As we’re all thinking about skills that won’t be replaced by AI… therapy, care, listening, relationships… these are the important ones that only humans can do.
My guest on today’s podcast is Ashley Quamme, Founder and Chief Behavioral Officer at Beyond the Plan®.
We talked about sending the elevator down from the mind to the heart - how to recognize the conversations, topics, etc when this is appropriate, and why Ashley thinks:
Every single firm should have a financial therapist on staff.
My goal or what I believe in, from a mission place is that every single firm should have a financial therapist, financial psychologist, either on staff or they are connected to them where they consult or send their clients to.
That's a hill that I will die on. Because I think that, it's two sides of the same coin. You've got the math. You've got the technical side, but then you have the emotional and psychological side.
And up until more recently, firms have been operating with just supporting clients on one side of those things.
And yes…
Joe thinks AI will cause an identity crisis leading to a spiritual revival. So moving from our brains to our hearts seems like a good place to start.
Have an awesome weekend, ya’ll!
Joe









