Ep.95 I Dr. Mary Bell Carlson I Deciding Your Wealth Story: Unveiling Money's Behavioral Impact
Dr. Mary Bell Carlson encourages us to transform our money narratives and make values-driven decisions for lasting impact.
KEY TOPICS
The stories we tell ourselves based on our earliest money experiences.
Tuning into clients and empowering their values.
Recognizing your biases and reigning them in with your clients.
Asking questions rather than solving problems.
DON'T HAVE TIME FOR THE FULL EPISODE? Check out the 15-minute highlight clip, Ep.95 HIGHLIGHT I Focusing on financial behaviors (not spreadsheets), or download it directly using this link.
CONNECT WITH US
www.decidedlypodcast.com
Join us on Instagram: @decidedlypodcast
Join us on Facebook
Shawn’s Instagram: @shawn_d_smith
Sanger’s Instagram: @sangersmith
MAKING A FINANCIAL DECISION?
At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.
LEARN MORE
www.decidedlywealth.com
SUBSCRIBE TO OUR WEEKLY DECISION-MAKING TIP EMAIL
Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!
CONNECT WITH DR. MARY BELL CARLSON
Website: https://keynote.financial/mary-carlson/
Book, “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional”: https://www.amazon.com/Anchors-Ostriches-Hot-Pair-Scissors-ebook/dp/B0BS4JRXLD/ref=sr_1_1?crid=207OV50YE8DBS&keywords=anchors+ostriches+and+a+hot+pair+of+scissors&qid=1675301417&s=digital-text&sprefix=anchors+ostriches+and+%2Cdigital-text%2C74&sr=1-1
LinkedIn:
KEY TOPICS
The stories we tell ourselves based on our earliest money experiences.
Tuning into clients and empowering their values.
Recognizing your biases and reigning them in with your clients.
Asking questions rather than solving problems.
DON'T HAVE TIME FOR THE FULL EPISODE? Check out the 15-minute highlight clip, Ep.95 HIGHLIGHT I Focusing on financial behaviors (not spreadsheets), or download it directly using this link.
CONNECT WITH US
www.decidedlypodcast.com
Join us on Instagram: @decidedlypodcast
Join us on Facebook
Shawn’s Instagram: @shawn_d_smith
Sanger’s Instagram: @sangersmith
MAKING A FINANCIAL DECISION?
At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.
LEARN MORE
www.decidedlywealth.com
SUBSCRIBE TO OUR WEEKLY DECISION-MAKING TIP EMAIL
Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!
CONNECT WITH DR. MARY BELL CARLSON
Website: https://keynote.financial/mary-carlson/
Book, “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional”: https://www.amazon.com/Anchors-Ostriches-Hot-Pair-Scissors-ebook/dp/B0BS4JRXLD/ref=sr_1_1?crid=207OV50YE8DBS&keywords=anchors+ostriches+and+a+hot+pair+of+scissors&qid=1675301417&s=digital-text&sprefix=anchors+ostriches+and+%2Cdigital-text%2C74&sr=1-1
LinkedIn:
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