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/