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 is particularly skilled in fostering and facilitating dynamic discussions on difficult topics and bringing her audience to a consensus. Her speaking strategies are successful and of great benefit to her audiences."
"Mary is particularly skilled in fostering and facilitating dynamic discussions on difficult topics and bringing her audience to a consensus. Her speaking strategies are successful and of great benefit to her audiences."