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.

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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.
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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
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