In this episode, host Belle Osvath, CFP®, connects with Dr. Mary Bell Carlson, financial behavior expert and founder of the Financial Behavior Keynote Group. Dr. Carlson shares how financial advisors can deepen relationships and demonstrate value through thoughtful, engaging client events.

She emphasizes that the “why” behind client events is crucial—offering more than just advice, these experiences build emotional connections, help reach resistant spouses or heirs, and allow outside speakers to reframe financial conversations in impactful ways.

With humor, warmth, and practical insight, Dr. Carlson underscores that the psychology of money is no longer optional—it’s a vital part of the advisor-client relationship, especially in an era where AI and automation are redefining value. Her message: enhancing emotional intelligence is the next frontier for financial professionals.

Learn more at https://keynote.financial

Connect with Dr. Mary Bell Carlson on LinkedIn

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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 the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher]

Smarter Planner Podcast