• Psychology and Taxes with Ashley Quamme Ep.63

  • Apr 15 2024
  • Durée: 30 min
  • Podcast
Page de couverture de Psychology and Taxes with Ashley Quamme Ep.63

Psychology and Taxes with Ashley Quamme Ep.63

  • Résumé

  • This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a different angle for improving your tax and financial planning skills. This interview was originally recorded on Steven's podcast for Financial Advisors.

    https://zurl.co/LTwG

    Voir plus Voir moins

Ce que les auditeurs disent de Psychology and Taxes with Ashley Quamme Ep.63

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.