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Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?
Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.
In this episode, Matt Halloran talks to Ashley Quamme, a licensed marriage and family therapist, and owner and founder of BAM Financial Consulting. Ashley reveals signs that you might be treading in unqualified waters, and why even giving “general marriage advice” can cause more harm than good. She also explains why referring makes client relationships stronger, and ideas for increasing client retention and referrals by creating well-being content with other professionals.
Ashley discusses:
- Examples of how advisors are giving unqualified advice, despite having good intentions
- How she’d respond to an advisor saying, “Somebody needs to give this client marriage advice. Why can’t it be me?”
- How to broach the subject of outsourcing with clients, without sounding judgey
- Why acknowledging your limitations actually increases client trust
- Why developing self-awareness saves advisors from heartache
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