Only Human
Learn how to stay irreplaceable in a world of AI. "Only Human" explores strategies for financial advisors to leverage their unique human edge and thrive alongside technology.
Only Human
Emotional Intelligence: Cultivating Human Connection in a Digital Age- Ashley Quamme
Licensed therapist and financial behavior specialist Ashley Quamme joins Yohance Harrison to unpack how emotional intelligence (EI) can be an advisor’s greatest asset. In a world increasingly influenced by artificial intelligence, this episode explores how empathy, self-awareness, and social skills help financial professionals build deeper client relationships. Discover practical tools like the NURSE framework, the difference between real and fake EI, and why therapy isn't just for the bad times. If you want to build trust, retain clients, and stay irreplaceable, this episode is a masterclass in human connection for advisors. #BehavioralFinance #EmotionalIntelligence #FinancialAdvisors
Ashley Quamme 0:00
There are a lot of key components that make up emotional intelligence, and some of those are around self awareness, you know, social skills. Right? Like, are you weird? Are you awkward?
Seth Harrison 0:20
You are tuned into the Only Human podcast, where financial advisors learn how to stay irreplaceable in a world of AI. Only Human explores strategies for advisors to leverage the unique human edge and thrive alongside technology. I'll be back later with some important announcements. Until then, here's your host, behavioral financial advisor Johans. Enjoy the show.
Yohance Harrison 0:51
Welcome to Only Human. It's your host, Johance Harrison. So happy to be with each and every one of you today as we dive deeper into to staying human advisors. We have to do it. We got to stay human in the world of technology. It is our humanity that separates us from the rest. Yes, we will lean on technology because we need technology, but it will not replace us. Say it with me. Never mind. You don't have to say it with me, but if you said it out loud. Thank you for saying that. I have with me today a new friend, Ashley Kwame. She is a licensed marriage family therapist. Is that right?
Ashley Quamme 1:28
Yeah, yeah, you got it. You got it.
Yohance Harrison 1:30
She is also. I got to read these. A certified financial therapist, a financial behavior specialist. So she's swimming in my lane here as a behavioral financial advisor. And we are going to have an amazing conversation discussing how as advisors, we get to focus on EI more than we focus on AI And I know it sounds like I'm seeing an old MacDonald, but we'll get into what those acronyms mean shortly. So, Ashley, welcome to the show.
Ashley Quamme 1:59
Thank you, Johance, for having me. So glad to be here.
Yohance Harrison 2:02
Indeed. So before we dive into our topic, can you give us a little bit of history of your journey into financial services and then how that just molded into therapy and basically being an advisor therapist, I guess that's what we could call you at this point.
Ashley Quamme 2:19
Sheriff. We'll go with that. Yeah, I'm okay. I'm okay with that. Yes. I started out, my home discipline is in the mental health space. So went to school for psychology, masters in marriage and family therapy. And, you know, very early on, like, high school, you know, Timeframe was always fascinated by relationships, just how they work. So not necessarily always romantic relationships, but just relationships in general. Like, why are some good, why are some not great? You know, what are the qualities or aspects of that? And, you know, simultaneously, like, why as humans, we do what we do? Like, why do we. My tagline. Think, feel, do. Right. Why do we think, feel, and do the way that we. We Do. I didn't have that, by the way, back in high school. College. Yeah, right. Yeah. Yeah. And maybe.
Yohance Harrison 3:11
I just had. I had do.
Yohance Harrison 3:14
I don't even think I was supposed to think much. It was just. Just do.
Ashley Quamme 3:17
Maybe think. Maybe think on some. On some days.
Yohance Harrison 3:21
No, it wasn't think. It was always. What were you thinking? Yeah, but I was. I was never prepared to think. First it was just go do it, and then. What were you thinking?
Ashley Quamme 3:23
What?
Ashley Quamme 3:30
That feels like a. That feels like a mama statement. Like, you know, the. What were you thinking? I don't know. But we won't go there. It's not about.
Yohance Harrison 3:36
You're not going to go there. So this is not my therapy session.
Ashley Quamme 3:38
Or is it? You know what? That's maybe. Maybe for a later recording, we can. We could do that.
Yohance Harrison 3:45
Oh, no, we're turning the recorder off for that, but.
Ashley Quamme 3:49
Okay. All right. You know, I was always just fascinated with relationships and, you know, academically decided to pursue that. Obviously that meant psychology. And then again, going into marriage and family therapy. And really the only way I thought I could, you know, help or do relationship discovery was through therapy. And so I was like, you know, I'm going to go the traditional therapist route. Graduated, you know,
Ashley Quamme 4:15
flew off to Korea. Clayton was in the army at the time. You know, did all kind of the typical mental health licensing and started my private practice in 2014
Ashley Quamme 4:26
and specialized really just in couples. Couples and blended families at the time. And, you know, money shows up in those relationships. I don't know if you know that, but money shows up.
Yohance Harrison 4:37
Money, Money, it. It tends to. It likes to hang around where people are.
Ashley Quamme 4:41
Have learned for sure. Right? Yeah. And I didn't really know how to. I didn't know how to navigate those spaces because, believe it or not, they do not teach us in our mental health programs how to work with the relational aspect of money. And so, like anyone who doesn't know what they're doing, I typed into Google therapeutic interventions for couples who are struggling with money. I mean, like verbatim, like, typed. Typed that in. And financial therapy came up. So, you know, that was 2018ish. And just kind of followed those breadcrumbs, you know, simultaneously was feeling really burnt out in my therapy work.
Ashley Quamme 5:27
Culminate culminated with COVID you know, happening too. And I just felt like I wanted to do something different, but not completely different. Going off the rails, you know, and totally different path. And so, you know, I found financial therapy, which then led to, hey, what if I could train advisors? Because my husband, as a cfp, you know, shared. Uh, and I kind of knew this, but they don't teach advisors how to do communication.
Yohance Harrison 5:59
Um, they do not. Like, we have to stumble upon it either. Either we figure it out or we don't. And those that don't, oh, it's really easy to pluck clients from those advisors. Show a little bit of empathy. And it's like, oh, take my money. All of it. Are you sure? You've been with your advisor for two weeks. He doesn't even know my wife's name. Okay.
Ashley Quamme 6:02
Right.
Ashley Quamme 6:07
Right, right.
Ashley Quamme 6:23
Take it. Like, oh, take it. Take it all. Yes. Yeah. Right. And like, that was astounding to me, you know, kind of learning that especially since the work that you guys do as advisors, I mean, it is deep. Like, it's just deep work and it's very intimate. And so anyway, you know, I was like, maybe I'll do some training. And then one day I just kind of had this great crazy thought and I was like, hey, as a therapist, like, what if I just worked inside of like advisory firms? Like, what would that look like? And you know, kind of explored that. And Johannes, that has just exploded in a very good way. And it's, you know, really kind of where I am now in that primarily, you know, I'm not practicing therapy any anymore. And I now full time work for and work within other advisor, other advisory firms. It's amazing.
Yohance Harrison 7:22
That's beautiful. And I love the natural journey that you had to arrive here. I mean, it's almost. I don't want to call it an accident because I feel that you're a very purposeful individual, but how you kind of fell into this role almost more by happenstance that then became purpose.
Ashley Quamme 7:45
Yeah, Yeah, I would, I would agree with that. Although, I don't know, like, my dad is a CPA. And my birthday is April 15th, so, you know, happens.
Yohance Harrison 7:51
Okay.
Yohance Harrison 7:57
Well, that's why you need therapy. I understand. I get it. So happy birthday, Ashley. I will now make sure that I text you on your birthday, please.
Ashley Quamme 8:02
Yeah. Yeah.
Ashley Quamme 8:07
Thank you. I did learn, you know, how to use that to my advantage. So please don't feel too bad for me. Okay. I did learn at an early age how to use that to my. To my advantage. But you know, in some ways, like, it's comical and it almost feels like maybe this is just where I was supposed to be all along and just didn't really. Just didn't really know it.
Yohance Harrison 8:31
Indeed. So thanks. Thank you for sharing with us your journey to where you are today. And I want to transition into our topic for today because I feel especially in the state of our economy, environment, the political environment, the things that are, that are happening to our industry as well, everything that's been happening with DEI rollbacks and all that fun stuff that it is causing a lot of individuals to be a bit more emotional than usual is what I'm finding. I'm finding that my meetings I'm having with clients, I'm spending a lot less time talking about numbers and a lot more times talking about ei. Ei, the emotional intelligence. And so less time even focus on the artificial intelligence. It's, it's. And, and I feel that if advisors, this is a great time for advisors to really hone in on their EI skills, emotional intelligence skills, and also an opportunity to teach some of those emotional intelligence skills to their clients as well to help build a common language for them to be able to speak. So, so, so with that, let's, let's just start with defining emotional intelligence. So can you share with us the, I guess, textbook definition? You would know that better than I of emotional intelligence?
Ashley Quamme 9:56
Yeah, explaining emotional intelligence. You know, there's really two parts here. There's the, you know, recognition, the ability to understand, to manage even to, I would say like express not only what's happening with inside of you, so your own emotions, like your own thoughts, but it's also the skill of being able to recognize, understand and respond to others as well. So you know, some people think that emotional intelligence is just understanding their own emotions and it's like two sides of the same coin. It's being able to understand, you know, manage and respond like to your own, but also to others as well?
Yohance Harrison 10:51
I, I could not agree more. Where do you find that advisors that want to learn about emotional intelligence, where do you find they need to begin their journey of understanding their own, their own ei?
Ashley Quamme 11:08
Well, okay, so there's the therapist answer and then I think that there's the answer that probably advisors likely would, would, would respond to. Okay, so my biased opinion is that therapy can be a great place to explore that. You know, the misconception that you have that in order to go to therapy something has to be quote, unquote wrong and like detrimentally like wrong is not true. We can go to therapy for self improvement to include understanding and increasing our own emotional intelligence. Now I get that's a bit drastic, but that is a place to start. And again, I'm biased. I think it's a wonderful place to start. You know, I agree.
Yohance Harrison 11:50
I'm with you. I I, I see, I have a therapist. I see my therapist regularly. There are times in my life where I see him more often than regularly. And it's been, it took me a while to
Yohance Harrison 12:06
come to terms with the fact that it was okay to see therapy, to see a therapist in the good times as well as in the bad. I always felt I treated therapy like a, a cast or a band aid. Yeah, my arm's broken. Let me go get it reset. I mean, wear this cast and eventually I don't need to wear the cast anymore.
Ashley Quamme 12:30
Yeah, yeah, I would say you're not alone. You're not alone. Look, some of the most profound sessions that I've had with, whether it's individuals or with couples, have actually been when they're in a good place, when nothing has been quote, unquote wrong. And some of that is because when you're not in a place of
Ashley Quamme 12:54
emotional dysregulation, when you're not in a state of stress, scarcity, survival mode, whatever you want to call it, you know, it allows for some really deep exploration. And so it's, you know, truly some of my, my best sessions have been when clients have been in a good state. And on the personal side too, some of the most profound connections I've made have been when I am in a, you know, really great place. So I think if advisors are wanting to learn about their own, own emotional intelligence and you're open to exploring some of that, how to fill that gap or, you know, therapy can be a great place with that. Apart from that, there are training programs out there. James Woodfall, who is over in the uk, I just had the pleasure of meeting him and he recently released a book, the Heart of Finance. I think I have that right. Yeah, the Heart of Finance. But he has a training program around raising your emotional intelligence. So these types of learning atmospheres are coming about more and more and specifically geared for advisors. Shaping wealth is another fantastic resource. And then there's just good old fashioned books like pick up a book and like read about it, you know, do some journaling as a result or, you know, or in conjunction there. So, you know, I think that there are a lot of different levels where advisors can start depending upon their comfortability or interest. And you know, I think what's more important is that they just start. It really doesn't matter where,
Ashley Quamme 14:41
just start somewhere.
Yohance Harrison 14:43
I agree, I agree. And there are lots of books. We'll put some links to some of my favorite books in the show. Notes that talk that lead and speak to emotional intelligence and another Shameless plug. Here, look at getting your behavioral financial advisor designation. Okay. That is one of the key components of behavioral financial advice is ei. EI for you, emotional intelligence for you, recognizing it in the client. And on that I'd like to, Ashley, if you will, can we talk about some of the things that emotional intelligence is not? Because I feel that we sometimes advisors think they have high EI because they go through some of these motions.
Yohance Harrison 15:30
You probably just thought of some key examples there. So share with us a bit what EI is not.
Ashley Quamme 15:39
Yeah, One of my favorites,
Ashley Quamme 15:43
One of my favorites is when not just advisors, but people think that they are demonstrating emotional intelligence because they asked a feelings question, like a feeling space. Yes. Yeah. See, I'm emotionally intelligent. I can ask how you feel.
Yohance Harrison 15:58
Does that make you feel?
Ashley Quamme 16:05
And I'm not laughing because I'm judging. Maybe,
Ashley Quamme 16:13
maybe, maybe, maybe a little. But I think like, there's this misconception that emotional intelligence is just about feelings and it's just about emotions and it's not, you know, to expand kind of that definition, you know, from earlier. Like, there are a lot of key components that make up emotional intelligence, and some of those are around self awareness, you know, social skills, right? Like, are you weird? Are you awkward? Like, can you, you know, can you engage, like socially? Can you read cues, like when you should stop talking
Ashley Quamme 16:54
or like when someone is nervous or fidgeting,
Ashley Quamme 16:58
you know, appropriateness around that. And then there's, you know, self regulation as well. Can you regulate your own emotions, your own stress, you know, empathy and is obviously involved, you know, in that too, or within that. And, and motivation as well. So there's a lot of different parts of it. It's not just feelings. It's not just, do you understand emotions? Do you understand what you're feeling? And it's, you know, more than just being able to ask somebody how you're, how they're feeling, how are you feeling?
Yohance Harrison 17:34
So I, I could not agree with you more. And I, I love how you, you, you packaged the things that emotional intelligence. It's not, but also gave a long list of some of the skills and attributes that do apply to emotional intelligence. And, and you mentioned one that I want to lean in a bit and even I'd like if we can have somewhat of a, maybe not a role play, but at least give, give a few tools that we can help our advisors with that are listening in. Because you mentioned it's not just asking how did you feel or how do you feel about something, but it's the empathy that goes along with it and the follow up questions. So if you're an advisor that, like myself that is working with, with clients that work for the federal government, I've had a few of those meetings this week. From physicians in the VA to doctors that their pay is based specifically on grants that are coming from Health and Human Services or they work directly with the who. So when you have a client that is coming to you and they're bringing this news that's coming and they may not even be directly affected yet, but there's a chance that they could be. What are some of the questions that a high EI advisor can ask to not necessarily provide answers, but to just help recognize that the client is having some emotions and demonstrating their intelligence and being able to recognize them.
Ashley Quamme 19:19
Yeah. So taking two of the aspects that I mentioned earlier, self awareness and social skills, and kind of combining them, you know, whether it's a situation like this or something else that's obvious, naming the observable, like stating, you know, kind of what is, what is going on. Having the awareness to know, hey, this physician that's coming in, he works for the va, you know, there's a lot of stuff going on right now and maybe they've said it or maybe they haven't. Having the awareness and skill, skill to know. I, I should probably just check in and just ask, how are you? Like, you know, and so maybe what that sounds like is, you know, if you're my client, right? Johans. Hey man, I'm so, I'm really glad that, I'm really glad, you know, it's good to see you, man. I've been, I've been hearing, you know, I know that there's a lot going on here kind of within the federal government system and everything that's going on and yeah, look, hey, as a VA doc, like I, I don't know how that's impacting you or if it is, but you know, before we kind of jump into the agenda, you know, I would love to just, just kind of check in, like, how are things on that front? Like, are you seeing any impact? Like, how are you, how are you doing? Like, how are you hanging?
Yohance Harrison 20:41
So you know what I love about that, Ashley? That was a very open ended question. You didn't ask me am I okay so I can say yes or no, right? You didn't say, hey, is there, you know, everything's good with you. You didn't ask a question that gives the answer in the question. That gives me a reason to not engage and say, oh yeah, they're fine. You know, if you saw things. Good. Yeah, things, you know, it's weird, but it's okay. But that open ended question gives me an opportunity to open up and. Share what's going on.
Ashley Quamme 21:11
Yeah.
Yohance Harrison 21:16
What would you say? Let's, I'll give you an answer and I'd be curious to your follow up question.
Yohance Harrison 21:22
You know, Ashley, I appreciate you asking that and it's been crazy. The biggest problem is that right now we're in flu season and the hospitals are just full of people and that's really all that I've had to focus all of my energy on. And I'm hearing the news and I know that, you know, things are probably going to change. I hope that things are going to be all right with me. But you know, I've really thought about, you know, maybe I should consider a non government job. I've given that some thought. But then I think about my pension and I think about, you know, the closeness that the hospital is to work and you know, the impact that might have on my family. So, you know, I, you know, right now actually, I really don't know what to think. I'm just trying to take care of my patients and go to work each day and, you know, try to avoid the noise if I can, man.
Ashley Quamme 22:10
Yeah, I hear you, man. You know, I'm, it makes sense, right? Like I'm hearing that there's some overwhelm just in the competing thoughts that you're having, right? Like, should I leave? Like, you know, should I stay or should I go? Right? What, what do I, what do I, what do I do here? It's overwhelming. Like, it's crazy, man. That makes so much sense to me that you would be experiencing all of it right now, you know, given everything that's going on. And man, I, hey, I really appreciate you sharing that with me. Thank you for, you know, opening up and sharing that information with me. Like, I know it doesn't have, you know, maybe anything to do with our agenda today, but you know, it's just, it's helpful to hear just where you are mentally with everything that's going on. I'm gonna, I'll pause, right, and come out of kind of that role.
Yohance Harrison 23:00
So I got goosebumps. I, that made, I, I made it up. I mean, these are things I've heard this week. But sure, I've. For a moment there, I felt how I think my clients felt when we had a very similar conversation. All of a sudden I felt heard as someone wanted to hear how I'm feeling, how I'm doing because I'm in a role where my job is to see how everyone else is feeling and doing all the time. So now you're checking in on me. I mean, there's. I might not have anyone else in my life that's asked me a question in that way other than a peer that just wants to come and complain about what's happening. And that's different. So I'm sorry, interrupt you go ahead.
Ashley Quamme 23:41
No, no, no, I. I'm glad that you felt that one. I'm, you know, glad because I don't really feel it. You know, I wasn't using my therapist voice, Johannes, so I'm glad that you felt that even without me using my therapist voice.
Yohance Harrison 23:54
Wait, that wasn't your therapist voice? Oh, gosh. Oh, I'm really nervous for our call later.
Ashley Quamme 24:01
It was not. It was not. But what I want to point out is, you know, I've had advisors when I've, you know, done some coaching or just, you know, training and like reflecting and they're like, I don't talk like that. And I get it. Here's a framework, though, that I used in that example. I named the emotion, right? And this comes from, by the way, the nurse model. The nurse framework. Nurse, which comes out of the medical field, actually. And it is a response protocol framework for when clients or patients are in crisis. And this is something that I teach in a lot of my. In a lot of my trainings around how to master sensitive conversations. And so I use this, though, or part of this actually framework. I can't even tell you how. I mean, all the time. And the in, right? In that is name, name the emotion. And so that's what I did. I named your emotion or experience, right? You said that things were crazy and I said overwhelmed. You didn't actually say overwhelmed, but I offered that as just a maybe a suggestion because it really did sound like you were overwhelmed with all of the back and forth competing thoughts there, right? So from an emotional intelligence place, understanding, right? Hey, if Johannes is having these competing thoughts, if I were in a shoes, I might be feeling kind of overwhelmed there, right? Like that's the awareness, you know, piece of understanding how someone else might feel. So I'll keep going through. So in I named your emotion. It was crazy. It's overwhelming. The you is the understanding. And what that is is really validating the experience. I validated your experience by saying that makes so much sense to me. I can see where you would feel that way, right? And you know, and then the r. Right. The response there is, you know, thanking you for telling me. Right. I'm really glad. Thank you so much for telling me and opening up. By the way, that like little three step combo is fantastic for not only your clients, but also in your personal life.
Yohance Harrison 26:13
Bonus tip about my wife right now, I was like, oh, man, I like, I could have responded a little bit better to you earlier, Alicia. Now I'm talking to my wife directly. I just realized I should have nerd it instead of nodding it.
Ashley Quamme 26:27
You could have nerd. Yeah, yeah. But you know, this works. This D was dismissed. Dismissed. Is that. Did I get that right? Okay. All right, all right. I want to make sure I was not assuming, but you know that that three just step, like those three steps just in and of itself are game changers for that client relationship, for them feeling seen and heard. And if you don't, I mean, if you just do nothing else when it comes to emotional intelligence, if you just like learn to just do those three things, like you're gonna be a rock star as an advisor, as a person, probably as a spouse, as a person, and maybe even as a parent too.
Yohance Harrison 27:09
Amen to that, Ashley. Thank you. This is incredible. And I'm so glad that we could engage in this conversation today because as I mentioned, with how fast paced our news is happening and the world is changing before our eyes, this is something that AI cannot do. Okay, now could you train your AI model to give these questions as a prompt if someone wanted to try to seek some therapy from their AI? Sure you could, but you're not going to have the emotions there. Okay. That is the human part. The human part is the emotional connection to the other human. Yeah, go ahead.
Ashley Quamme 27:55
I was going to say here's kind of a. I'm hearing this a lot more and that AI models, they can validate someone's feelings and you know, sure. Like if you type in a chat GPT like, hey, I'm having a bad day, can you validate my feel? Like, I mean, sure, like as you said, they can train it. But here's the thing. When it comes to human to human connection, like we are wired that way from a, from a brain standpoint, from, you know, an evolutionist, like, we are wired for human to human connection and how we achieve and obtain that is through being with other humans. Now I know in this digital age, like that can be a little bit hard, but even things like eye contact with someone like that sends signals like to our brain and from an emotion regulation place, like it helps in regulating contact. Now as advisors you're probably not touching your clients. That's weird. It might be weird. All right. But like, I'll come in for a. Yeah, yeah, yeah. Like a hug. Yeah, yeah. Maybe a high five. Fist bump. I don't know. I don't, I don't know as therapist, like, I didn't touch my clients, so. But like, my point is, is that that human to human, like physical connection, even just, you know, not to get too woo woo here, but even just energy wise, like being in the presence of someone that you trust also also has impact as well. And there's some really fantastic, like, MRI studies around human connection and pain and what that does from a place of regulating, you know, emotion, but also perceiving pain as well. And I won't nerd out too much on that. But, you know, AI can't do that. You can.
Yohance Harrison 29:01
Good person, of course.
Yohance Harrison 29:45
I hope not. I don't need my AI touching me.
Yohance Harrison 29:50
That sounds weird.
Ashley Quamme 29:51
It does, it does, it does. So it's more than just like validating and communicating. While, like, there are certain, you know, there is a human, the essence of just being human. Like, you will, you are far better than any AI out there when it comes to being able to serve and meet your clients needs.
Yohance Harrison 30:11
Date indeed. Ashley, it's time to have a little bit of fun. So this is something new we've been doing on Only Human, the Only Human podcast. And it might be a little different for you because sometimes I'm interviewing advisors directly, but I think you'll still find a way to play along. Now we've been playing with the language a little bit, so are you sure? Are you? Are you familiar with the game? I'm trying to keep this pg, but marry, kill, fill in the blank.
Ashley Quamme 30:44
No.
Yohance Harrison 30:45
Okay.
Ashley Quamme 30:46
Gonna get weird.
Yohance Harrison 30:47
There's a game where you name three people and you have to choose which one you would marry. Which one would you want to do away with? And then which one would you just want to have fun with? We decided on episode one we would do that, but we would do it with technology.
Ashley Quamme 31:04
Okay.
Yohance Harrison 31:05
I want you to think about technological tools that you use or that, you know, your husband uses as an advisor and you hear him complain about it. So once you think of a technology that you will stay married to, it's awesome. It's great. I want you to think of a technology that you would love to divorce. Like, no, I'm not. We don't need this technology anymore. And then one that just probably needs a little bit of counseling. And yes, we are calling tech and apps out right here on this podcast. Come at me, bro. Let's go. So what is the one technology, the one application that you use that helps you in your business or helps you or that, you know, your husband uses that you know you absolutely cannot do without and love it?
Ashley Quamme 31:47
All right, so I don't know about. I don't know about Clayton, but for me, Notion has been a game changer. So now, again, keep in mind, like, Notion is serving as my CRM. I'm not an. I'm not an advisor. So, you know, I don't need some of them. Some of the stuff that you guys have. Notion's been a game changer, though, for me because of the different aspects of work that I do podcast, the servicing of firms speaking. So I like it. I'm also creative and visual, so I like that I can make it my own. I will stay married to Notion for as long as it will have me. Beautiful.
Yohance Harrison 32:28
Yeah, I. I've heard lots of great things about Notion. It's. It's a. For those who don't know, Notions project management tool, essentially is the best way to describe it. All right. What technology do you need to file papers for and just get them out of your life?
Ashley Quamme 32:48
I would say.
Ashley Quamme 32:51
I would say.
Ashley Quamme 32:54
Okay, so we're coming up against maybe, like, there's probably two here that. That I would like it to be different. Zoom is one.
Yohance Harrison 33:05
That's new. Okay. Okay.
Ashley Quamme 33:08
Yeah, yeah. There's just some things that I wish it would do better. I wish it would do better. I wish it would be better anyway, and I'm kind of, like, on the fence about it. Tech wise. Tech wise. I'll say. I'll say that. And I think I'll just leave it there. I think, like, right now I'm having a difficult relationship with Zoom. We're probably going to go to marriage counseling so that we can determine whether or not we're going to stay together.
Yohance Harrison 33:39
I know a good therapist. Actually, that might be a conflict of interest. And which application or technology do you just need to have some counseling? Like, you want to stay together, but you need. They need some counseling right now. They could really use some help to make sure they don't end up in divorce court.
Ashley Quamme 33:40
Thank you.
Ashley Quamme 34:02
I don't know, Johannes. I don't know if I have. I don't know if I have one to be. Maybe E Money.
Yohance Harrison 34:09
Oh, I. I could agree with you. E Money knows. I've told them plenty of times on Twitter, but go ahead. Or X, whatever you call it.
Ashley Quamme 34:15
Yeah. So. But I'm gonna approach it from a different place, though. Oh, Clayton uses E money. I have E money as a client.
Ashley Quamme 34:26
And so from my end. On the client end, I'll speak to it from that.
Ashley Quamme 34:35
Yeah. Like, I'm. I'm not. I'm not thrilled about the client end experience
Ashley Quamme 34:43
there, so. But I won't speak for. I won't speak for Clayton. That's not.
Yohance Harrison 34:47
I will. We're not thrilled about your client experience there. You said it.
Ashley Quamme 34:52
Thank you.
Yohance Harrison 34:54
And finally, Ashley, just to learn a little bit more about you personally, tell us either if you're a TV watcher, great. What episode? What are you watching right now? Or if you read any books for fun. What are you reading for fun? Fun.
Ashley Quamme 35:10
I don't just, like, read for fun. Like, I read professional books and I consider that fun. So I don't.
Yohance Harrison 35:16
What's the. What's the. Get away from it all. What are you? What are you consuming to get away from it all? Is it a series on Netflix or somebody.
Ashley Quamme 35:23
Yeah, I'm watching. Or just finished up shrinking on Apple tv. Yeah, just.
Yohance Harrison 35:30
I mean, that's appropriate for you. Okay.
Ashley Quamme 35:32
It is hilarious. It is hilarious. Yeah. I love it. I just finished. Just finished that, but I actually listen to a lot more music. Okay. So I enjoy.
Yohance Harrison 35:46
What do you have in top rotation right now?
Ashley Quamme 35:49
Anything but jazz.
Ashley Quamme 35:52
Anything but jazz right now. I've been on more. A little bit more of an acoustic kick, so taking it back to, like, Jack Johnson and Dave Matthews. Been a little bit more on an acoustic kick right now.
Yohance Harrison 36:04
So Dave Matthews just went to the hall of Fame. Shout out to Dave Matthews.
Ashley Quamme 36:07
Yes, I know. Yep. During those days when I was not thinking and just feeling and doing. Went to a lot of his concerts. So I'll just leave.
Yohance Harrison 36:14
I did, too. I am official. I was a Dave head as well. That was me.
Ashley Quamme 36:17
Yeah. Yep. I'll just leave that there and.
Yohance Harrison 36:19
Yep, yep. I'm sure. I'm sure we were some. What do you call them? Dancing Nancy's.
Ashley Quamme 36:21
Sadly, those days are gone.
Ashley Quamme 36:26
Yeah, we probably saw each other somewhere. We probably saw each other. Yeah.
Yohance Harrison 36:28
Out in the field.
Yohance Harrison 36:30
Yeah. Yes, indeed. Indeed. Ashley, if. If there are any advisors that want to learn more about your services or any firms that want to learn more about what you do, how can they find you?
Ashley Quamme 36:41
Yeah, I hang out on LinkedIn a lot, so you can find me on LinkedIn. Ashley Kwame. My podcast, Planning and Beyond. You can go check that out. Reach out to me through there. My website, which is beyondthefp. Com. Yeah, I'm pretty findable, so there's not many Ashley Kwamis in the world, thankfully. So the blonde one with big eyes, that's in financial services, so I'll just leave it at that.
Yohance Harrison 37:07
I love it. I love it. Well, Ashley, thank you so much. And thank you, Matt Holloran, for introducing Ashley and I. Ashley and I were actually in a podcast workshop together. If y'all want to learn more about that, reach out to either one of us. We'd love to introduce you to Matt. If you think about starting a podcast, you have one that needs to get revamped. We. What was it, a six week course? I think it was. Well, yeah, six sessions, so it was over about three months. Oh, incredible. So if you've noticed that I've stepped it up a little bit, that's thanks to Matt and thanks to Ashley as well, because we worked hard together to sharpen each other in the field of podcasting. So again, thank you everyone for joining us on Only Human Podcast. Thank you, Ashley, for being our guest. And everyone, let's raise your emotional intelligence just a little bit. Pick up some of the tools. Try the NUR instead of the nud like I did. Try the nur. Well, if you want to learn more with the S&ER, reach out to Ashley. I'm sure she'll love to help you learn more about that. Until next time, y'all take care.
Seth Harrison 38:18
Hi, I'm back. Did you enjoy being a fly on the wall for that conversation? I know I did. Now remember, don't try everything you learned today. Pick one or two things you can implement and implement them well. And don't just try something for a week and give up when it's not working. Successful implementation takes time, energy, and repetition. And remember to consult your compliance professionals. We don't want you to get into trouble. Do you have a group of advisors who want to improve their human connection in the AI world? Contact our team to have Johan speak at your conference or event before you go. Please, like, comment and subscribe. If you're on YouTube, click the bell for notifications.
