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Ashley is joined by Amanda Delmonico of Max Your Dash Advisors for a conversation about using assessments inside real client meetings. Amanda talks about entering the planning profession, taking over long-standing client relationships, and wanting a structure that helped her connect with clients while still feeling like herself.

She shares how tools like Money Quotient gave her a way to slow the conversation down, ask better questions, and help clients talk about more than surface-level goals. The conversation also gets into what happens when clients are hesitant, how to introduce new tools without making it awkward, and why even one different question can change the direction of a meeting.

Episode Highlights:

• How Amanda began using assessment tools as a newer advisor taking over long-standing client relationships
• Why structure can help advisors feel more comfortable leading deeper client conversations
• How Money Quotient tools helped Amanda bring more intention into annual reviews and new client meetings
• Why asking about goals too quickly can keep the conversation at the surface
• How one simple question can help clients open up about what they value
• Why some clients need time before they are ready to share more
• How to introduce new tools without making the process feel awkward or overly complicated

For advisors curious about assessments but unsure where to begin, Amanda offers a practical look at what it can sound like, what can feel uncomfortable, and why starting small still counts.

RESOURCES AND GUEST INFORMATION

Amanda Delmonico, RICP®, is a financial planner with Max Your Dash Advisors, and takes a different approach to financial planning: one that starts with your life, not just your numbers.

Her work rests on a simple belief: money is a tool for building a life that feels like yours. Before she talks about recommendations, she helps you step back and answer the questions underneath the numbers, what you want, why it matters, and what your next chapter could actually look like.

How she gets there is deliberate. The first meetings are mostly questions, starting with the easy ones and moving toward the ones you may never have said out loud. She listens, then reflects it back, so the plan that takes shape is one you recognize as your own. Most people are surprised by how much they learn about themselves and about their partner along the way.

Connect with Amanda Delmonico:

• Website
• LinkedIn

Connect with Host Ashley Quamme:

• Podcast Website: https://www.planningandbeyond.com
• LinkedIn: https://www.linkedin.com/in/ashley-quamme
• Beyond the Plan®: https://www.beyondthefp.com
• Monthly Newsletter: https://www.beyondthefp.com