About Us

Welcome to Financial Behavior Keynote Group, your number one source for keynote speakers centered on financial behavior. We’re dedicated to giving you the very best keynotes, with a focus on expertise, engagement, and experience.

Mission Statement

To provide the best evidence-based speakers in the financial industry to help financial service professionals better engage with and understand their clients.

Financial Behavior Keynote Group, LLC was founded in 2022 as a consortium of financial behavior experts who have spent years studying financial behavior and implementing proven solutions for clients. 

When we first began, our passion for top-quality speaking backed by evidence and expeirence drove us to create Financial Behavior Keynote Group, LLC. Now, we are offering you a competitive differentiator to your team or organization as the best and only keynote group rooted in financial behavior change.

We’ve given numerous speeches and have advised countless companies all over the world, and we are thrilled that we’re able to turn our passion into our own business to better serve the financial services industry.

Vision Statement

Inspiring financial professionals to connect to their clients through financial behavior change.

Values Our Company Lives By

Community

Integrity

Honesty

Innovation

Relationships

Mary Bell Carlson
President

We look forward to serving you. If you have questions or concerns, e-mail us at info@keynote.financial.