Episode 59: What Makes Us Tick ft Mary Carlson Ph.d, CFP®, AFC®

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin speaks with Mary Carlson, PhD, CFP®️, AFC®️ adjunct professoof the University of Georgia and Texas Tech. Understanding client behavior is the most important aspect of financial planning, however, it is often overlooked. Mary Carlson takes a deep dive into behavior, and how she helps others understand why it’s so important. We talk about her WHY and what brings her to wake up and provide value each day. We discuss some scenarios and how traditional advice has changed over time Author of Anchors, Ostriches, and a Hot Pair of Scissors…