Reimagining CE: Sailing Toward Better Conversations with Andi Wrenn

Financial Behavior Thought Leaders · Sep 9, 2026 · 18m

In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson sits down with Andi Wrenn to explore why so much continuing education leaves financial professionals technically certified but not actually better prepared for the conversations that matter most with clients. Andi shares her perspective on the biggest problem with most CE: it talks at people instead of engaging them. She explains why interactive, actionable learning helps professionals remember more, apply ideas in real life, and improve the way they work with clients. The conversation also dives into Andi's creative new…