Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactions.

Discover the power of self-reflection and emotional intelligence through a compelling example of an advisor specializing in doctors. Learn about countertransference and how personal feelings can interfere with professional advice, and hear a candid story about making tough decisions due to strong emotional reactions.

We also emphasize the importance of having a support system, whether through peers, mentors, or professional groups like Shaping Wealth, to maintain ethical standards and foster growth. Additionally, we highlight the value of financial advisors having their own advisors and the insights gained from peer-to-peer interactions.

Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.

Connect with us below!

• Dr. Meghaan Lurtz on LinkedIn
• Ashley Quamme on LinkedIn

How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships.

Explore the principles of financial advising, grounded in logic, mathematics, and the trans-theoretical model of change. Learn how to overcome the biggest barrier for clients—not knowing how to change—with strategies tailored to their emotional, familial, and financial needs.

Get practical communication tips to enhance your advising practice, including motivational interviewing, emotional intelligence, and the power of curiosity. Plus, find out about the Navigator series from Shaping Wealth.

Join us for ongoing learning and growth by subscribing to our podcast and connecting with our community on social media!

• Dr. Meghaan Lurtz on LinkedIn
• Ashley Quamme on LinkedIn

Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions that come with it. We'll explore the significance of forming genuine connections through vulnerability and openness, and I'll reveal how my 15 years as a therapist have shaped my identity and path.

We'll delve into the emotional and mental toll of being a therapist, especially in the couples space, and how this has mirrored the experiences of financial advisors grappling with intense client meetings. Discover the driving force behind my career in mental health—a deep desire to be impactful—and how this realization has led me to new avenues of influence beyond the therapy room. Get ready for a heartfelt discussion as we build a relationship based on shared experiences and mutual understanding.

Connect with me!

• Ashley Quamme on Linkedin
• Beyond the Plan website