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 Better Financial Conversations,” a seven-day cruise featuring workshops, a behavioral finance book study, ethics credit, and hands-on practice sessions. The event is designed to blend professional development with travel, family time, and real-world application.
Resources & Links:
- CE at Sea Experience with Andi: https://app.tern.travel/trips/gKxZ79SHnp4FraQJ9c4KUQ/landing_page
- Coaching Capability: https://www.coachingcapability.com/
- More about Andi: https://financialbehaviorkeynote.com/andi-wrenn/
Connect with Andi:
- LinkedIn: https://www.linkedin.com/in/andiwrenn/