Mary Bell Carlson

Financial Behavior Storyteller

Ph.D., CFP®, AFC®

Washington, D.C.

Mary Bell Carlson

Financial Behavior Storyteller

Ph.D., CFP®, AFC®

Washington, D.C.

Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a personal finance education blog to help other busy moms. She is also the co-host of the Real Money, Real Experts podcast and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University. She lives in Virginia with her husband and her three daughters.

Featured Videos

Speech Topics

The Psychology of Money: Understanding a Client’s Financial Decisions (CFP & AFC CEU Eligible)

Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This webinar will focus on the impact of psychology on clients’ financial decisions, with an emphasis on communication essentials that can be applied directly in practice.

Being Authentic in an Advice Giving World

As financial advisors, we often focus our attention on telling others what to do, but we can hide behind a facade of perfection that is unauthentic to our clients. In this presentation, Dr. Carlson walks advisors through the importance of being authentic in a work environment and how authenticity actually enhances relationships and increases rapport with clients. 

Applied Behavioral Finance: How to Behavioral Finance in your Financial Planning Practice (CFP & AFC CEU Eligible)

Many advisors have heard of behavioral finance, but don’t know how to apply these concepts to your business? How can it help your bottom line? Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. You will learn how small changes can lead to positive effects with your clients. From this course, you will be able to implement behavioral finance applications directly into your current business practices.

The Relational Side of Money: Where Love and Money Intersect (CFP & AFC CEU Eligible)

Did you know that the number one predictor of divorce is money fights? An American Psychological Association survey™ shows that over 70 percent of adults reported feeling stressed about money and over 20 percent experienced extreme financial stress. This class is focused on the psychology of money. It’s more than just telling a client what they should do with their money and instead focuses on the communication and relationships of both the clients and the advisor. This class will give you insight into a familiar topic in a whole new light. 

Presenting your Best Self: Real Application of Evidence-based Practices in Financial Planning

In this presentation, Dr. Carlson will apply evidence-based research on how financial advisors can best set up their environment to communicate better with their clients. She will show not only how to set up that environment, but also how to integrate vital communication skills with small and simple changes in your already thriving practice. This session will help any advisor regardless if you are a beginner or well experienced. 

Testimonials

As a speaker, Mary engages her audience with a unique combination of intellect, field knowledge, and approachability.

Rachel DeLeon
AFCPE Interim President

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.

Beth (Mary E) Riffle
Military Advocate & Spouse

Testimonials

As a speaker, Mary engages her audience with a unique combination of intellect, field knowledge, and approachability.

Rachel DeLeon
AFCPE Interim President

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.

Beth (Mary E) Riffle
Military Advocate & Spouse

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Previous Speaking Engagements