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Ashley is joined by Adam Chapman, founder of YESmoney, for a conversation about what can happen when advisors rethink the language and structure of the planning process. Adam talks about why some clients, especially retirees, may not know how much they are allowed to dream until the plan gives them permission.

Together, Ashley and Adam talk about the difference a simple wording shift can make, including why Adam renamed the traditional discovery meeting a “blue sky session.” They also touch on client behavior, collaboration, retirement spending, and how advisors can create space for conversations that go beyond the numbers.

Episode Highlights:

• Why Adam renamed discovery meetings as Blue Sky Sessions
• How retirees can leave dreams off the table before they know what is possible
• Why clients may need permission to say the bigger dream out loud
• How small language changes can shift the way clients show up
• Why collaboration matters before, during, and after the planning meeting
• How client money stories can shape what they believe is possible
• Why the financial plan needs to speak to the client, not just the numbers
• How advisors can build meetings around the places clients usually get stuck

This conversation is for financial advisors who want their planning process to feel less like data gathering and more like a place where clients can say what they really want.

RESOURCES AND GUEST INFORMATION

Adam likes to joke he's the financial planner who helps people spend money, not save it. As the Founder of YESmoney, he's spent nearly two decades helping retirees overcome the beliefs, behaviours, and emotions that prevent people from enjoying their wealth. Now, he's on a mission to help every retiree intentionally die with less. His contrarian take on retirement spending has landed him in The Globe and Mail, The Wall Street Journal, Money Sense, Investment Executive, and Wealth Professional.

Connect with Adam Chapman:

• 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