Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sectors for over a decade, helping improve client outcomes. She's the founder of www.ChiefFinancialMom.com, a personal finance education blog to help other busy moms. She's also the co-host of the Real Money, Real Experts podcast, and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University.
----more----The topic of this conversation is to help aspiring financial professionals learn about the difference between financial coaching and financial planning.
The two terms are often confused, but Dr. Mary Bell Carlson clears up any confusion and provides insight into both jobs to help make a decision as to which one you'd like to go after!
We discuss the following...
----more----Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Check out this free resource from Dr. Mary Carlson: https://freeguide.chieffinancialmom.com/
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.
Want to collaborate? Click here.
If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Click here to leave a review.
Thanks again for listening, reading, and watching!
Tools for Your Personal Development - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with You...
The Social Cartographer Series: Monitoring - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and ...
Solutions to the Career Transition Problem: “Developing a Millionaire Mindset” with Brandon M. Williams - Experiencing Financial Contentment with Domi...
The Social Cartographer Series: Prescribing - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and...
Solutions to the Career Transition Problem: Discovering Passion from Adversity with Ernest Owusu - Experiencing Financial Contentment with Dominique H...
The Social Cartographer Series: Diagnosing - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and ...
What to Do Before You’re Gone - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Mone...
Decoding Our Money Messages – Part 2 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Yo...
Strategies to Maximize Executive Compensation - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life an...
Decoding Our Money Messages – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Yo...
What Do You Need to Know Before Working with a Financial Planner? - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Res...
How to Unlearn Fear - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
The Power of Compound Interest Explained - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and wit...
Goals, Goals, Goals – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Some Popular Questions and What They Mean - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and wi...
Goals, Goals, Goals – Part 2 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Know Your Numbers: The Most Important Financial Ratios/Formulas to Know - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bet...
Goals, Goals, Goals – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
The Low-Down on Financial Advisor Credentials - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life an...
How Well Do You Know Yourself - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Mone...
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money