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Ashley Quamme is the Founding father of Past The Plan, a consulting agency based mostly out of Georgia that provides a Fractional Monetary Behavioral Officer service, together with consulting and coaching to advisory companies for brand spanking new or current purchasers. What units Ashley aside is her experience in psychology and {couples} remedy, which permits her to help purchasers in managing their monetary relationships and likewise equips advisors with methods to beat shopper obstacles.
Pay attention in as Ashley shares insights into her work with advisory companies and her distinctive strategy to understanding monetary behaviors and biases. You may learn the way this has been instrumental in advising on difficult shopper conditions, the ups and downs she skilled launching a consulting follow throughout the COVID-19 pandemic, and the instruments she makes use of to boost purchasers’ self-awareness relating to their cash mindset.
For present notes and extra go to: https://www.kitces.com/381
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