As AI continues to transform financial planning, what makes a great advisor valuable in a world where technology can increasingly provide the answers? In this episode of Financial Behavior Thought Leaders, Mary talks with Carl Richards, creator of the New York Times Sketch Guy column and a longtime financial planner, about the deeply human side...

Show Notes What if retirement planning isn’t really about retirement at all, but about helping clients build the life they want next? In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson sits down with Dan Haylett to explore why Gen X is challenging traditional ideas about retirement and what financial advisors need to...

In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson sits down with Andi Wrenn to explore why so much continuing education leaves financial professionals technically certified but not actually better prepared for the conversations that matter most with clients. Andi shares her perspective on the biggest problem with most CE: it talks at people instead of engaging them. She explains why interactive, actionable learning helps professionals remember more, apply ideas in real life, and improve the way they work with clients. The conversation also dives into Andi’s creative new CE experience, “Sailing Towards...

What if the biggest threat to your clients isn’t market volatility—but your own burnout? Kristy Archuleta joins us to explore why burnout has become one of the greatest challenges facing financial professionals, and what it takes to continue showing up with empathy, excellence, and resilience when you’re running on empty. Kristy Archuleta is a financial...