“Delivering good financial advice is really just table stakes.” (20:24)

“I grew up around money… but I was never interested in money at all. I was interested in people.” (1:28)

“They don’t teach therapists how to navigate couples arguing about money.” (5:02)

“So I typed into Google: how do you help couples who are fighting about money? … Financial therapy came up… and I just followed that breadcrumb trail.” (5:31)

“Advisors kept asking: my clients are very anxious, what do I say to them?” (7:20)

Today’s guest proves that some of the most important roles in financial advice didn’t even exist a few years ago.

Ashley Quamme, founder of Beyond the Plan, didn’t start in finance. She actually avoided it, despite growing up with a CPA as a parent. Instead, she studied psychology, sociology, and relationships, eventually becoming a marriage and family therapist working with couples for over a decade.

But one theme kept showing up, money fights that weren’t really about money. They were about fear, control, history, and misalignment. And neither therapists nor financial advisors were trained to handle them.

So Ashley discovered financial therapy, got certified, and carved out a new lane. Today, she works alongside advisory firms as part of the client team. Helping advisors navigate emotions, relationship dynamics, and anxiety that block great plans.

It all started with one LinkedIn post and a willingness to build in public. Go listen to how she’s creating a new lane in financial advice, and why delivering good financial advice is just table stakes.

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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.

Hosted by ⁠⁠⁠⁠⁠Conner Young⁠⁠⁠⁠⁠, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.

Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.

We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.

Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.