Podcast Planning & Beyond®

29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere	Planning & Beyond®	34:14
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response	Planning & Beyond®	42:44
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology	Planning & Beyond®	37:17
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle	Planning & Beyond®	42:29
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran	Planning & Beyond®	45:35
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek	Planning & Beyond®	41:09
23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree	Planning & Beyond®	48:41
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman	Planning & Beyond®	40:17
21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota	Planning & Beyond®	39:54
20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols	Planning & Beyond®	38:08
19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall	Planning & Beyond®	37:16
18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs	Planning & Beyond®	48:01
17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen	Planning & Beyond®	43:08
16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup	Planning & Beyond®	41:13
15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam	Planning & Beyond®	39:35
14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung	Planning & Beyond®	37:52
13. How to Handle Burnout as an Advisor with Neil Bage	Planning & Beyond®	46:35
12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve	Planning & Beyond®	48:54
11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw	Planning & Beyond®	46:52
10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell	Planning & Beyond®	58:29
9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier	Planning & Beyond®	49:32
8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett	Planning & Beyond®	37:47
7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett	Planning & Beyond®	39:50
6. The Path to Funded Contentment with Brian Portnoy	Planning & Beyond®	35:57
5. Considerations for Integrating Financial Psychology into Practice	Planning & Beyond®	24:01
4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz	Planning & Beyond®	35:02
3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz	Planning & Beyond®	30:39
2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz	Planning & Beyond®	29:56
1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme	Planning & Beyond®	13:07

29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere

Planning & Beyond®

34:14

28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response

Planning & Beyond®

42:44

27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology

Planning & Beyond®

37:17

26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle

Planning & Beyond®

42:29