Beyond the Plan

04/23/2026

04/23/2026

Thank you FPA Connecticut for having me! You all are irreplaceable.

01/26/2026

Grateful to be included on this list with other fantastic podcasts!

We've done it again! Last year's compilation of the "Top Podcasts" was so popular, we listened to thousands of hours of podcasts for financial advisors to find the best ones this year! 23 Top Financial Advisor Podcasts To Listen To In 2026 compiled by Adam Van Deusen: https://kitc.es/3ZqR36T

➡️Investment Planning
Rational Reminder by Benjamin Felix, Cameron Passmore, Dan Bortolotti
Facts Vs. Feelings by Ryan Detrick, Sonu Varghese
The Compound And Friends by Josh Brown, Michael Batnick
The Long Term Investor by Peter Lazaroff
➡️ Tax Planning
Retirement Tax Services Podcast by Steven Jarvis
➡️ Estate Planning
The Practical Planner by Anne Rhodes, Thomas Kopelman
➡️Behavioral Finance
The Human Side Of Money by Brendan Frazier
Planning & Beyond by Ashley Quamme
➡️Practice Management
The Perfect RIA by Matthew Jarvis, Micah Shilanksi
The Efficient Advisor by Libby Greiwe
Kitces & Carl with Carl Richards
Building The Billion-Dollar Business by Ray Sclafani
Full Advisor Coaching by Kristen Harad
➡️Early Career Advisors
BIF Bites by Boston Institute of Finance team (including Jerry Mee)
New Planner Podcast BY Caleb Brown
➡️Mid-Career Advisors
Financial Advisor Success
Do Business. Do Life. by Brad Johnson
Becoming An Elite Financial Advisor by Sten Morgan
➡️Career Transitions
Behind The Advisor by Alan Moore
Transition To RIA by Brad Wales
The Diamond Podcast For Financial Advisors by Mindy Diamond, Louis Diamond, and other members of the Diamond Consultants team
➡️Financial Planning Industry News
This Week In Wealth by Citywire RIA Team
WealthTech Today by Craig Iskowitz
➡️New And Notable Podcasts
Craft On Tap by Stephen Beach, Faustin Weber
Talking Wealth by Josh Brown and Ben Carlson
Don't Do That by Kelly Waltrich
The Advisor Summit Podcast by Molly Pierce, Erica Pauly

This list is by no means a comprehensive guide to the broader landscape of podcasts for financial advisors. Which ones are you listening to? And which ones should WE listen to?

10/01/2025

Thank you FPA Wisconsin for the opportunity to speak and share the stage with a few awesome folks!

Such a fantastic group of people!

09/03/2025

Here's what I've learned...

Finances don't have feelings, but people do.

And that's the whole point.

How are you focusing on the human side at your firm?

09/02/2025

🧠 Do you know the term: “Present Bias”?

You know that client who really wants to save for retirement...
..but also really wants that new kitchen right now?

That’s not lack of discipline.

That’s present bias - our brain’s natural tendency to overvalue immediate rewards and undervalue long-term benefits.

In other words:
“I know Future Me will thank me for maxing out my 401(k)...
..but Current Me needs the fancy espresso machine.”

💬 This is where traditional advice often falls short.

Telling someone to “just think long-term” doesn’t work when their brain is wired to feel more connected to their short-term desires.

As Fractional Chief Behavioral Officers (CBO), this is exactly where we help advisors recognize when present bias is hijacking the plan - and give them language, tools, and strategies to bridge that gap.

Instead of guilt-tripping clients, we can guide them with empathy:

👉 “What would make saving feel more rewarding right now?”
👉 “How can we structure this plan so your short-term and long-term selves both feel supported?”

Because when clients feel seen, they stay engaged.

And when your advice considers how the brain actually works, you build trust that lasts.

📌 Financial psychology isn’t a side note.

It’s the throughline that makes your planning advice stick.

We help your firm go beyond the plan by design, not by accident.

08/28/2025

We can help you build something different!

If you'd like to learn more, reach out

08/26/2025

This new role brings psychology into planning conversations in a new way.

How?

We act as a collaborative partner in...

- Joining client meetings
- Guiding advisor communications
- Helping firms deliver more human advice

We support the full ecosystem too:

Clients.
Advisors.
Firms.

Client Support:
For helping clients name what matters, navigate emotion, and act on their plans.

Advisor Support:
For providing real-time behavioral consultation and emotional fluency tools to use in client interactions.

Firm Support:
For embedding behavioral insight into your systems, training, and planning process to create scalable, human-centered service.

So, if you're ready to do Beyond the Plan® we can help take you there.

08/21/2025

Have you ever thought this?

We're here to help you go Beyond the Plan® by design, not by accident.

We'd love to show you how.

08/19/2025

Most advisory firms are built around portfolio management and financial planning processes.

But what about the human processes?

Well, we work as Fractional Chief Behavioral Officers to help firms create systems that support both advisors and clients when emotions and money intersect.

Think: onboarding processes that uncover family dynamics from day one.

Meeting structures that naturally create deeper client engagement.

Training programs that build your team's confidence with complex situations.

This isn't just about handling difficult moments - it's about building a firm where behavioral awareness becomes your competitive advantage.

Where your team feels equipped, your clients feel truly understood, and your practice naturally differentiates itself in the market.

Because when you integrate financial psychology at the firm level, you're not just changing conversations, you're changing outcomes.

I'm Ashley, helping firms go beyond the plan by design, not by accident.”

08/15/2025

What if the key to deeper client relationships isn't in your financial planning software, but in understanding what creates genuine meaning in your clients' lives?

That's exactly what my latest conversation with Dr. Daniel Crosby explores.
As a psychologist and behavioral finance expert, Daniel brings a fascinating perspective on why financial success alone doesn't create life satisfaction - and how advisors can bridge that gap.

His approach isn't about adding more complexity to your planning process. Instead, he shows how understanding three simple ingredients of meaning can transform every client conversation you have.

We dove deep into new research on what makes life fulfilling, explored why recent retirees often struggle despite financial security, and discussed how behavioral coaching adds seven times more value than technical skills.

One of my takeaways was Daniel's perspective for helping clients move from "freedom from" to "freedom to" thinking. This framework is a MUST, not only when it comes to retirement, but also when clients feel stuck in their decision making.

I'm so grateful Daniel shared his expertise with our community, but more over, I’m grateful for the groundwork he has laid in this space.

🎧 Full episode: Planning & Beyond - How to Help Clients Create Meaning & Purpose in Their Financial Lives.

https://podcasts.apple.com/us/podcast/planning-beyond/id1755265340?i=1000721941795

08/14/2025

Keep alert for these words 👀

And here's how to react if you hear them.