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!
The Infamous 401(k) Rollover…The Why and The How - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life...
Using Money and Not Letting It Use You - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with ...
Solutions to the Career Transition Problem: “Starting New Things” - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Re...
What’s Your [Financial] Motivation? - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with You...
Are We Winning the Fight for Financial Literacy? - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life...
Developing Your Money Mindset: “You as Steward and Your Money as a Tool” - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Be...
The Evolution of the Retirement Landscape - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and wi...
Developing Your Money Mindset: “Money as an Amplifier” - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Yo...
The Challenges Facing Financial Advisors in the 21st Century with Special Guest Tywanna Smith - Experiencing Financial Contentment with Dominique Hend...
Developing Your Money Mindset: “Money as a Tool” - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Lif...
The Art of Personal Branding with Marques Ogden - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life ...
Selling Ourselves Short - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
The Importance of an Estate Plan: "Transferring Your Wealth and Wishes" - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bet...
Finding (and Doing) What you Love to Do - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with...
The Retirement Solution: “Finding What You Love to Do” - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in You...
What is Real or True Financial Contentment? - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and ...
Solutions to the Career Transition Problem with special guest Marques Ogden - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get ...
MK 004: Financial You - Part 4 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Mon...
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