, founding a cryptocurrency, and owning dozens of investment properties. He achieved financial independence in his mid-40s, and lives outside of Atlanta, Georgia. His other writings have appeared in The New York Times, MarketWatch, Fast Company, and Oxford University Press. Connect with Dr. Joseph S. Moore: Substack Website: https://www.josephmoorebooks.com/ All Social Handles: @josephmoorebooks LinkedIn: https://www.linkedin.com/in/joseph-moore-author/ Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  2. Aug 13

    59. The Power of Listening: How Mindfulness Can Transform Your Financial Practice with George Kinder

    Text us to share what you found helpful! What would change if financial planning started with listening, not numbers? In this episode, Ashley welcomes George Kinder, founder of the Kinder Institute of Life Planning and author of The Three Domains of Freedom, for a conversation about presence, purpose, and the deeper responsibility of financial advisors. George talks through the three domains of freedom: each moment is yours, your life is yours, and civilization is yours. He explains why mindfulness is not just a personal practice, but a skill that can help advisors listen more fully, show up with greater authenticity, and create a space where clients feel safe enough to share what they really want. The conversation also moves beyond the individual client relationship and into the wider role advisors can play in creating a more trustworthy and human financial system. Ashley and George also discuss: Why presence matters in financial planningHow mindfulness can help advisors listen more deeplyWhy clients need to feel safe, heard, and supportedHow life planning helps clients move toward the life they truly wantWhy advisors need to know themselves before guiding clientsWhat it means to bring fiduciary responsibility into more areas of life and businessHow financial advisors can take their influence seriously, with clients and beyondThis conversation is especially useful for advisors who want to bring more depth, presence, and humanity into their work.RESOURCES AND GUEST INFORMATION George Kinder is a renowned financial philosopher, entrepreneur, trainer, and designer of relationship- and leadership-based programming, George Kinder is known in the financial industry as the Father of Life Planning. The Harvard graduate has been at the forefront of the financial services industry for decades, spearheading the financial life planning movement that identifies clients’ dreams of freedom and then delivers them with entrepreneurial energy. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. Kinder now leads a Fiduciary In All Things (FIAT) movement for corporations and society through his global, London-based startup, The Moules. The Moules launched in 2025 to engage whole companies in the utilization of deep listening skills and fiduciary engagement to bring as much energy to businesses as life planning brings to advisers and their clients, leading to more productive, collaborative, happier, and profitable workplaces. Connect with George Kinder: Websites: https://www.georgekinder.com/ + https://www.kinderinstitute.com/ + https://www.themoules.net/ + https://www.fiduciaryinallthings.com/ Book: The Three Domains of FreedomConnect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  3. Aug 6

    58. Facilitating Wealth Conversations Between Parents and Children with Kevin Janiec

    Text us to share what you found helpful! What happens when parents want to help their adult children financially, but no one knows how to start the conversation? In this episode of Planning & Beyond®, Ashley talks with Kevin Janiec, CFP®, MBA, Partner & Wealth Advisor at Financial Coach & New Wealth Project, about how advisors can help families talk through wealth, values, and legacy across generations. Kevin works with retirees who are thinking about how and when to share wealth with their children, as well as mid-career professionals who may be receiving gifts or preparing for a future inheritance. In those conversations, money is rarely just about money. It often brings up pride, uncertainty, responsibility, family values, and the desire to help without enabling. Ashley and Kevin discuss the questions he uses to help families move into these conversations with more clarity and care. They talk about how advisors can help clients name the values they want to pass down, celebrate what they are proud of, explore what support could make a meaningful difference, and create next steps that feel intentional instead of awkward. Episode Highlights: How advisors can help families talk about wealth across generationsWhy retirees may hesitate to gift money earlierHow adult children can receive support while still making their own choicesThe emotions that can come up around family giving, inheritance, and legacyFive questions Kevin uses to guide values-based wealth conversationsWhy advisors need to be thoughtful when bringing multiple generations togetherHow small, intentional gifts can create meaningful change for a familyRESOURCES AND GUEST INFORMATION About the Guest Kevin Janiec, CFP®, MBA, is a Partner & Wealth Advisor at Financial Coach & New Wealth Project. He helps retirees and mid-career professionals make thoughtful financial decisions around retirement, family giving, wealth transfer, and values-based planning. Kevin’s work often brings him into conversations between generations, where he helps families think through how to share financial resources, preserve important values, and make choices that support both today’s needs and tomorrow’s legacy. Connect with Kevin Janiec: Website (Retirement​): https://www.financialcoachgroup.com/  Website (Mid ​Career ​Professional): https://www.thenewwealthproject.com/ Website (Personal Blog): https://janiecreflection.com/   LinkedIn: https://www.linkedin.com/in/kevin-janiec-cfp%C2%AE-mba-9b127a32/ Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  4. Jul 30

    57. Crafting Relatable Conversations to Attract Ideal Clients with Derrick Kinney

    Text us to share what you found helpful! What do you say when someone asks, “So, what do you do?” For many financial advisors, that simple question can turn into a missed opportunity. In this episode, Derrick Kinney, bestselling author and founder of Success for Advisors, joins Ashley to talk about how advisors can explain their work in a way that feels clear, natural, and relevant. Derrick walks through his “you know how” framework, a simple way to start conversations by naming a problem the other person already recognizes. Instead of leading with “I’m a financial advisor” and watching people tune out, Derrick shows advisors how to speak to the real worries their clients and prospects are carrying. Ashley and Derrick also talk about why advisors often rely too heavily on titles, credentials, and services when prospects are really listening for one thing: do you understand the problem I need help solving? Derrick explains how clearer language, a slower pace, intentional pauses, eye contact, and body language can help advisors sound more caring, confident, and trustworthy. Episode Highlights: How to use the “you know how” framework in everyday conversationsWhy “I’m a financial advisor” often does not say enoughHow to identify the real problems your best clients came to you to solveWhy simple language works better than polished industry languageHow tone, pauses, and body language shape trustHow to talk about your work without making the conversation feel forcedWhy the right words can open the door to stronger prospect conversationsRESOURCES AND GUEST INFORMATION About the Guest Derrick Kinney is a bestselling author and founder of Success for Advisors, where he helps financial advisors communicate more clearly, attract ideal clients, and grow through better conversations. His work focuses on helping advisors explain the problems they solve in simple, relatable language so prospects can quickly understand their value. Connect with Derrick Kinney: Website: https://www.successforadvisors.com/ LinkedIn: https://www.linkedin.com/in/derrickkinney Instagram: https://www.instagram.com/derrickkinney/?hl=en Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  5. Jul 23

    56. The Missing Piece in Wealth Planning: Beneficiary Education with Torri Hawley

    Text us to share what you found helpful! Welcome back to Planning & Beyond®. Today Ashley sits down with Torri Hawley, Chief Learning Officer for Tamarind Learning, about the role financial advisors can play in family wealth education. Torri brings both professional and personal experience to this conversation. She is a seventh-generation member of an enterprising family, and she has seen firsthand what helps rising generation clients feel included, respected, and prepared, and what makes them shut down. Ashley and Torri talk about what advisors often miss when working with younger family members and downstream clients. Torri explains why family wealth education needs more than a vague promise to “educate.” It needs a clear on-ramp, defined topics, structure, activities, and a real understanding of what clients actually need at their stage of life. In this episode, Ashley and Torri also discuss: How advisors can build trust with rising generation clientsWhy younger family members should be treated as future clients, not side conversationsWhat family wealth education looks like when it is done wellWhy generic education libraries and slide decks often miss the markHow to shape education around a client’s interests, life stage, and confidence levelWhy psychological safety matters when talking about wealth, inheritance, and family rolesHow advisors can support family wealth education while staying in their laneThis conversation is especially useful for advisors who work with families, business owners, inheritors, or rising generation clients and want to approach wealth education with more care, structure, and intention. RESOURCES AND GUEST INFORMATION About the Guest Torri Hawley, CFWA, CFBA is the Chief Learning Officer for Tamarind Learning in the U.S. and has a decade of experience working with enterprising families. She is also a seventh-generation member of an enterprising family that owns a 150-year-old operating company. From an early age, Torri was empowered to take an active role in governance, helping form a family council and championing next-gen education and engagement. She now serves on her family office and operating company boards. Torri is passionate about helping next-generation family members build confidence and credibility through education, empowerment, and practical learning. Connect with Torri Hawley: Website: https://tamarindlearning.com/ LinkedIn: https://www.linkedin.com/in/torri-hawley/ Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  6. Jul 16

    55. Retirement Realities: What Advisors Need to Know About Client Psychology and Support with James Woodfall

    Text us to share what you found helpful! Retirement is not just a date on the calendar. It is a major life transition that can affect a client’s identity, routines, relationships, and sense of purpose. In this episode, Ashley welcomes back James Woodfall for a conversation about the psychology of retirement and what financial advisors need to understand as clients move from working life into retirement. James shares findings from his recent research in developmental psychology, including how concepts like continuity theory and role theory can help advisors better understand what clients may be feeling during this season of life. He explains why too much change can feel destabilizing, even when the change is positive, and why clients often need to hold on to what still feels familiar as they adjust. In this episode, Ashley and James also discuss: What continuity theory can teach advisors about retirement planningWhy clients often need stability and familiarity during retirement transitionsHow structuring retirement income like a monthly salary can help clients feel more secureWhy retirement conversations should start before the actual retirement dateHow advisors can help clients think through identity, purpose, and new roles after workWhy financial advisors often become the “default retirement counselors” for their clientsTune in to better understand the emotional side of retirement, ask better questions, and support clients through one of the biggest transitions of their lives. RESOURCES AND GUEST INFORMATION About James Woodfall James Woodfall founded Raise Your EI in October 2023 after 15 years as a financial planner and business owner. Through science-based emotional intelligence training, he helps financial planners, wealth management teams, and private banking professionals improve communication, build stronger relationships, and lead more effectively. James is also the author of the best-selling book Financial Planning for Entrepreneurs, a certified behaviour analyst, a Six Channel Analysis System trainer, and an e-Factor® coach-trainer. RESOURCES AND GUEST INFORMATION 19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall About the Guest Connect with James Woodfall: Website: https://raiseyourei.co.uk/ LinkedIn: https://www.linkedin.com/in/jameswoodfall/ Newsletter: Sign up for his weekly insights on his websiteConnect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  7. Jul 9

    54. Augmented Intelligence: How AI Can Elevate Your Financial Practice and Human Connection with Matt Halloran

    Text us to share what you found helpful! In this episode of Planning & Beyond®, Ashley talks with Matt Halloran, Chief Evangelist at Zocks, about how AI is changing the way financial advisors work with clients. Ashley and Matt talk through how advisors can use AI to reduce the time spent on notes, follow-up, and other admin tasks that often pull attention away from clients. Matt explains how the right tools can help advisors stay more present in meetings, listen more closely, and create a better client experience. They also discuss the value of in-person events, the importance of real connection in an increasingly digital industry, and what advisors can do with the time they get back when technology takes repetitive work off their plate. In this episode, you’ll hear: The difference between artificial intelligence and augmented intelligenceHow AI can help advisors spend less time on admin workWhy being fully present matters in client meetingsHow better tools can support stronger client relationshipsWhy in-person connection still matters in financial servicesHow advisors can use reclaimed time to grow personally and professionallyExamples of how AI is helping advisors become more human, not lessMatt’s message is clear: financial advising is not only about numbers. It is about trust, presence, and relationships. This conversation is a strong fit for advisors who want to use technology without losing the personal side of their work. RESOURCES AND GUEST INFORMATION 25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran About the Guest Matt Halloran is a human-centered communication expert and Chief Evangelist at Zocks. He helps financial advisors build deeper relationships and create meaningful impact through better listening and authentic connection. A seasoned keynote speaker, TEDx presenter, and three-time author, Matt blends practical tools, real-world stories, and his HOPE framework to help advisors communicate more clearly, lead with intention, and stay human in an increasingly digital world. Connect with Matt Holloran: Book: https://www.amazon.com/Shut-Up-Listen-Matt-Halloran/dp/B0DKVZVZDSTedtalk: https://www.youtube.com/watch?v=uLh-st00UYcEvent advisors: https://event-advisors.net/LinkedIn: https://www.linkedin.com/in/mattgpthalloran/Insta: https://www.instagram.com/mattgpthalloran/YouTube: https://www.youtube.com/@MoreHumanwithZocksZocks: https://www.zocks.io/mattgptConnect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

  8. Jul 2

    53. The “Why I Care” Story: How Financial Advisors Build Trust Faster with Deirdre Van Nest

    Text us to share what you found helpful! A prospect sits across from you with a decision to make. Before they share the full truth about their money, their fear, their family, or the choice they keep delaying, they are quietly asking one question: Can I trust you? In this episode of Planning & Beyond®, Ashley sits down with Deirdre Van Nest, keynote speaker and founder of Crazy Good Talks®, to talk about strategic storytelling and why your personal brand “why I care” story matters. Deirdre explains why this story is not simply about why you got into the business. It is about helping clients understand why their lives, decisions, and outcomes matter to you. Deirdre shares the personal experience that shaped her mission and how that awareness now fuels her work helping advisors communicate in a way that builds trust faster and moves clients toward decisions they might otherwise delay. Ashley and Deirdre also break down three types of strategic stories advisors can use: the personal brand why I care story, the desire story, and the analogy or illustrative story. Each one has a different purpose. One builds trust. One creates desire without sounding salesy. One makes a complex idea easier to understand and remember. The conversation also challenges a common message advisors often hear: don’t talk about yourself. Deirdre offers a more nuanced view. Tune in to learn more. You’ll walk away with: How vulnerability can build trust without oversharingWhy storytelling is a skill you can build, not a talent you either have or do not haveHow one advisor used his story to improve prospect-to-client conversionWhy your story does not have to be tragic to be powerfulWays to use your story in meetings, video, referrals, and client communicationThis episode is for the advisor who wants to communicate with more clarity, humanity, and confidence. Because when clients understand why you care, they are more likely to trust what you know. RESOURCES AND GUEST INFORMATION About the Guest Deirdre Van Nest is a keynote speaker and founder of Crazy Good Talks®, a firm that helps revenue-producing entrepreneurs, sales professionals, and leaders turn communication into a measurable business advantage. She and her team help clients build trust faster, convert quicker, and communicate at a level most never reach, so when they walk into a room, they do not just enter it, they own it. Connect with Deirdre Van Nest: Website: https://crazygoodtalks.comLinkedIn: https://www.linkedin.com/in/dvannestStory Creation Template: https://crazygoodtalks.com/asset-creation/Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.comLinkedIn: https://www.linkedin.com/in/ashley-quammeBeyond the Plan®: https://www.beyondthefp.comMonthly Newsletter: https://www.beyondthefp.com

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45 Ratings

About

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 meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening client relationshipsManaging emotional client situationsImproving advisor-client communicationApplying behavioral finance strategiesSupporting 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.

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