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Beyond The Financial Plan w/ Ashley Quamme [173]
Manage episode 428354422 series 3558245
תוכן מסופק על ידי Elements Technology, Inc. and Reese Harper. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Elements Technology, Inc. and Reese Harper או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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 considerations including:
Making sure your curious enough to identify when an emotional thread may need to be pulled.
Why advisor may not need to be the person that navigates the emotional side of money, but why advisors should have someone available to navigate that job
And the importance of advisors doing their own work with a behavioral specialist so they can be aware of their own emotional reactions to money
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