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:
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CFFP # 25 What Firm Owners Seek in Career Changers ft. Lawrence Smith, CFP ®, CRPC ®, CRPS ®
CFFP# 24 - From College to Career--Advice for the Pandemic and Beyond ft. Andrea Koppel
CFFP# 23 - The Ultimate Guide to Productivity **IN JUST 12 WEEKS **ft. Brian Moran
CFFP# 22 - Financial Services and the Millennial Generation-Shannah Comptom Game
CFFP# 21 - Adding Value Through Software and Automation—The Holistiplan Story ft. Kevin Lozer
CFFP# 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger
CFFP# 19 - So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones
CFFP# 18 - What's Changing About Financial Services in the Next 10 Years ft. Patrick Mahoney & Skip Schweiss
CFFP# 17 - How to Jumpstart Your Marketing Plan ft. Janelle Orion
CFFP# 16 - A New Era for Financial Advisor Marketing: Implications from the New SEC Marketing Rule ft. Chris Stanley
CFFP# 15 - How Do Marketing Funnels Work and Do I Need One? Ft. Miles Beckler
CFFP# 14 -Psychology of Money Decisions ft. Annie Emprima-Martin
CFFP# 13 - What's Holding You Back from Achieving Your Dream? ft. Teri Ijeoma
CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson
CFFP #11 What are the Best Marketing Tools? ft. Phil Jones
Recapping Season 1, Preview of Season 2
CFFP #10 The Power of Your Perspective ft. Andy Andrews
CFFP #09 Finding Your Voice and Holding Your Ground in Financial Services ft Jacqueline Schadeck
CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman
CFFP #07 Understanding the Importance of Financial Planning ft. Ana Trujillo Limon
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