Ashley Quamme Email and Phone Number
Are you a financial planner or advisor looking to enhance your practice by incorporating financial psychology and client psychology? Look no further, because I am here to help you achieve your goals!I am Ashley Quamme, a Financial Behavior Specialist with almost 15 years of experience as a Licensed Marriage and Family Therapist. My passion lies in helping financial planners, advisors, and small-mid size financial advisory firms incorporate the principles of financial psychology, client psychology, and behavioral finance into their practice. I specialize in working with RIAs who want to navigate difficult conversations with clients, increase their close rate ratio for prospects, and improve client follow-through and retention.With my background in couples and family therapy, I bring a unique perspective to the financial industry. I hold a Certified Financial Behavior Specialist® designation, as well as a Certified Financial Therapist-Level I™ Practitioner certification. My expertise lies in understanding the emotions and thoughts behind why clients respond and make financial decisions, helping you gain a deeper understanding of your clients' money mindset. I also provide training, consultation, and coaching to help you integrate these skills into your practice seamlessly.As the Founder of The Wealthy Marriage, a global group practice that provides financial therapy and coaching to couples, I have helped numerous individuals and families improve their financial well-being and strengthen their relationships. Additionally, I am the Founder of Beyond the Plan™, a platform dedicated to empowering financial professionals with the tools and knowledge to create meaningful client experiences.If you are ready to take your financial planning or advisory practice to the next level, I invite you to connect with me. Together, we can enhance your skills, improve client outcomes, and create a practice that truly understands and supports your clients' financial behavior. Let's embark on this journey of growth and success together!
Beyond The Plan™️
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Podcast Host Of Planning & BeyondBeyond The Plan™️ Jul 2024 - PresentAugusta, Georgia, United StatesA podcast by a therapist, for financial advisors...that focuses on the intersection of psychology and financial planning. Through expert guest interviews from across the globe, we’ll explore insights, research, and implementation practices to help you with financial planning…and beyond. Check us out on Apple Podcasts and Spotify OR at www.planningandbeyond.com -
Fractional Financial Behavioral OfficerBeyond The Plan™️ Mar 2022 - PresentAugusta, Georgia, United StatesConsulting, Training, and Continuing Education for Financial Planners and Firms. As a Financial Planner, learning to do the relationship side of planning is just as important as knowing the numbers. My role is to come alongside you or your firm and provide the consulting and training to help ensure that your clients stay in it for the long haul. Email me: ashley@bamfcc.com Website: www.bamfcc.com -
Teacher & Speaker - Relationship & Communication MasterFinancial Behavior Keynote Group Jun 2023 - PresentFinancial Behavior Keynote Group offers live and on-demand webinars for continuing education credits for financial professionals. These webinars will focus on ground-breaking research in financial behavior and teach you direct application of how to incorporate this with your clients.Along with providing continuing education webinars, FBKG is a full service keynote speaking and consulting team. Their work caters to the financial planning, coaching, counseling, and therapy professions. -
Couples & Financial TherapistThe Wealthy Marriage Jul 2014 - PresentEvans, GeorgiaOwner of The Wealthy Marriage group practice. Providing couples & financial therapy along with financial coaching services to clients. Collaboratively works with financial advisors to help clients achieve optimal financial health. -
Lead Therapist For Outpatient ServicesLighthouse Care Center Of Augusta Jun 2013 - Aug 2014Augusta, Georgia, United StatesTo provide clinical oversight to therapists on all cases ensuring those cases are appropriately staffed and service needs are met. Ensure all service notes are billable, timely, complete, and thorough within billing date. Assists with external audits when needed such as APS, ORS, CARF, JCAHO. Conduct individual, group, crisis, and family therapy to case load as assigned. -
Prtf TherapistLighthouse Care Center Of Augusta Feb 2012 - Jun 2013Augusta, Ga
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Social Services AssistantUs Army Dec 2010 - Dec 2011Seoul, South KoreaProvide psychoeducation group services for service members who have been diagnosed as Alcohol Dependent.
Ashley Quamme Education Details
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Financial Therapy -
Marriage And Family Thearpy -
Psychology
Frequently Asked Questions about Ashley Quamme
What company does Ashley Quamme work for?
Ashley Quamme works for Beyond The Plan™️
What is Ashley Quamme's role at the current company?
Ashley Quamme's current role is Fractional Financial Behavior Officer for Firms 💻 | Speaker 🗣️ | Host of Planning & Beyond 🎙️.
What schools did Ashley Quamme attend?
Ashley Quamme attended Kansas State University, Valdosta State University, Appalachian State University.
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