Becoming a Speaker in Demand in Financial Services with Mary Carlson

Looking to make an impact in the thought leadership space? Want to become an in-demand speaker? Tune in!

Mary Carlson is a financial expert with a passion for integrating financial education and human behavior. After earning a financial planning degree from Texas Tech University, she worked as a lobbyist for the Financial Planning Association, focusing on retirement, taxes, and financial education. Her career later took her to the Pentagon, where she taught military personnel about budgeting, savings, and retirement planning. While earning her doctorate in financial therapy, Mary researched the financial behaviors of soldiers, deepening her understanding of the emotional aspects of money. She also spent three years at the CIA, providing financial counseling. Today, she runs her own consulting business, Financial Behavior Keynote Group, using her unique blend of financial knowledge and behavioral insights to help others.

Featured Resources 

• Dr. Mary Carlson on LinkedIn 

• Financial Behavior Keynote Group on LinkedIn

• Financial Behavior Keynote Group on Instagram

• Financial Behavior Keynote Group website 

• Kitces.com 

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Tune in as we chat with Mary about embracing the blue ocean mentality, how she helps clients elevate their voices to make an impact in the thought leadership space, and more!