How Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards
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 […]
The Retirement Rebellion – How Gen X Retires and The Challenges They Face with Dan Haylett
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 […]
Reimagining CE: Sailing Toward Better Conversations with Andi Wrenn
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 […]
Overwhelmed and Burned Out with Kristy Archuleta
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 […]
Stop Feeling Alone: Help One Person Everyday (HOPE) with Matt Halloran
What if the best way to overcome loneliness isn’t waiting for someone to reach out—but choosing to help one person every day? Matt Halloran joins us to explore how meaningful connections are built through small, intentional acts of service, and why that simple mindset shift has the power to transform both our personal and professional […]
AI and the Future of Intentional Banking with Shane Walker
What if the biggest problem with your finances isn’t your spending habits—but the banking system itself? Shane Walker joins us to explore why behavioral finance and mental accounting could reshape the future of banking, and what happens when financial systems are designed around how people actually think about money instead of how banks process transactions. […]
Your Value Isn’t the Math. It’s the Meaning. With Tim Maurer
What if your greatest value as a financial advisor isn’t your technical expertise, but your ability to uncover the story your clients aren’t telling you? Tim Maurer joins us to explore why financial advisor storytelling and meaningful client communication are becoming more valuable than ever as AI transforms financial advising, and what that means for […]
When Life Changes, So Does Your Money: Navigating Transitions Without Losing Yourself with Dr. Meghaan Lurtz
What if the hardest part of a financial transition isn’t the money at all, but figuring out who you are on the other side of it? Dr. Meghaan Lurtz joins us to unpack why retirement, divorce, career changes, and other major life shifts hit so much harder than the numbers suggest, and what that means […]
The Invisible Close: Influence Techniques That Turn Prospects Into Clients with Evan T. Beach
What if the reason prospects choose one advisor over another has less to do with credentials and more to do with how they feel in the first five minutes of a conversation? Evan T. Beach, CFP, EA, AWMA, is a nationally recognized financial advisor, CNBC and Bloomberg contributor, and founder of Exit 59 Advisory, where […]
Nudge 2.0: How AI Shapes Financial Behavior with Dr. Michael Thomas
Dr. Michael G. Thomas Jr. studies the emotional and behavioral side of money, but in this episode, he focuses on something increasingly difficult to ignore: the way AI, algorithms, and personalized digital marketing are quietly shaping financial decisions before people even realize it. This conversation is centered on a reality many consumers and many advisors […]