Financial Behavior: From the CIA to the College Classroom w/ Dr. Mary Bell Carlson

In this episode, Rory and Julie speak with Dr. Mary Bell Carlson, President of the Financial Keynote Behavior Group, to talk about taking evidence-based research and putting it into practical application. Discover how Dr. Carlson bridges the gap between academia and real-world financial planning through financial behavior insights. Listen as Dr. Carlson talks about her experience working in Washington and how she went about counseling individuals holding top-secret security clearances at the Pentagon and CIA. Find out how to create a safe space for clients using a framework of acceptance, relating, and connecting. Listen as Dr. Carlson discusses ways in which we can attract more people of diverse backgrounds into the profession and ways we can improve the attrition that is leading people to leave. Do you want to know how to set up in-person or virtual meetings to reduce a client's stress level? Do you want to know why Dr. Mary Bell asks clients, "What does money smell like to you"? Find out the answer to these questions and more on this Financial Behavior episode with Dr. Mary Bell Carlson.