Beyond the Plan®

Financial psychology and behavioral finance for financial advisors: practical conversation strategies for the meetings and moments that matter most.

A client won’t sell the stock their father left them. An anxious call comes in the day the market drops. A client arrives with advice from ChatGPT. The plan is ready, but the conversation makes it work.

We’re Ashley Quamme and Meg Lurtz of Beyond the Plan®. We bring financial psychology, financial therapy, and behavioral finance into advisory firms as communication skills advisors use with real clients.

Each month, you’ll find:

- Topic explainers on behavioral biases and client emotions
- Strategies for client discovery, couples and family money, life transitions, and difficult conversations
- A look at how we work with firms, from Fractional Chief Behavioral Officer services to Advisor Skill School

Book a Connection Call, visit our website, and subscribe!