Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)
Financial advice isn’t just about the numbers. It’s about understanding the people behind them.
In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT™, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships with clients, improve decision-making, and enhance trust. Ashley shares insights from her therapy background and practical strategies for virtual and in-person advisory work.
Ashley and Jeremy discuss:
- The importance of collaborative language in client conversations and why it matters
- The shift from therapy to financial services and the valuable crossover of skills
- How body language and facial cues play a vital role in virtual meetings
- Strategies for financial advisors to enhance trust with high-net-worth clients, even in online settings
- The role of a Financial Behavior Officer in advisory practices and how it transforms client relationships
- And more!
Resources:
Connect With Ashley Quamme:
- LinkedIn: Ashley Quamme
- Podcast: Planning & Beyond™
- Instagram: @beyondthefp
- Website: Beyond the Plan®
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Ashley Quamme, LMFT, FBS®, CFT™, is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.
Podcast: Play in new window | Download | Embed