Episode Summary |

In this conversation, Emily Bouchard and Ashley Quamme explore the intersection of emotional well-being and financial decision-making. Ashley shares her journey from marriage and family therapy to financial therapy, emphasizing the importance of integrating emotional support into financial services. They discuss the role of behavioral officers in financial advisory firms, the complexities of family dynamics, especially in blended families, and the challenges advisors face navigating these conversations. The discussion highlights the need for collaboration among financial professionals to better serve clients and foster trust within family systems.

Chapters |

00:00 Introduction to Wealth Coherence and Emotional Finance

05:07 Ashley Quamme's Journey into Financial Therapy

10:33 The Role of Behavioral Officers in Financial Services

16:13 Navigating Family Dynamics and Financial Conversations

21:45 Blended Families and Estate Planning Challenges

27:35 Overcoming Resistance in Financial Advisory Relationships

Guest Bio |

Ashley Quamme is recognized as a leading voice in financial psychology, with nearly 15 years of experience at the intersection of human behavior and money. Trained as a Licensed Marriage and Family Therapist and Certified Financial Behavior Specialist®, her work has been shaped by a deep understanding of how emotions, relationships, and biases influence financial decision-making.

Her expertise has been sought by advisory firms, financial institutions, and professional organizations across North America, where she has guided advisors and leaders in embedding behavioral insights into their systems, conversations, and client strategies. Known for bridging the gap between technical advice and human behavior, Ashley’s approach has been instrumental in transforming client experiences, advisor confidence, and firm-wide impact.

Her work has been featured on leading podcasts, industry conferences, and corporate trainings, where she is consistently recognized for making complex behavioral science both practical and actionable.

Guest Resources |

https://www.linkedin.com/in/ashley-quamme/

https://www.beyondthefp.com

https://www.instagram.com/beyondthefp/

https://www.planningandbeyond.com/

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/