Ashley Quamme, LMFT, FBS®, CFT-I™️

So many great thoughts here on the @Experian #CreditChat

Thanks for letting me hang out!

A2: Numbers matter, but so do your values! Align your savings strategy with your values.

What a crew!

A1: I highly encourage clients to begin thinking seriously and planning for retirement when they are 3-5 years out. This type of runway allows for any technical planning considerations but also for clients to begin envisioning what type of lifestyle they want. #CreditChat

What if I told you that the phrase "This should be doable" might be sabotaging your client relationships? 😬
Even when you're mathematically correct, these innocent words could trigger clients who carry financial shame and shut down progress completely.

"I should be good with money" vs. "I am bad with money."

These statements sound similar, but they represent completely different emotional barriers that may be blocking your clients' progress.

Ever notice how uncomfortable silence can be in client meetings? That discomfort might be your greatest untapped advantage.

Ever notice how uncomfortable silence can be in client meetings? That discomfort might be your greatest untapped advantage.

Did you know 90% of women will be solely responsible for finances at some point in their lives? One of the common areas where this shows up is in widowhood. Working with clients, I've seen how grief creates unique barriers to financial decision-making.

"Why won't my multi-millionaire client spend their money?" - Advisor

The answer might surprise you. 👀

In my conversation with Rahkim Sabree, he shared a counterintuitive truth: wealthy clients may experience financial trauma MORE intensely than those struggling financially.

📢 The blind spot in working with women post-divorce

"If you bring that future-oriented male perspective to a relationship with a woman client and don't listen, you're not going to hear what they need."
😳😳

Can’t wait to go this week!!! Hurry up Saturday!

🔍 When the data tells a different story: Women's financial behavior post-divorce.

During Women's History Month, I'm reflecting on how we communicate about investments with female financial decision-makers. This insight from Tanya Nichols on my latest podcast episode really struck me:

Why Do Couples Struggle to Talk About Money?

In the 15 years I’ve worked with couples, I can tell you that talking about money isn’t just about numbers—it’s about everything we often don’t see that sits below the waters.

The skills of MI are open-ended questions, prompts, affirmations, reflections, and summaries..." - Derek Hagen

When do these skills actually come into play during client meetings?

Let's break down the real-world application:

Whew! That's a wrap on DC! 🏛️

Thank you @FPANationalCap for allowing me to share

And a special shout out to Rob on the second row for allowing me to use his client example throughout the presentation...and making me laugh, throwing me off my game. 🤪 Rob! You are a gem.

Pet peeve:

People who refer to the weather as “bipolar”

😤

There’s a shift happening in financial planning. A shift that's reshaping how advisors serve clients. From the early days of investment management to comprehensive planning and now more recently to holistic or life planning, there is an evolution emerging.

Send help. My front steps are covered.