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 represent the best financial thought leaders and speakers in the industry. Every day, financial advisors, event organizers, and industry professionals are searching for dynamic speakers to educate, inspire, and engage their audiences—but how do you find the perfect one?
That’s where this podcast comes in. Every other week, I sit down with top financial speakers to uncover their journey, explore their most powerful keynotes, and give you a front-row seat to the stories that make their talks unforgettable. You’ll hear insider insights, a preview of their message, and even a behind-the-scenes look at what it’s really like to work with them.
Listen every other week for conversations around:
Financial Behavior & Psychology
- Money decisions aren’t just logical—they’re deeply emotional and psychological. We explore the behavioral biases, habits, and mindsets that shape financial choices, helping financial professionals better understand both their clients and themselves. From the latest research in behavioral finance to practical applications in advising, we uncover how psychology influences money and how to reshape financial behaviors for better outcomes.
Financial Wellness
- True financial success goes beyond wealth—it’s about overall well-being. This podcast dives into holistic financial wellness, addressing not just numbers but stress, confidence, and long-term security. We discuss strategies to help clients achieve balance in their financial lives while ensuring advisors have the tools to promote sustainable financial health.
Emotional Intelligence & Resiliency
- Serving others in their financial journey can be rewarding—but also draining. Financial professionals face unique pressures, from emotional client interactions to regulatory demands. We focus on resilience, stress management, and mental well-being, offering insights on how to thrive in a high-pressure industry while maintaining personal fulfillment and balance.
Communication
- Effective advising isn’t just about knowledge—it’s about connection. We dive into communication strategies that build trust, foster engagement, and help financial professionals navigate difficult money conversations. Whether it's coaching clients through emotional decisions or refining your storytelling skills, we explore ways to make financial discussions more impactful.
Practice Management
- Running a successful financial practice requires more than technical expertise. We discuss best practices for growing and managing a financial advisory business, from operational efficiency to client experience. Whether you're looking to improve workflows, scale your firm, or enhance client relationships, we provide insights to help you build a thriving, sustainable practice.
Marketing & Technology for Financial Advisors
- Staying ahead in a rapidly evolving industry means leveraging the right tools and strategies. We explore cutting-edge marketing techniques and technology solutions that help financial advisors attract clients, improve engagement, and streamline operations. From digital branding and content marketing to fintech innovations and AI-driven client insights, we provide practical ways to modernize and grow your...
