Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme

59:35
 
Share
 

Manage episode 462275661 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings?

In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our client relationships without it coming across as weird or jarring.

And, if you’re one of those advisors that is worried about AI taking over you job, this is where you can use your humanity to differentiate yourself.

In this episode we cover:

  • What IS behavioral finance and how do we make it not feel too ‘woo woo’
  • What language do we use and where do we use it?
  • What kinds of questions can we ask to get into deep conversations with our clients?
  • Does it ACTUALLY improve the quality of financial advice we are delivering?
  • And, so much more!

-----------------------

Audience Connection
Discover how top storytellers build content that connects and converts. Follow us!
Listen on: Apple Podcasts Spotify

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

  continue reading

Chapters

1. 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme (00:00:00)

2. [Ad] Audience Connection (00:09:06)

3. (Cont.) 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme (00:09:54)

271 episodes

Artwork
iconShare
 
Manage episode 462275661 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings?

In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our client relationships without it coming across as weird or jarring.

And, if you’re one of those advisors that is worried about AI taking over you job, this is where you can use your humanity to differentiate yourself.

In this episode we cover:

  • What IS behavioral finance and how do we make it not feel too ‘woo woo’
  • What language do we use and where do we use it?
  • What kinds of questions can we ask to get into deep conversations with our clients?
  • Does it ACTUALLY improve the quality of financial advice we are delivering?
  • And, so much more!

-----------------------

Audience Connection
Discover how top storytellers build content that connects and converts. Follow us!
Listen on: Apple Podcasts Spotify

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

  continue reading

Chapters

1. 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme (00:00:00)

2. [Ad] Audience Connection (00:09:06)

3. (Cont.) 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme (00:09:54)

271 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play