In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Tim Maurer, CFP®, Chief Advisory Officer at Signature FD and a renowned figure in financial planning and behavioral finance. Known for his dynamic keynotes and practical wisdom, Tim brings over twenty years of experience in financial services, along with...

Welcome to the inaugural episode of Financial Behavior Thought Leaders! In this kick-off conversation, guest host Dr. Kristy Archuleta turns the tables on our regular host, Dr. Mary Bell Carlson, putting her in the hot seat to share her own story. Together, they invite you behind the scenes of the Financial Behavior Keynote Group (FBKG)...

What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the...