Beyond The Financial Plan w/ Ashley Quamme [173]

Elementality for Financial Advisors | Elements Financial Vitals System™

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39:50

The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…

рік тому 34:51

MP3•Головна епізоду

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

239 епізодів

Beyond The Financial Plan w/ Ashley Quamme [173]

Elementality for Financial Advisors | Elements Financial Vitals System™

published рік тому

Поширити

MP3•Головна епізоду

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

239 епізодів

Усі епізоди

Elementality for Financial Advisors | Elements Financial Vitals System™

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Elementality for Financial Advisors | Elements Financial Vitals System™

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