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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

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Ashley is joined by Cary Carbonaro, author of Women and Wealth, for a conversation about what financial advisors may be missing when it comes to serving women. Cary talks about the gap she has seen in wealth management, from the low percentage of women advisors to the way female clients are often treated as an afterthought.

Cary also shares why this work is personal, what led her to write the book, and why she believes the industry needs to become more female-friendly before the next wave of wealth moves into women’s hands.

For advisors who assume women are uninterested, disengaged, or already being served well, this episode may challenge that assumption in a needed way.

Episode Highlights:

• Why women are still underrepresented in financial advising
• What advisors may be missing about women as wealth management clients
• Why women often leave advisors after divorce or the death of a spouse
• How unconscious bias can show up in an advisory practice
• Why “she’s not interested in money” may be the wrong conclusion
• How communication, language, and marketing can unintentionally push women away
• Why serving women better starts with seeing them as full clients, not secondary participants

RESOURCES AND GUEST INFORMATION

Cary Carbonaro, MBA, CFP® is an award-winning, internationally recognized personal finance expert with more than 25 years of experience in wealth management. She serves as Managing Advisor and Women and Wealth Ambassador for Ashton Thomas Private Wealth and is the author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune and The Money Queen’s Guide for Women Who Want to Build Wealth and Banish Fear.

Cary has been recognized by InvestmentNews as a Women to Watch honoree and DEI Trailblazer of the Year, ranked among Investopedia’s Top 100 Financial Advisors, and appointed as the sole female member of the Nasdaq Advisory Council. She is also a CFP Board Ambassador and creator of the Cary Carbonaro Women & Wealth Career Changer Scholarship, supporting the next generation of women financial planners.

Connect with Cary Carbonaro:

• LinkedIn
• Website
• Facebook
• Instagram

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

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In this episode, Ashley is joined by Molly Pierce, CEO of Track That Advisor, for a conversation about the story behind an advisory firm’s numbers. Molly talks about why data does not have to feel cold or complicated. It can show advisors what is working, what is getting missed, and where the client experience may be breaking down.

Ashley and Molly also talk about the human side of tracking, including why looking at the numbers can feel personal, how technology can create more room for connection, and why real human touch still matters in financial advice.

For advisors who track the numbers but still want the client experience to feel personal, this conversation offers a different way to look at what your data may be telling you.

Episode Highlights:

• Why advisor data tells a story beyond clicks, registrations, and ROI
• What can happen when firms track the full path from prospect to funded client
• How data can reveal where prospects are losing momentum between meetings
• Why human follow-up still matters, even when automation makes the process easier
• The difference between tracking everything and tracking the numbers that actually move the business
• Why the client experience may be hiding inside the numbers you already have

RESOURCES AND GUEST INFORMATION

Molly Pierce is the CEO of Track That Advisor, where she helps financial advisors turn data into one of their greatest competitive advantages. Her focus is helping advisors & their teams move beyond guesswork and make confident, data-backed decisions that create sustainable success. Known for blending strategy with real-world execution, Molly is passionate about helping advisors uncover the story behind their numbers and use that insight to build stronger, more profitable businesses. She plays a key role in shaping Track That Advisor’s national benchmarking studies, advisor growth initiatives, and partnerships across the financial services industry. She also hosts conversations with the industry’s top leaders through her podcast The Advisor Summit, where she brings practical, tactical, and analytical insights to advisors looking to grow smarter. When she’s not working with advisors and industry partners, Molly is focused on helping her husband build & run his businesses and raising her two young, fun, & wild mullet headed boys.

Connect with Molly Pierce:

• LinkedIn
• Email: hello@trackthatadvisor.com
• TTA Benchmarking Guide

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