Best Ashley Quamme Podcasts (2024)

1
How Behavioral Financial Planning Results in Deeper Client Relationships with Ashley Quamme 33:31

1d ago33:31

33:31

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 o…

1
Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

2d ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…

1
Exploring the Human Side of Financial Planning with Ashley Quamme (Ep. 193) 25:52

3d ago25:52

25:52

Curious about the human side of financial planning and how it can transform relationships? This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors…

1
1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme 13:07

11d ago13:07

13:07

Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions …

1
The Secrets Behind The Time to Win with Jay Bear (Ep. 196) 36:17

1h ago36:17

36:17

Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand? Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience. Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influ…

1
How Sonja Ecklund Built a Highly Engaged Email List for Her Financial Coaching Business 33:08

3h ago33:08

33:08

In this episode of The Finance Marketing Podcast, Hillary sits down with Sonja Ecklund, Owner of Sonja Ecklund Coaching and Consulting. Sonja is a board-certified health and wellness coach, a financial social work coach, and a learning and development consultant with over 12 years of experience. During their conversation, Sonja shares her journey o…

1
Manage Your Firm & Clients Incrementally [175] 33:49

3h ago33:49

33:49

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…

1
Building Winning Teams: The Secrets Behind Top Hockey Programs with Matt Dumouchelle (Ep. 195) 43:54

11h ago43:54

43:54

Have you ever wondered what really separates elite hockey programs from your local community team? Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies. Matt shares insights from researching to…

1
Building a Stand-Out Brand Based on Core Philosophies and Client Stories with Ryan Canfield 35:04

9h ago35:04

35:04

In this episode of The Finance Marketing Podcast, Hillary sits down with Ryan Canfield, Founder and President of Victus Wealth Management, to explore how personal philosophies and client stories can work together to shape a powerful brand identity. Ryan shares his journey from aspiring Wall Street professional to a dedicated financial advisor, driv…

1
3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz 30:39

18h ago30:39

30:39

Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactio…

1
Plan For Now, Not The Future [174] 9:49

1h ago9:49

9:49

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…

1
Visualizing Your Financial Future with Asset-Map's Adam Holt (Ep. 194) 33:20

16m ago33:20

33:20

Did you know that the average household owns 25 different financial instruments? How many do you have, and do you know how they all fit together? Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial pl…

1
Triple Tax Advantage Ep.69 19:02

1h ago19:02

19:02

In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing in and using an HSA, the guys also cover some more unique situations that come up with HSAs. In particular they give you the run …

1
Building a Successful Financial Coaching Business From the Ground Up with Lacey Langford 45:54

16d ago45:54

45:54

In this episode of The Finance Marketing Podcast, Hillary sits down with Lacey Langford, Founder of MILMO and MilMoneyCon. Lacey is a financial coach specializing in helping the military community with their finances. During this conversation, Lacey shares her journey from being a military spouse with the need for a transient career to establishing…

1
Don't Miss Your Client's Emotional Threads [172] 9:15

27d ago9:15

9:15

Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an …

1
2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz 29:56

10d ago29:56

29:56

How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships. Explore …

1
How to Travel the World for Less: Tips from Lee Huffman (Ep. 192) 36:45

10d ago36:45

36:45

Do you want to travel more but spend less? Join Larry as he sits down with Lee Huffman, the mastermind behind BaldThoughts and host of the We Travel There podcast! Lee shares his top travel tips from how to maximize travel rewards to advice for aspiring content creators. Follow along to learn how Lee transitioned from corporate finance to becoming …

1
IRS Dirty Dozen Ep.68 18:50

12d ago18:50

18:50

Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just make you aware. Steven and Ben share insight on what's out there and what you can do to help protect yourself from bad actors and …

1
Writing Impactful Thought Leadership Books with Book Ghostwriter and Strategist Allegra Cook 32:10

28d ago32:10

32:10

In this episode of The Finance Marketing Podcast, Hillary chats with Allegra Cook, a book ghostwriter and strategist who helps entrepreneurs, consultants, and coaches write impactful thought leadership books. Allegra emphasizes the importance of storytelling and audience building in creating a successful book that stands out from the crowd. Tune in…

1
Focus Only On Foundational Behaviors w/ Joshua Humada [171] 23:51

16d ago23:51

23:51

Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…

1
Crafting Your Legacy: Essential Tips for Protecting Your Family's Future with Brian Tully (Ep. 191) 36:56

18d ago36:56

36:56

Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms. Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualifica…

1
Mastering the Power of Video Marketing for Financial Advisors with Niki Clark 33:15

22d ago33:15

33:15

In this episode of The Finance Marketing Podcast, we dive deep into video marketing with the brilliant Niki Clark, a seasoned finance marketer and marketing strategist. Niki helps financial advisors build brand awareness and thought leadership through effective and engaging marketing strategies. Niki and Hillary chat about the benefits of video mar…

1
Do These 2 Things Before You Do A Financial Plan [170] 12:04

30d ago12:04

12:04

Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…

1
Unstoppable Grit: Breaking Through Roadblocks and Overcoming Burnout with Danielle Cobo, Episode #190 34:49

25d ago34:49

34:49

Danielle Cobo spent 15 years in corporate America working in the medical device industry at a Fortune 500 company. The company she worked for was acquired and the culture changed drastically. She left the company she thought she’d retire with. Danielle lost her mother unexpectedly and shortly after, the world shut down due to covid. She felt like h…

1
Your questions answered Ep.67 20:20

29d ago20:20

20:20

Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situations along with broader insight that will benefit everyone listening in. Stay tuned to the end as Steven and Ben talk about tax filin…

1
How Nitty Gritty Niching Results in Engaged Online Communities with Michael Collison 40:10

2M ago40:10

40:10

In this episode of The Finance Marketing Podcast, host Hillary sits down with Michael Collison, a financial coach specializing in the FIRE (Financial Independence, Retire Early) movement. Michael shares his journey from a 40-year career in software development to becoming a financial coach, and how his personal experiences with budgeting and invest…

1
What Is Financial Orientation? w/ Brandon Galici [169] 38:41

1M ago38:41

38:41

In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…

1
From Side Hustle to Wellness Empire: An Inspiring Conversation with Sam Tejada, Episode #189 34:22

1M ago34:22

34:22

Sam Tejada is the President and Founder of LIQUIVIDA®. He’s also a former paramedic firefighter revolutionizing the healthcare industry with his personalized approach to modern wellness. LIQUIVIDA® is a multi-million dollar company with franchise locations throughout the US. Sam developed the concept, combining his medical background and a deep des…

1
How To Build A Marketing Strategy w/ Jeff & Abby [168] 39:36

2M ago39:36

39:36

To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the fou…

1
Taking Risks for the Win with Shukri Wrights, Episode #188 39:28

1M ago39:28

39:28

Shukri Wrights fell in love with the New York Yankees and started listening to sports talk radio at just seven years old. In 2015, he moved to Boston to pursue his dream to be a sports radio host and broadcaster. He got a chance to host his own sports radio show called “The Shukri Wrights Show.” In March 2020, he launched a podcast, “The Shukri Wri…

1
Building Influence and Connections Through Podcasting with Podcast Expert Matt Halloran 30:57

2M ago30:57

30:57

In this episode of The Finance Marketing Podcast, host Hillary sits down with Matt Halloran, co-founder of ProudMouth and a renowned expert in financial advisor marketing. Matt shares his wealth of knowledge on the transformative power of podcasting for financial professionals. He delves into the unique intimacy of podcasting as a marketing tool, t…

1
It's on my return, but what does it mean? Ep.66 19:36

2M ago19:36

19:36

Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like …

1
Aligning Your Marketing and Sales Efforts with Jackson Larimer 31:25

2M ago31:25

31:25

In this episode of The Finance Marketing Podcast, Hillary sits down with Jackson Larimer, financial coach and founder of Lemonade Stand Financial. Jackson shares his journey from working in tech sales to launching his own financial coaching business, where he helps young couples and individuals manage their money with confidence. With a focus on al…

1
Financial Coach Vs. Financial Planner w/ Taylor Westergard [167] 33:23

2M ago33:23

33:23

In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference between a financial coach and a financial advisor, speci…

1
Modern Frugality with Jen Smith, Co-host of Frugal Friends Podcast, Episode #187 34:40

2M ago34:40

34:40

Jen Smith is a personal finance expert and the co-host of the top-rated Frugal Friends Podcast. After she graduated from college, she and her husband buckled down and paid off $78,000 of debt in just two years. They also made extreme lifestyle shifts that she doesn’t recommend anymore. She tried to side-hustle her way out of debt. She stopped spend…

1
Everything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian Thorp 38:07

2M ago38:07

38:07

In this episode of The Finance Marketing Podcast, Hillary is joined by Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advi…

1
Understanding Client Spending w/ Erik Baskin [166] 34:09

2M ago34:09

34:09

In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.…

1
Naked and Afraid to Entrepreneurship: EJ Snyder's Journey Unveiled, Episode #186 35:12

2M ago35:12

35:12

EJ Snyder is an extreme survivalist, adventurer, and 25-year Army combat vet. But he is most well-known as a Survivalist and the TV Host on the Hit TV Series "Naked And Afraid." He survived 206 Days and NO TAPS! He also hosts Dual Survival and Mountain Masters. EJ was in the US Army and is a highly decorated Army Combat Veteran with 25 years of mil…

1
Expand Your Reach: The Power of Multi-Pronged Marketing Strategies with Larry Sprung 36:32

3M ago36:32

36:32

In this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, a devoted husband, father, entrepreneur, author, and mental health advocate. Larry is the founder and wealth advisor at Mitlin Financial, Inc®, author of Amazon Bestselling book Financial Planning Made Personal and the host of the Mitlin Money Mindset® podcast. D…

1
6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165] 32:33

2M ago32:33

32:33

In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts. These tips include: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay to…

1
Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185 35:53

3M ago35:53

35:53

Kevin Espiritu is the founder and CEO of Epic Gardening. As a self-taught gardener, Espiritu has spent over a decade producing educational gardening content across YouTube, TikTok, Instagram, Facebook, The Beet Podcast, and the Epic Gardening blog. It was all in service of a simple mission: teach the world to grow. Epic Gardening has amassed over 1…

1
I haven't filed my taxes...now what? Ep.65 18:33

2M ago18:33

18:33

In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your…

1
On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie Hales 37:39

3M ago37:39

37:39

This week on The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in advisor marketing. In this conversation, Natalie dives into the significance of finding and defining the right niche for financial advisors. She discusses how niching can dramatically enhance client acquisition and overall business p…

1
Unlock Growth By Serving The Underserved w/ Michael Kitces [164] 1:01:41

3M ago1:01:41

1:01:41

In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth. Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like …

1
Takeoff with Preston Holland of FLYING Finance, Episode #184 37:04

3M ago37:04

37:04

Preston Holland is the Chief Commercial Officer at FLYING Finance. FLYING Finance is an aviation finance company that helps buyers and fractional owners of airplanes secure traditional or creative financing for personal and private aviation. Preston has a deep understanding of the aviation industry and a commitment to making dreams take flight. Pre…

1
Marketing In Your First Year of Business with Jillian Knight 31:56

3M ago31:56

31:56

In this episode of The Finance Marketing Podcast, Hillary sits down with Financial Therapist Jillian Knight to discuss what it's been like marketing herself in her first year of business, how she's set and reached goals for herself, and where she's learning to put her energy as she brings on more and more clients. Connect with Jillian: Website: Her…

1
Delivering Value To Clients Sooner w/ Abby Morton 31:01

3M ago31:01

31:01

In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value. Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver …

1
What the heck is "tax resolution"? with Kristine Stevenson Ep. 64 28:55

3M ago28:55

28:55

In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…

1
The Dancing Ump of the Savannah Bananas, Episode #183 33:46

2M ago33:46

33:46

Vincent "Vinny" Chapman is known around the world as “The Dancing Umpire.” Vinny started umpiring baseball during his sophomore year in high school. As a former player from t-ball to the high school ranks, Vincent's first game as an umpire was a little league game in Atlanta, TX. He viewed umpiring as a way to continue to be part of the game he enj…

1
Optimizing Your LinkedIn Presence with LinkedIn Expert Tiffany Sattler 38:17

3M ago38:17

38:17

In this episode of The Finance Marketing Podcast, host Hillary sits down with LinkedIn marketing expert Tiffany Sattler to talk about how to optimize your LinkedIn profile and posting strategy to reach your goals. Connect with Tiffany on LinkedIn. To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subsc…

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Ashley Quamme Podcasts

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