Feb. 21, 2023

Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group

Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the...

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This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the newly released book, Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional. We'll hear about her diverse professional experiences, working with financial planning firms, professional associations, government organizations, human resources firms, and higher education institutions.

Her contact info:

Email: Mary@keynote.financial

LinkedIn: https://www.linkedin.com/in/marybellcarlson

Twitter: @MaryBellConsult

Website: https://keynote.financial/