Implementing financial psychology to support the human side of financial planning.
Partner with a Fractional Chief Behavioral Officer and understand why your clients Think. Feel. Do.™
Do you feel equipped to handle the emotional side of financial planning?
When clients face life’s biggest financial decisions, it’s not just about the numbers—it’s about their fears, emotions, and family dynamics. A Fractional Chief Behavioral Officer can help you navigate these complex client emotions and turn difficult conversations into opportunities for deeper connection.
When a client’s emotions start to take over during a high-stakes financial decision?
Navigating sensitive family dynamics that impact estate planning or wealth transfers?
When a client’s money mindset is blocking them from taking action on your advice?
We help you support the full ecosystem so you can level up!
Client Support:
Helping clients name what matters, navigate emotion, and act on their plans.
Advisor Support:
Providing real-time behavioral consultation and emotional fluency tools to use in client interactions.
Firm Support:
Embedding behavioral insight into your systems, training, and planning process to create scalable, human-centered service.
The single most impactful decision we've made to level up our service was hiring Beyond the Plan® as our Fractional Chief Behavioral Officer.
Emily Rassam
Partner at Archer Investment Management
Meet Ashley Quamme
Our founder and your Fractional Chief Behavioral Officer
“As a therapist and Certified Financial Behavior Specialist®, I've learned something fascinating: It's rarely about the numbers - so we need to go deeper. My background as an Licensed Marriage and Family therapist (LMFT) gives me a unique perspective, allowing be to help advisors tackle complex issues while empowering them to serve their clients in ways that go far beyond numbers.”
Frequently Asked Questions
-
A: A Fractional Chief Behavioral Officer operates across three critical dimensions within advisory firms: client-facing, advisor-facing, and firm facing responsibilities all aimed to helps financial advisors navigate client emotions, behavioral biases, and sensitive financial conversations. By integrating psychology into financial planning, they help advisors strengthen client relationships, improve decision-making, and enhance overall client satisfaction.
-
A: Financial psychology helps advisors understand the emotions and behaviors that drive client decisions. By incorporating behavioral insights into your practice, you can foster deeper trust, guide clients through financial transitions, and improve their long-term financial outcomes.
-
A: Your clients gain greater clarity, confidence, and emotional support when making financial decisions. A specialist helps clients navigate difficult topics like wealth transfers, financial infidelity, and generational planning, leading to more productive and meaningful financial discussions.
