Planning & Beyond® - Where financial planning meets human understanding
Ashley QuammePlanning & 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 discover... more
| Publishes | Twice monthly | Episodes | 56 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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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... more
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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 Wo... more
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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 advi... more
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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: C... more
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- Fantastic Insights
Ashley brings the skills and insights from her therapeutic background to show you how to understand and connect with your clients.
Apple Podcasts5Dennis - CMC
United Kingdom10 months ago - Ohan Kayikchyan Ph.D., CFP®, EA
Learning a lot from Planning & Beyond podcast, from Ashley and her guests, about the most important aspect of the financial profession—human behavior and beyond. Well done!
Apple Podcasts5Ohan The Money Doctor
United Statesa year ago - Where empathy and education meet
Ashley does a phenomenal job with every episode. Her guests are experienced and well informed. The content she brings is deep but delivered in a way that is easily understandable for all. Ashley’s conversations with her guests are thought provoking while also showing empathy on tough or sensitive topics.
Apple Podcasts5DonJay RUnited Statesa year ago - A gem to the industry
Ashley is a gem to the industry and a needed voice in financial planning. Thank you for doing this work.
Apple Podcasts5genius3351United Statesa year ago - Must listen!
A refreshing and insightful look at the intersection of behavior and finance, from some of the most thoughtful experts in the field
Apple Podcasts5lady_bostUnited Statesa year ago
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Frequently Asked Questions About Planning & Beyond®
What is Planning & Beyond® about and what kind of topics does it cover?
A practitioner-focused show that blends psychology, behavior, and practical financial planning techniques. Across episodes, the host and guests explore how emotions, relationships, and human dynamics shape client decisions, with actionable coaching methods, engagement strategies, and tools advisors can apply in discovery meetings, client conversations, and life transitions. Notable strengths include a consistent emphasis on empathy, client psychology, and the integration of behavioral insights with concrete planning steps, plus guest experts ranging from financial therapists to fintech leaders that broaden the practical toolkit for advisory practices.
Where can I find podcast stats for Planning & Beyond®?
Rephonic provides a wide range of podcast stats for Planning & Beyond®. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Planning & Beyond® and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Planning & Beyond® get?
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What are the audience demographics for Planning & Beyond®?
Rephonic provides comprehensive predictive audience data for Planning & Beyond®, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Planning & Beyond® have?
To see how many followers or subscribers Planning & Beyond® has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Planning & Beyond®?
These podcasts share a similar audience with Planning & Beyond®:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Perfect RIA
4. Talking Wealth
5. The Long View
How many episodes of Planning & Beyond® are there?
Planning & Beyond® launched 2 years ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Planning & Beyond®?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Planning & Beyond®?
Rephonic pulls ratings and reviews for Planning & Beyond® from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Planning & Beyond®?
Rephonic provides full transcripts for episodes of Planning & Beyond®. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Planning & Beyond®?
Recent guests on Planning & Beyond® include:
1. Rose Zealand
2. Justin Castelli
3. Brendan Frazier
4. Jane Mepham
5. Kristy Archuleta
6. Cady North
7. Phil Bray
8. Alex Melkumian
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.