Shows / Financial Behavior Thought Leaders
Financial Behavior Thought Leaders
What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where we…
Episodes
Financial Behavior Thought LeadersInside the Speaker Accelerator Program with Mary Bell Carlson
How do you turn a great presentation into a thriving speaking business? In this episode of Financial Behavior Thought Leaders, guest host Justin Hunsaker turns…
Financial Behavior Thought LeadersMind Over Money: Using Financial Psychology to Transform Client Outcomes with Danika Waddell
[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 LeadersHow Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards
[embed]https://youtu.be/IXCS2Cojoh0[/embed] As AI continues to transform financial planning, what makes a great advisor valuable in a world where technology…
Financial Behavior Thought LeadersThe Retirement Rebellion – How Gen X Retires and The Challenges They Face with Dan Haylett
Show Notes What if retirement planning isn't really about retirement at all, but about helping clients build the life they want next? In this episode of…
Financial Behavior Thought LeadersReimagining CE: Sailing Toward Better Conversations with Andi Wrenn
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…
Financial Behavior Thought LeadersOverwhelmed and Burned Out with Kristy Archuleta
What if the biggest threat to your clients isn't market volatility—but your own burnout? Kristy Archuleta joins us to explore why burnout has become one of the…
Financial Behavior Thought LeadersStop Feeling Alone: Help One Person Everyday (HOPE) with Matt Halloran
[embed]https://youtu.be/fVnbPK6n83g[/embed] What if the best way to overcome loneliness isn't waiting for someone to reach out—but choosing to help one person…
Financial Behavior Thought LeadersAI and the Future of Intentional Banking with Shane Walker
[embed]https://youtu.be/JMFTDnk57T4[/embed] What if the biggest problem with your finances isn't your spending habits—but the banking system itself? Shane…
Financial Behavior Thought LeadersYour Value Isn’t the Math. It’s the Meaning. With Tim Maurer
[embed]https://youtu.be/2sXoeEpEtyo[/embed] What if your greatest value as a financial advisor isn't your technical expertise, but your ability to uncover the…
Financial Behavior Thought LeadersWhen Life Changes, So Does Your Money: Navigating Transitions Without Losing Yourself with Dr. Meghaan Lurtz
[embed]https://youtu.be/UKZikbCaQAM?si=24vJLYlqOTyJZ5Jq[/embed] What if the hardest part of a financial transition isn't the money at all, but figuring out who…
Financial Behavior Thought LeadersThe Invisible Close: Influence Techniques That Turn Prospects Into Clients with Evan T. Beach
[embed]https://youtu.be/mZv6AJbaNkE[/embed] What if the reason prospects choose one advisor over another has less to do with credentials and more to do with…
Financial Behavior Thought LeadersNudge 2.0: How AI Shapes Financial Behavior with Dr. Michael Thomas
[embed]https://youtu.be/VAQi5Az6XMA?si=VoItpJKluAO8jbTf[/embed] Dr. Michael G. Thomas Jr. studies the emotional and behavioral side of money, but in this…
Financial Behavior Thought LeadersThe Irreplaceable Advisor with Ashley Quamme
[embed]https://youtu.be/pMiNkdNrAsU[/embed] Ashley Quamme is a licensed therapist and behavioral finance expert, and she is one of the few people working at…
Financial Behavior Thought LeadersThe Speaker Success Toolkit: Turning Speaking Into Visibility with Allie Zendrian
[embed]https://youtu.be/Aq7gaykLsdU[/embed] In this episode of The Speaker’s Success Toolkit, Dr. Mary Bell Carlson is joined by PR strategist Allie Zendrian…
Financial Behavior Thought LeadersThe Speaker’s Success Toolkit: Mastering the Art of Presentation with Justin Hunsaker
[embed]https://youtu.be/14YnHs3dQBE?si=9g5rRwRceYc26gDe[/embed] In this episode of The Speaker’s Success Toolkit, host Dr. Mary Bell Carlson is joined by…
Financial Behavior Thought LeadersThe Speaker Success Toolkit: Writing the Talk That Gets Remembered
[embed]https://youtu.be/8s7toj0-rmU?si=O5v8HCAmPJyG1rBb[/embed] In this episode of The Speaker’s Success Toolkit, host Dr. Mary Bell Carlson is joined by…
Financial Behavior Thought LeadersFrom Anchors to Action: Practical Behavioral Finance for Financial Planners
[embed]https://youtu.be/nlx7sQPzSzg?si=tf8jgBhEA9JF5kFk[/embed] In this special episode of Financial Behavior Thought Leaders, the tables are turned as Dr…
Financial Behavior Thought LeadersLife Planning Beyond the 3 Questions with Danika Waddell
[embed]https://youtu.be/MueccSYfft8?si=jHZcUci2XvrZyF0A[/embed] In this episode of the Financial Behavior Thought Leaders podcast, Dr. Mary Bell Carlson…
Financial Behavior Thought LeadersUnlocking Trust and Connection: Deirdre Van Nest on Getting to the Yes Quicker
[embed]https://youtu.be/u6Xw5jyuLmY?si=tW_haFkud0jXpzsW[/embed] On this episode of Financial Behavior Thought Leaders, host Mary Bell Carlson welcomes the…
Financial Behavior Thought LeadersScaling Smart: Heather Fortner on Transformational Growth and Leadership with Soul
[embed]https://youtu.be/ZLRZsHOuBmA?si=51WhsjPflh8seUjI[/embed] In this inspiring episode, host Mary Bell Carlson welcomes Heather Fortner, CEO of SignatureFD…
Financial Behavior Thought LeadersTransforming Financial Learning Through Book Studies with Andi Wrenn, AFC®, MQFP
[embed]https://youtu.be/CXk46Wyrj1Y?si=LXPjz6Pvs2lY1zro[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes the…
Financial Behavior Thought LeadersHow Financial Advisors Stay Relevant in a Rapidly Changing and Diverse World
[embed]https://youtu.be/ZgQvNTtAjLU?si=YW4FR1XZVeKxGY17[/embed] Welcome back to Financial Behavior Thought Leaders! In this compelling episode, host Dr. Mary…
Financial Behavior Thought LeadersReimagining Retirement: How Advisors Can Help Clients Thrive in the Next 40 Years
[embed]https://youtu.be/Dux7w65UW-A?si=oPD7lNXug0fcA4M0[/embed] On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes…
Financial Behavior Thought LeadersBehind the Scenes with Dan Haylett: The Retirement You Didn’t See Coming
[embed]https://youtu.be/WIgAYkqbPKc?si=csaZL__zEDLNIUUu[/embed] Welcome back to Financial Behavior Thought Leaders, the podcast that takes you behind the…
Financial Behavior Thought LeadersHow Financial Therapy Changes Money Conversations with Erika Wasserman, CFT™
[embed]https://youtu.be/muKkLLiPlXY?si=5kX3LwcvUbuAd_ZC[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes…
Financial Behavior Thought LeadersThe Art of Selling a Business: A Financial Advisor’s Role in Client Transitions with Christine Moriarty, CFP®
[embed]https://youtu.be/odURHWNyEGU?si=y6Omo8ZYbwrMfyXc[/embed] In this insightful episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson…
Financial Behavior Thought LeadersRetain and Gain Clients with Evan Beach, CFP®, EA, AWMA®
[embed]https://youtu.be/UUdb833W9v4?si=BNIzGdgw0vYGDiBE[/embed] In this episode of Financial Behavior Thought Leaders, Dr. Mary Bell Carlson welcomes Evan…
Financial Behavior Thought LeadersFind Your #Finfluence with Laura Garfield
[embed]https://youtu.be/qjoqekqaGOw?si=atvgaykekV17lcId[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down…
Financial Behavior Thought LeadersMaybe It’s the System with Dr. Michael G. Thomas, Jr.
[embed]https://youtu.be/4CtFC7IDnKs?si=Qa-7SdSmDyPZy-ls[/embed] On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Dr…
Financial Behavior Thought LeadersAdapting to Changing Client Expectations with Amy Mullen
[embed]https://youtu.be/BEK03no5uws?si=95J6tlrNaRomgKnb[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Amy…
Financial Behavior Thought LeadersReimagining Wealth Through Simple Sketches with Carl Richards
[embed]https://youtu.be/2kSt0k3OuW4?si=VmbWgGygxlqYtXgs[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Carl…
Financial Behavior Thought LeadersBe Irreplaceable: The Ultimate Competitive Edge for Financial Advisors with Matt Halloran
[embed]https://youtu.be/X_gXx_cfJhI?si=nbwr25aqWN3UdlKc[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down…
Financial Behavior Thought LeadersIntegrating Financial Psychology Into Practice with Ashley Quamme
[embed]https://youtu.be/if2K1J6JR_g?si=-EsabpcKAvDicpgR[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes…
Financial Behavior Thought LeadersManaging Financial Stress & Anxiety with Dr. Kristy Archuleta
[embed]https://youtu.be/U8bc_N9UN7c?si=MeQo2Z57eYR9n6lP[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down…
Financial Behavior Thought LeadersWinning the Work with Tim Maurer
[embed]https://youtu.be/js7t4oHoCUA?si=miV9rtClFddIlNdb[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down…
Financial Behavior Thought LeadersThe Story Behind Financial Behavior Keynote Group
[embed]https://youtu.be/aZoVMloXlew?si=fjdKT6lIYsSsCaO8[/embed] Welcome to the inaugural episode of Financial Behavior Thought Leaders! In this kick-off…
- Financial Behavior Thought Leaders
Financial Behavior Thought Leaders Trailer
What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event…