From winning your client over to keeping them for the long-term, it all comes down to understanding human behavior and psychology, we need to earn and  keep their trust.  That begins with marketing but it doesn’t end once you land the client.  

From marketing to client retention, it’s all a human first approach, a relationship first approach. And relationship require understanding of both sides.  

We not only need to understand our client’s biases but our own so we don’t get stuck in our ways, with both marketing and client relationships, it requires flexibility.

We don’t want you to miss any opportunities in winning, and keeping clients, so Ashley and I are diving into the psychology behind it all and how we became so passionate about the topic.  

Ashley is the Owner and Founder of Beyond the Plan™, a consulting practice that partners with firms to help advisors understand how their clients think, feel, and do money. As a therapist and financial behavior specialist, Ashley partners with advisory firms as their Financial Behavior Officer.  providing client consultation, advisor coaching & training, facilitation & co-facilitation of client meetings, and onboarding assessments. Apart from helping firms to differentiate their services, Ashley’s main priority is helping firms improve their clients’ overall wellbeing. 

In addition to her work with advisory firms, she is a speaker and teacher for Financial Behavior Keynote Group. She provides webinars, breakout sessions, and keynote presentations geared towards financial professionals. 

Find Ashley online at:

1. Twitter: https://twitter.com/bamconsults
2. LinkedIn: https://www.linkedin.com/in/ashley-quamme
3. Beyond the Plan website: www.beyondthefp.com
4. Email: [email protected]

More about your host Lindsey Burda:

Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online.

With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing.

Find Lindsey online at the links below:

Website: burdamarketing.com

Instagram: https://www.instagram.com/burdamarketing

LinkedIn: www.linkedin.com/in/lindseyburda