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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 Fina…
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 …
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 wealt…
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