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 […]
Transforming Financial Learning Through Book Studies with Andi Wrenn, AFC®, MQFP
In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes the multi-talented Andi Wrenn, AFC®, MQFP®—an exclusive speaker with the Financial Behavior Keynote Group. With over two decades of experience, Andi is an Accredited Financial Counselor, military-qualified financial planner, award-winning educator, mentor, and passionate advocate for financial well-being. Renowned for her […]