Ashley Quamme sits at the intersection of financial planning and financial psychology, bringing over 15 years of experience as a Licensed Marriage and Family Therapist combined with her expertise as a Certified Financial Therapist™ and Financial Behavior Specialist®. As a Chief Behavioral Officer for advisory firms and host of the Planning & Beyond® podcast, Ashley bridges the gap between technical financial expertise and the human elements that drive client success. Her Beyond the Plan® approach helps advisors move from managing wealth to transforming lives.
“Ashley is an invaluable resource and provided great behavioral insights for FPAC’s members on a recent educational webinar (The Financial Planning Association of Canada). Her dedication to assist financial professionals in navigating the complexities of client psychology is unparalleled.”
“Ashley engages audiences with passion and excitement about how therapy concepts dramatically improve financial planning conversations. As a speaker, she uses relatable stories to help people connect the dots in impactful ways.”
“Ashley is an invaluable resource and provided great behavioral insights for FPAC’s members on a recent educational webinar (The Financial Planning Association of Canada). Her dedication to assist financial professionals in navigating the complexities of client psychology is unparalleled.”
Speaking Fee Range: $8,000-$10,000
Varies based on location, format, and customization.
As the advisory profession transforms, the true competitive edge is no longer technical expertise but the human capabilities AI cannot replicate. This presentation introduces the seven relational competencies that elevate advisors from good to extraordinary. Rooted in financial psychology and behavioral science, the framework clarifies which skills matter most, when to use them, and what mastery looks like. Attendees learn how to navigate client emotions, build trust through life transitions, and strengthen multi-generational relationships. Whether you’re deepening personal impact or leading a firm, this session offers a clear pathway to developing the relational intelligence that defines an irreplaceable advisor.
As technology automates analysis and portfolio management, client experience has become the true differentiator—but most firms misunderstand what actually shapes it. This presentation reveals why more touchpoints or better tools rarely move the needle. Rooted in financial psychology and behavioral science, it uncovers how extraordinary client experience is created in the emotional moments where clients feel understood, valued, and supported. Attendees learn to apply the five domains of human flourishing, make small behavioral shifts that deepen trust, and design a relationally intelligent client journey. The result is a client experience no technology can replicate—and a firm advantage competitors cannot match.
In today’s complex financial landscape, the ability to navigate difficult conversations with empathy and professionalism is what separates good advisors from great ones. This presentation focuses on teaching participants specific conversation skills to use when clients share or bring up sensitive topics such as divorce, death, mental health issues, medical issues, and more. Through a blend of theoretical knowledge and practical tools, participants will develop a response and follow-up plan that turns sensitive moments into opportunities for strengthening the client relationship.
