Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 16 April 2024
⏱️ 90 minutes
🧾️ Download transcript
Summary
Ashley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in managing their financial relationships and also equips advisors with strategies to overcome client obstacles.
Listen in as Ashley shares insights into her work with advisory firms and her unique approach to understanding financial behaviors and biases. You'll learn how this has been instrumental in advising on challenging client situations, the ups and downs she experienced launching a consulting practice during the COVID-19 pandemic, and the tools she uses to enhance clients' self-awareness regarding their money mindset.
For show notes and more visit: https://www.kitces.com/381
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone. |
| 0:29.0 | Welcome to the 3001 episode of the Financial Advisor's Success Podcast. My guest on today's podcast is |
| 0:35.3 | Ashley Kwame. Ashley is the founder of Beyond the Plan, a consulting firm based in Evans, Georgia, that offers a fractional financial behavioral officer service, including consulting and training new advisory firms and even direct meeting support for newer existing clients. |
| 0:49.7 | What's unique about Ashley, though, is how her background in psychology and couples therapy allows her to not only be able to help clients navigate their relationships with money, but also |
| 0:57.8 | help advisors get their clients unblock so they can actually move forward and implement the |
| 1:02.8 | advisor's financial planning recommendations to achieve the client's financial goals. |
| 1:07.5 | In this episode, we talk in depth about how Ashley helps advisory firms figure out why their clients are getting stuck in their financial journey. |
| 1:14.0 | And through an offering of advisor training and even direct client meeting support, guides clients through the necessary changes in behavior to achieve their own desired outcomes. |
| 1:23.0 | How Ashley assists advisors with their own self-work in better knowing and understanding their own |
| 1:28.2 | behaviors and biases and even potential blind spots that could otherwise result in certain |
| 1:32.9 | types of clients being more challenging to work with. |
| 1:35.6 | And how Ashley developed an office hours format for advisors to talk through particularly |
| 1:39.5 | challenging client situations and receive structured feedback on how they might improve |
| 1:43.7 | their approach with |
| 1:44.5 | their most difficult clients. We also talk about how Ashley built on her experience as a |
| 1:50.0 | couples therapist after hearing 20 to 25 clients a week come in for couples therapy that often |
| 1:55.1 | ended up tying into a discussion of financial issues to pursue and learn how certain therapy |
| 1:59.6 | tools and techniques really could |
... |
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