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Mary Carlson

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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 well-being. Mary is the President and founder of Financial Behavior Keynote Group, a speaking, consulting, and education firm providing thought leadership on financial behavior change. Mary is the co-host of the Real Money, Real Experts podcast and an adjunct faculty member for the University of Georgia.

 

Speaking Topics:

 

Financial Professional-focused Presentations

  • The Psychology of Money: Understanding a Client’s Financial Decisions

  • Applied Behavioral Finance: How to Integrate Behavioral Finance Concepts into your Financial Planning Practice

  • Women Making Change: How the transfer of wealth will impact financial planning

  • The Relational Side of Money: Where Love and Money Intersect

  • Cash Flow Technology Solutions for Financial Professionals

Client & Employee-focused Presentations

  • All About Credit: Getting the credit score you want

  • Are you Prepared for an Emergency?

  • The Relational Side of Money: Where Love and Money Intersect

  • What to know about Home Buying and Mortgages

  • Getting Control of your Cash Flow

  • Prioritizing Debt: Knowing what to pay when it’s all crumbling down

Mary Carlson's Experiences

Virtual In-Person
Virtual In-Person

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