• How Behavioral Financial Planning Results in Deeper Client Relationships with Ashley Quamme

  • Jul 12 2024
  • Duración: 34 m
  • Podcast

How Behavioral Financial Planning Results in Deeper Client Relationships with Ashley Quamme

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  • Resumen

  • In this episode of The Finance Marketing Podcast, Hillary sits down with Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not offer behavioral financial planning.

    Ashley discusses the importance of understanding client psychology, navigating relationship dynamics, and addressing client concerns holistically in modern financial planning, and shares how advisors who embrace this approach can significantly enhance client trust and rapport, leading to more meaningful and lasting client relationships.

    Connect with Ashley:

    Website: BeyondTheFP.com
    LinkedIn: Ashley Quamme
    Instagram: @beyondthefp
    Twitter/X: @bamconsults

    To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.

    We always appreciate reviews on Apple Podcasts!
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