Mind Over Money: Using Financial Psychology to Transform Client Outcomes with Danika Waddell

Financial Behavior Thought Leaders · Oct 21, 2026 · 22m

[embed]https://youtu.be/lom7lF_1lV0[/embed] What if successful financial planning isn't just about the numbers, but the meaning behind them? In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson talks with Danika Waddell, CFP®, RLP®, president and founder of Xena Financial Planning and a speaker with Financial Behavior Keynote Group, about the psychology behind financial decision-making and why even high-achieving clients struggle to follow through on financial advice. Danika explores how money scripts, emotional triggers, and deeply rooted beliefs shape client behavior…