Financial Behavior Thought Leaders

[embed]https://youtu.be/UUdb833W9v4?si=BNIzGdgw0vYGDiBE[/embed] In this episode of Financial Behavior Thought Leaders, Dr. Mary Bell Carlson welcomes Evan Beach, CFP®, EA, AWMA®, a nationally recognized wealth management speaker, author, and one of Financial Behavior Keynote Group’s exclusive speakers. Evan stands out in the industry not just for his engaging keynotes but for being a true practiti...

[embed]https://youtu.be/qjoqekqaGOw?si=atvgaykekV17lcId[/embed] In this episode of Financial Behavior Thought Leaders , host Dr. Mary Bell Carlson sits down with Laura Garfield, co-founder of Idea Decanter and a trailblazing voice in video marketing for financial professionals. Laura isn’t just an expert behind the camera. Her journey from TV newsrooms to the keynote stage and founder of a success...

[embed]https://youtu.be/4CtFC7IDnKs?si=Qa-7SdSmDyPZy-ls[/embed] On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Dr. Michael G. Thomas, Jr., one of the Financial Behavior Keynote Group’s exclusive speakers renowned for blending behavioral finance, empathy, and real-world insights into transformative keynote experiences. Michael shares the journey that brou...

[embed]https://youtu.be/BEK03no5uws?si=95J6tlrNaRomgKnb[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Amy Mullen, president of Money Quotient and one of Financial Behavior Keynote Group’s exclusive speakers. Amy is widely recognized for her work in helping financial advisors transition from a transactional approach to building truly transformati...

[embed]https://youtu.be/2kSt0k3OuW4?si=VmbWgGygxlqYtXgs[/embed] In this episode of Financial Behavior Thought Leaders , host Dr. Mary Bell Carlson welcomes Carl Richards—a celebrated author, sketch artist, and financial behavior keynote speaker—to the show. Known for his long-running New York Times column and his iconic “simple sketches” that distill complex money issues into clear, visual insight...

[embed]https://youtu.be/X_gXx_cfJhI?si=nbwr25aqWN3UdlKc[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Matt Halloran, an exclusive keynote speaker with Financial Behavior Keynote Group and a leading branding and podcasting strategist for financial professionals. The conversation explores Matt’s journey to the stage, his distinctive approach...

[embed]https://youtu.be/if2K1J6JR_g?si=-EsabpcKAvDicpgR[/embed] In this episode of Financial Behavior Thought Leaders , host Dr. Mary Bell Carlson welcomes special guest Ashley Quamme, a licensed marriage and family therapist, financial behavior expert, and one of Financial Behavior Keynote Group’s exclusive speakers. Ashley is uniquely positioned at the intersection of financial planning and ther...

[embed]https://youtu.be/U8bc_N9UN7c?si=MeQo2Z57eYR9n6lP[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Dr. Kristy Archuleta, a true pioneer in the field of financial therapy. Dr. Archuleta is a licensed marriage and family therapist, certified financial therapist, and professor of financial planning at the University of Georgia. As a cofoun...

[embed]https://youtu.be/js7t4oHoCUA?si=miV9rtClFddIlNdb[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Tim Maurer, CFP®, Chief Advisory Officer at Signature FD and a renowned figure in financial planning and behavioral finance. Known for his dynamic keynotes and practical wisdom, Tim brings over twenty years of experience in financial servi...

[embed]https://youtu.be/aZoVMloXlew?si=fjdKT6lIYsSsCaO8[/embed] Welcome to the inaugural episode of Financial Behavior Thought Leaders! In this kick-off conversation, guest host Dr. Kristy Archuleta turns the tables on our regular host, Dr. Mary Bell Carlson, putting her in the hot seat to share her own story. Together, they invite you behind the scenes of the Financial Behavior Keynote Group (FBK...

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. Th...