business
Hosted by Dr. Mary Bell Carlson · business · EN
What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience?Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services.This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where we represent the best financial thought leaders and speakers in the industry. Every day, financial advisors, event organizers, and industry professionals are searching for dynamic speakers to educate, inspire, and engage their audiences—but how do you find the perfect one?That’s where this podcast comes in. Every other week, I sit down with top financial speakers to uncover their journey, explore their most powerful keynotes, and give you a front-row seat to the stories that make their talks unfo
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Contact path
Public web form
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchWhat makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience?
Financial Behavior Thought Leaders is hosted by Dr. Mary Bell Carlson. The show has published 36 episodes to date.
Recent episodes include "Mind Over Money: Using Financial Psychology to Transform Client Outcomes with Danika Waddell" (21 October 2026, 23 minutes), "The Retirement Rebellion - How Gen X Retires and The Challenges They Face with Dan Haylett" (23 September 2026, 26 minutes), and "Reimagining CE: Sailing Toward Better Conversations with Andi Wrenn" (9 September 2026, 19 minutes).
Financial Behavior Thought Leaders publishes roughly every two weeks, with episodes averaging 26 minutes across 36 episodes.
Booking probability for Financial Behavior Thought Leaders is 29%, and the host is rated Selective on guests. Financial Behavior Thought Leaders requires a Pod Score of 80 or higher. Financial Behavior Thought Leaders's contact route on record: public web form.
The strongest fits for Financial Behavior Thought Leaders are Investing & Wealth Management and Investment Banking & Trading. Financial Behavior Thought Leaders has a business audience.
Dr. Mary Bell Carlson hosts Financial Behavior Thought Leaders, a business podcast with 36 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #15
What if successful financial planning isn't just about the numbers, but the meaning behind them? In this episode of Financial Behavior Thought Leaders , Mary Bell Carlson talks with Danika Waddell, CFP®, RLP®, president...
Episode #13
Show Notes What if retirement planning isn't really about retirement at all, but about helping clients build the life they want next? In this episode of Financial Behavior Thought Leaders , Mary Bell Carlson sits down...
Show Notes What if the biggest problem with continuing education isn't the content, but the fact that nobody remembers it a week later? In this episode of Financial Behavior Thought Leaders , Mary Bell Carlson sits down...
What if the biggest threat to your clients isn't market volatility—but your own burnout? Kristy Archuleta joins us to explore why burnout has become one of the greatest challenges facing financial professionals, and...
[embed]https://youtu.be/2sXoeEpEtyo[/embed] What if your greatest value as a financial advisor isn't your technical expertise, but your ability to uncover the story your clients aren't telling you? Tim Maurer joins us...
<p>What if the hardest part of a financial transition isn't the money at all, but figuring out who you are on the other side of it? Dr. Meghaan Lurtz joins us to unpack why retirement, divorce, career changes, and other...
[embed]https://youtu.be/UKZikbCaQAM?si=24vJLYlqOTyJZ5Jq[/embed] What if the hardest part of a financial transition isn't the money at all, but figuring out who you are on the other side of it? Dr. Meghaan Lurtz joins us...
Episode #6
[embed]https://youtu.be/mZv6AJbaNkE[/embed] What if the reason prospects choose one advisor over another has less to do with credentials and more to do with how they feel in the first five minutes of a conversation...
Episode #6
[embed]https://youtu.be/mZv6AJbaNkE[/embed] What if the reason prospects choose one advisor over another has less to do with credentials and more to do with how they feel in the first five minutes of a conversation...
[embed]https://youtu.be/VAQi5Az6XMA?si=VoItpJKluAO8jbTf[/embed] Dr. Michael G. Thomas Jr. studies the emotional and behavioral side of money, but in this episode, he focuses on something increasingly difficult to...
[embed]https://youtu.be/pMiNkdNrAsU[/embed] Ashley Quamme is a licensed therapist and behavioral finance expert, and she is one of the few people working at the intersection of mental health and financial advising in a...
<p>[embed]https://youtu.be/Aq7gaykLsdU[/embed] In this episode of The Speaker’s Success Toolkit, Dr. Mary Bell Carlson is joined by PR strategist Allie Zendrian to explore how speakers can extend their impact beyond the...
[embed]https://youtu.be/14YnHs3dQBE?si=9g5rRwRceYc26gDe[/embed] In this episode of The Speaker’s Success Toolkit, host Dr. Mary Bell Carlson is joined by presentation coach Justin Hunsaker to explore how visual design...
[embed]https://youtu.be/8s7toj0-rmU?si=O5v8HCAmPJyG1rBb[/embed] In this episode of The Speaker’s Success Toolkit, host Dr. Mary Bell Carlson is joined by speaker coach and storytelling expert Deirdre Van Nest to explore...
[embed]https://youtu.be/nlx7sQPzSzg?si=tf8jgBhEA9JF5kFk[/embed] In this special episode of Financial Behavior Thought Leaders, the tables are turned as Dr. Kristy Archuleta steps in to guest host and interviews our...
[embed]https://youtu.be/MueccSYfft8?si=jHZcUci2XvrZyF0A[/embed] In this episode of the Financial Behavior Thought Leaders podcast, Dr. Mary Bell Carlson welcomes Danika Waddell, CFP®, MS, RLP, a human-centered financial...
[embed]https://youtu.be/u6Xw5jyuLmY?si=tW_haFkud0jXpzsW[/embed] On this episode of Financial Behavior Thought Leaders, host Mary Bell Carlson welcomes the dynamic Deirdre Van Nest, renowned keynote speaker, coach, and...
[embed]https://youtu.be/ZLRZsHOuBmA?si=51WhsjPflh8seUjI[/embed] In this inspiring episode, host Mary Bell Carlson welcomes Heather Fortner, CEO of SignatureFD and a featured speaker with Financial Behavior Keynotes...
[embed]https://youtu.be/CXk46Wyrj1Y?si=LXPjz6Pvs2lY1zro[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes the multi-talented Andi Wrenn, AFC®, MQFP®—an exclusive speaker...
[embed]https://youtu.be/ZgQvNTtAjLU?si=YW4FR1XZVeKxGY17[/embed] Welcome back to Financial Behavior Thought Leaders! In this compelling episode, host Dr. Mary Bell Carlson sits down with Lazetta Rainey Braxton, renowned...
Recent guests on Financial Behavior Thought Leaders. Study who booked and why before you pitch.
retirement well-being guide and pioneer, author of The Retirement You Didn’t See Coming, host of the Humans vs Retirement podcast, UK-based retirement transition coach
military financial expert and military widow, Financial Behavior Keynote Group
Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management, Kansas State University
licensed therapist and financial behavior specialist, Beyond the Financial Peace
PitchCentric classifies Financial Behavior Thought Leaders under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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