Ashley Quamme - Bridging the Gap Between Money and Mental Health

Tune in to hear:- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?- When should a financial advisor make a referral to a mental health practitioner?- What is circular questioning and what is an example of where an advisor might apply this technique?- From a high level perspective, what is the notion of “stages of change readiness?”- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness? - Is there some sort of thought exercise you can give a client that’s in the pre-contemplative stage of change to sort of catalyze a new way of thinking?- What’s the danger of trying to move someone through the stages of change too quickly?- What does it mean to be “trauma informed” and why might advisors want to be aware of this?- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?https://twitter.com/bamconsultshttps://bamfcc.comCompliance Code: 1871-OAS-10/10/2022