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Beyond The Financial Plan w/ Ashley Quamme [173]
Manage episode 428354422 series 3558245
محتوای ارائه شده توسط Elements Technology, Inc. and Reese Harper. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Elements Technology, Inc. and Reese Harper یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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
203 قسمت
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