Warrenton, District of Columbia, United States •
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About
Dr. Mary Bell Carlson, CFP®, AFC®, is a financial behavior expert, well-known speaker, podcaster, and storyteller. From the bowels of the Pentagon to the halls of Capitol Hill to the main streets of counties, Mary’s work has influenced countless individuals and families to improve their financial we…
The Psychology of Money: Understanding a Client’s Financial Decisions
Recognition of the impact of psychology on financial decisions is ever-increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This webinar will focus on the impact of psychology on clients’ financial decisions, emphasizing communication essentials that can be applied directly in practice.
How to Integrate Behavioral Finance Concepts into your Financial Planning Practice
Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business.? How can it help your bottom line? Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. You will learn how small changes can positively affect your clients. You can implement behavioral finance applications directly into your current business practices from this course.
Women Making Change: How the transfer of wealth will impact financial planning
According to McKinsey & Co., a wealth transfer from men to women will occur over the next decade. This transfer of wealth is a shift of 30 trillion dollars, and most women (70%) will fire their financial advisors when their spouse dies. So what does all of this mean for financial advisors? This presentation will teach advisors how to gain and retain female clients using proven communication and psychological strategies.
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