Okay, theory. I love theory.
I also love pushing the zone.
David The Good has a great book called Push the Zone which is an awesome read for just this kind of thing.
I find that a plant wants a colder zone, often means it needs a cooler summer or it needs a cooler winter. (there is also day length but that get complex).
If it's one or two zones, I just try it and things tend to do well. It's gotten to the point where I don't even know what our zone is anymore and I don't look at zones.
That said, some plants don't like how hot our summers are. For these, I find a place where they get shade in the afternoon (a large leafy tree to the west of the garden). Or if they want a shorter summer, like the turnips from Finland, I wait until after the summer solstice to plant them.
Where we get the most issue is plants that want a cold winter. Like how we might dig up trees in the winter to put them somewhere to protect them from the cold (fig trees around here often get dug up, buried completely in mulch for the winter, then replanted as a tree in the spring), it used to be common to dig up perennials that want a colder winter. Rhubarb is the one we think of most, as it's often dug up in the fall, left on top of the soil until spring. That way it can get a good freeze and abuse. Keeping trees in pots so they have their
roots freeze is another trick. We tend to put these on the north side of the building so they don't thaw during the day. Or simply shading the roots (a small rock wall to the south of the tree roots) in the winter can keep them cooler.