Financial Behavior Thought Leaders

Dr. Mary Bell Carlson
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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 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 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 From digital branding and content marketing to fintech innovations and AI-driven client insights, we provide practical ways to modernize and grow your advisory practice. Whether you’re planning a client event, booking a major conference keynote, or just want to learn from some of the brightest minds in financial services, Financial Behavior Thought Leaders is your all-access pass to the best in the business. Subscribe now and join me as we go beyond the podium to meet the voices shaping the future of financial thought leadership.

  1. 18h ago

    How Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards

    [embed]https://youtu.be/IXCS2Cojoh0[/embed] As AI continues to transform financial planning, what makes a great advisor valuable in a world where technology can increasingly provide the answers? In this episode of Financial Behavior Thought Leaders, Mary talks with Carl Richards, creator of the New York Times Sketch Guy column and a longtime financial planner, about the deeply human side of financial advice. Carl explores why AI isn’t necessarily a threat to advisors—it’s a reminder of what has always made great financial planning valuable: human connection, presence, and the ability to help clients feel differently about their money. The conversation explores what happens when clients move beyond technical solutions and begin to experience greater clarity, confidence, and peace of mind. Carl shares why advisors need to create the conditions for clients to slow down, let their guard down, and have deeper conversations about what really matters. Carl also discusses practical ways advisors can use AI to enhance their work—from overcoming the “cold start” of a blank screen to recognizing patterns in past financial plans—while protecting the time and attention needed for meaningful client connection. Notable quote "You're getting paid for your presence." Key takeaway As technology makes financial solutions increasingly accessible, advisors have an opportunity to focus even more deeply on what technology can't replicate: human connection, presence, listening, and the ability to help clients feel understood. The future of financial planning isn't about choosing between technology and humanity—it's about using technology to create more space for meaningful human conversations. This episode is a reminder that the most valuable part of financial planning may not be the solution itself, but the experience of helping someone feel clearer, calmer, and more confident about their financial life. Resources & Links: https://behaviorgap.com/https://www.thesocietyofadvice.com/More about Carl’s speaking:https://financialbehaviorkeynote.com/carl-richards/ Connect with Carl: LinkedIn:https://www.linkedin.com/in/thinkingcarl/

    How Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards

  2. Sep 23

    The Retirement Rebellion - How Gen X Retires and The Challenges They Face with Dan Haylett

    Show Notes What if retirement planning isn't really about retirement at all, but about helping clients build the life they want next? In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson sits down with Dan Haylett to explore why Gen X is challenging traditional ideas about retirement and what financial advisors need to understand about this emerging generation of "retirement rebels." Dan explains why traditional retirement planning can fall flat with Gen X, particularly when the conversation focuses primarily on spreadsheets, investments, and financial optimization. Instead, he shares why purpose, identity, relationships, structure, and well-being need to be part of the conversation—and how money can serve as "freedom fuel" for the life clients want to lead. The conversation also dives into how spending can reveal a client's values, why advisors should pay attention to the connection between money and well-being, and how the FIRE movement reflects a broader shift toward viewing money as a tool for creating freedom and possibility. Dan and Mary discuss: Why Gen X is approaching retirement differently from previous generationsWhat Dan means by "retirement rebels"Why traditional retirement planning can feel disconnected from what clients actually wantHow purpose and values influence spending and financial decisionsWhy advisors should look beyond a client's bank statement and ask what their spending meansDan's "retirement code" and the human, financial, and behavioral elements of planningWhy purpose, identity, relationships, structure, and well-being belong in retirement conversationsHow advisors can close the gap between the financial plan and what retirement actually feels like for the client Dan also shares practical questions and exercises advisors can bring into their day-to-day client conversations, helping them connect purpose and identity to spending decisions, relationships with money, and the advisor-client relationship. Notable quote "The plan and the person rarely meet in the middle." Key takeaway Retirement planning is about more than the numbers. For today's clients, advisors have an opportunity to connect the financial plan with purpose, values, identity, and the life their clients want to create—closing the gap between what the numbers cover and what retirement actually feels like. Resources & Links: More about Dan: https://www.humansvsretirement.com/More about having Dan come to speak: https://financialbehaviorkeynote.com/dan-haylett/ Connect with Dan: LinkedIn: https://www.linkedin.com/in/dan-haylett-retirement-coach/

    The Retirement Rebellion - How Gen X Retires and The Challenges They Face with Dan Haylett

  3. Sep 9

    Reimagining CE: Sailing Toward Better Conversations with Andi Wrenn

    In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson sits down with Andi Wrenn to explore why so much continuing education leaves financial professionals technically certified but not actually better prepared for the conversations that matter most with clients. Andi shares her perspective on the biggest problem with most CE: it talks at people instead of engaging them. She explains why interactive, actionable learning helps professionals remember more, apply ideas in real life, and improve the way they work with clients. The conversation also dives into Andi's creative new CE experience, "Sailing Towards Better Financial Conversations," a seven-day cruise featuring workshops, a behavioral finance book study, ethics credit, and hands-on practice sessions. The event is designed to blend professional development with travel, family time, and real-world application. Resources & Links: CE at Sea Experience with Andi: https://app.tern.travel/trips/gKxZ79SHnp4FraQJ9c4KUQ/landing_pageCoaching Capability: https://www.coachingcapability.com/More about Andi: https://financialbehaviorkeynote.com/andi-wrenn/ Connect with Andi: LinkedIn: https://www.linkedin.com/in/andiwrenn/ [embed]https://youtu.be/xXKerUP5zfI[/embed]

    Reimagining CE: Sailing Toward Better Conversations with Andi Wrenn

  4. Aug 26

    Overwhelmed and Burned Out with Kristy Archuleta

    What if the biggest threat to your clients isn't market volatility—but your own burnout? Kristy Archuleta joins us to explore why burnout has become one of the greatest challenges facing financial professionals, and what it takes to continue showing up with empathy, excellence, and resilience when you're running on empty. Kristy Archuleta is a financial therapist, educator, and internationally recognized speaker who has spent her career helping financial professionals understand the human side of money. In this episode, she shares why burnout is more than feeling tired—it's a gradual process that affects decision-making, relationships, and the quality of care advisors provide to their clients. Here's the short version: burnout doesn't happen overnight, and it can't be solved by simply working harder. As financial professionals face increasing demands, emotional labor, and constant pressure to perform, resilience becomes an essential professional skill—not just a personal one. Kristy explains how recognizing burnout early and making intentional changes can help advisors better serve both their clients and themselves. Kristy shares practical strategies for navigating stress before it becomes overwhelming, why self-care is a professional responsibility rather than a luxury, and how small shifts in mindset and daily habits can restore energy and purpose. Instead of waiting until you're completely exhausted, she encourages listeners to build resilience while they're still able to make meaningful changes. A few highlights from our conversation include how burnout quietly impacts client relationships, why many advisors struggle to recognize the warning signs, and the practical steps professionals can take to sustain excellence without sacrificing their well-being. If you work in financial services—or you're feeling stretched thin in any helping profession—this episode offers practical insights into preventing burnout, building resilience, and continuing to show up for others without losing yourself in the process. KEY TOPICS COVERED Definition of burnout and stress managementImpact of burnout on client interactions and team dynamicsPractical strategies for managing stress: sleep, diet, exerciseThe importance of deep listening and emotional regulationHow burnout affects prospecting and client retentionBuilding resilience through foundational self-care Resources & Links: More about Kristy Connect with Kristy: LinkedIn

    Overwhelmed and Burned Out with Kristy Archuleta

  5. Aug 12

    Stop Feeling Alone: Help One Person Everyday (HOPE) with Matt Halloran

    [embed]https://youtu.be/fVnbPK6n83g[/embed] What if the best way to overcome loneliness isn't waiting for someone to reach out—but choosing to help one person every day? Matt Halloran joins us to explore how meaningful connections are built through small, intentional acts of service, and why that simple mindset shift has the power to transform both our personal and professional lives. Matt Halloran is a speaker, author, branding expert, and communication strategist who has spent decades helping professionals find their voice and build authentic relationships. In this episode, he shares the story behind HOPE—Help One Person Every Day—and explains why combating loneliness begins with creating genuine human connections rather than chasing achievement or success. Here's the short version: loneliness is one of the biggest challenges facing people today, and it's affecting far more than our personal lives. Whether in the workplace, our communities, or our relationships, meaningful connections don't happen by accident. Matt argues that helping just one person each day creates a ripple effect that strengthens relationships, builds trust, and reminds us that none of us is meant to navigate life alone. Matt shares why asking for help is often harder than offering it, how small moments of vulnerability can create lasting relationships, and why this message resonates especially with people who have spent years believing they need to solve every problem on their own. Rather than waiting for a connection to happen, he challenges us to create it through intentional action. A few highlights from our conversation include why loneliness has become such a widespread issue, how the HOPE framework helps people reconnect with those around them, and the simple conversations that can make someone feel seen, supported, and valued. Whether you work in financial services, lead a team, or simply want to build stronger relationships in your own life, this episode offers a practical reminder that changing someone's day—and perhaps your own—can begin with helping just one person. KEY TOPICS COVERED The impact of loneliness on society and menThe 'Hope' framework: help, kindness, presenceStories of small acts making a big differenceThe role of masculinity and emotional expressionStrategies for organizational and personal connection Resources & Links: More about Matt Connect with Matt: LinkedIn

    Stop Feeling Alone: Help One Person Everyday (HOPE) with Matt Halloran

  6. Jul 29

    AI and the Future of Intentional Banking with Shane Walker

    [embed]https://youtu.be/JMFTDnk57T4[/embed] What if the biggest problem with your finances isn't your spending habits—but the banking system itself? Shane Walker joins us to explore why behavioral finance and mental accounting could reshape the future of banking, and what happens when financial systems are designed around how people actually think about money instead of how banks process transactions. Shane Walker is the Co-Founder and CEO of Qube Money and a longtime financial coach who has spent nearly two decades helping people build healthier financial habits. In this episode, he explains why traditional banking often works against intentional behavior and how applying behavioral finance principles can help people make smarter financial decisions every day. Here's the short version: most banking systems were built for efficiency, not human behavior. As automation and digital payments make spending easier than ever, people need financial tools that encourage intention instead of impulse. Shane explains why mental accounting—the way people naturally organize money in their minds—may hold the key to creating better financial outcomes. Shane explains why understanding financial behavior is just as important as building better technology, and how redesigning banking to align with human psychology can help people spend more intentionally without relying solely on willpower. Instead of asking people to change their habits, he explores how better systems can make better decisions the default. A few highlights from our conversation include why mental accounting is often misunderstood, how small changes to financial systems can create lasting behavioral shifts, and Shane's vision for a future where banking supports people instead of working against them. If you work in financial services—or you're looking for practical ways to become more intentional with your own money—this episode offers a fresh perspective on how behavioral finance could transform the future of banking. KEY TOPICS COVERED Behavioral finance principles in bankingThe limitations of traditional budgeting appsThe cash envelope method and its modern adaptationThe gap between subconscious and conscious money managementThe role of AI in personal finance and bankingHow labeling money influences spending behaviorThe impact of emotional decision-making on financesThe future of AI in financial planning and bankingThe importance of identity and community in financial changeHow financial advisors can leverage AI tools Resources & Links: More about Shane Connect with Shane: LinkedIn

    AI and the Future of Intentional Banking with Shane Walker

  7. Jul 15

    Your Value Isn’t the Math. It’s the Meaning. With Tim Maurer

    [embed]https://youtu.be/2sXoeEpEtyo[/embed] What if your greatest value as a financial advisor isn't your technical expertise, but your ability to uncover the story your clients aren't telling you? Tim Maurer joins us to explore why financial advisor storytelling and meaningful client communication are becoming more valuable than ever as AI transforms financial advising, and what that means for the future of the profession. Tim Maurer is a Certified Financial Planner™, author, and Partner at SignatureFD whose work sits at the intersection of financial planning, behavioral finance, and human connection. In this episode, he explains why storytelling—not spreadsheets—is becoming an advisor's most defensible value as AI increasingly handles the technical side of financial planning. Here's the short version: technical expertise is no longer enough to set advisors apart. As AI makes financial planning tools faster and more accessible, the advisors who thrive will be the ones who can understand a client's values, ask better questions, and uncover the personal narratives that drive financial decisions. Tim shares why every client conversation is ultimately about more than numbers, and why advisors must first understand their own story before they can effectively help someone else navigate theirs. Rather than focusing solely on analysis, he explains how curiosity, empathy, and thoughtful conversations create the trust that technology can't replicate. A few highlights from our conversation include why advisors should stop treating meetings like math problems, how a client's story often reveals more than their balance sheet, and the practical questions advisors can ask to create more meaningful and impactful financial conversations. If you work in financial services—or you're interested in how AI is reshaping the future of financial advising—this episode offers a compelling perspective on why the most valuable skill you can develop may be your ability to listen for the story behind the numbers. KEY TOPICS COVERED Why storytelling is becoming a financial advisor's greatest competitive advantageHow AI is reshaping the future of financial advisingThe power of narrative in building stronger client relationshipsAsking better questions to uncover the stories behind financial decisionsWhy self-awareness helps advisors better serve their clientsPractical ways to create more meaningful financial conversationsWhy human connection remains irreplaceable in an AI-driven profession Resources & Links: More about Tim:https://financialbehaviorkeynote.com/tim-maurer/https://signaturefd.com/tim-maurer/ Connect with Tim: LinkedIn:https://www.linkedin.com/in/timmaurer/

    Your Value Isn’t the Math. It’s the Meaning. With Tim Maurer

  8. Jul 1

    When Life Changes, So Does Your Money: Navigating Transitions Without Losing Yourself with Dr. Meghaan Lurtz

    [embed]https://youtu.be/UKZikbCaQAM?si=24vJLYlqOTyJZ5Jq[/embed] What if the hardest part of a financial transition isn't the money at all, but figuring out who you are on the other side of it? Dr. Meghaan Lurtz joins us to unpack why retirement, divorce, career changes, and other major life shifts hit so much harder than the numbers suggest, and what that means for anyone guiding someone through one. Dr. Meghaan Lurtz is a financial psychology researcher, educator, and practitioner who studies the deep connection between money and identity. In this episode, she breaks down why financial transitions are never just about dollars and cents. They are about navigating the life changes that reshape who we are and how we make decisions about money. Here is the short version: major life events rarely touch only your finances. Retirement, career shifts, marriage, divorce, or any other significant transition tend to reshape your sense of identity too, which is exactly why the financial decisions tied to those moments feel so much more emotional and complicated than they look on paper. Meg explains why understanding the human side of these transitions is becoming a core skill for advisors, and for anyone supporting someone through a major decision. Instead of leading with strategy, she shows how the right kind of conversation can help people move through uncertainty with more confidence, clarity, and purpose. A few highlights from our conversation: why your relationship with money shifts alongside life's biggest milestones, how advisors can show up better for clients in the middle of change, and the small conversational moves that build trust when someone is unsure of what comes next. If you work in financial services, or you are in the middle of a major life transition yourself, this episode is a thoughtful look at why understanding identity may matter just as much as understanding finances. KEY TOPICS COVERED Why financial transitions are also identity transitionsHow life changes reshape our relationship with moneyThe role of financial psychology in client conversationsHelping clients navigate uncertainty with confidenceBuilding trust during emotionally significant financial decisionsPractical ways to approach financial transitions more intentionallyWhy understanding people is just as important as understanding financial plans Resources & Links: (Less) Lonely Money- read more about Meg and her workMeg's speaker page— learn more about her background and areas of expertiseMeg's keynote topics— explore the talks she brings to audiences Connect with Meg: LinkedIn

    When Life Changes, So Does Your Money: Navigating Transitions Without Losing Yourself with Dr. Meghaan Lurtz
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About

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 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 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 From digital branding and content marketing to fintech innovations and AI-driven client insights, we provide practical ways to modernize and grow your advisory practice. Whether you’re planning a client event, booking a major conference keynote, or just want to learn from some of the brightest minds in financial services, Financial Behavior Thought Leaders is your all-access pass to the best in the business. Subscribe now and join me as we go beyond the podium to meet the voices shaping the future of financial thought leadership.

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