In this episode host Belle Osvath, CFP® talks with Dr. Mary Bell Carlson about authenticity and how being authentic can attract and retain clients. She advocates for advisors to back away from the traditional strait-laced financial expert role and embrace our flaws and limitations, and as a result we will form lasting relationships with our clients. Mary also encourages financial planners to see their clients as experts in their own lives and to grant them the respect they deserve in that role.

Dr Mary Bell Carlson:

Book: Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional (Available on Amazon)
LinkedIn: www.linkedin.com/in/marybellcarlson
Website: https://keynote.financial

Other Links:

FPA NCA News & Events: fpanca.org

Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17

---

The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

Ep. 14 Unlocking the Secret to Authentic Client Relationships - Dr. Mary Bell Carlson [Financial Behavior Researcher]

Smarter Planner Podcast