Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today's conversation features Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sectors for over a decade, helping improve client outcomes.   She's the founder of www.ChiefFinancialMom.com, a personal finance education blog to help other busy moms. She's also the co-host of the Real Money, Real Experts podcast, and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University. 

The topic of this conversation is to help aspiring financial professionals learn about the difference between financial coaching and financial planning.

The two terms are often confused, but Dr. Mary Bell Carlson clears up any confusion and provides insight into both jobs to help make a decision as to which one you'd like to go after!

We discuss the following...

  • What is financial coaching?
  • Financial Coaching and Financial Planning
  • Why should you consider becoming a financial coach?
  • How can you become a financial coach?
  • Where financial coaches fit on the continuum of financial advice
  • Most Wanted List...Top Attributes for Financial Coaches


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