In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes the multi-talented Andi Wrenn, AFC®, MQFP®—an exclusive speaker with the Financial Behavior Keynote Group. With over two decades of experience, Andi is an Accredited Financial Counselor, military-qualified financial planner, award-winning educator, mentor, and passionate advocate for financial well-being. Renowned for her creative approach and dedication to empowering both professionals and clients, Andi joins Mary to discuss her journey from the gymnastics floor to financial counseling, the evolution of her train-the-trainer ethos, and most notably, her acclaimed book study programs that have reshaped professional education in the financial services field.

Throughout the episode, Mary and Andi explore what led Andi to a career on stage, her unique blend of real-world client work and professional development, and how she continually reinvents her offerings to support the next generation of financial advisors. Andi dives deep into the genesis and lasting impact of her award-winning book study programs, which turn passive reading into powerful, actionable dialogue. Listeners gain an inside look at how these programs engage professionals across disciplines, foster meaningful peer interaction, and bring behavioral finance concepts to life—whether virtually, in-person, or at large conferences. The episode wraps with a peek at Andi’s creative flair, her passion for crafting (including her famous “money” outfits!), and her approachable, pay-it-forward persona that makes her a standout speaker and mentor.

Key Takeaways:

1. Book Studies that Transform Learning into Action: Andi’s book study programs go beyond traditional reading. By breaking books into manageable chunks and incorporating small-group discussions, they foster deep engagement, real-world application, and peer-to-peer learning. Participants don’t just “read” key behavioral finance books—they apply the insights directly to client work and personal growth, making each session meaningful and memorable.
2. Bridging Certification Gaps for Financial Professionals: Recognizing a crucial need, Andi’s experience hour programs serve aspiring Accredited Financial Counselors (AFCs), CFPs, financial therapists, and coaches who lack supervisor access or client-facing practice. Through mock and live counseling sessions, group feedback, and skill-building presentations, she helps bridge the gap between technical knowledge and confident, real-world application—building trust, empathy, and effective communication skills.
3. The Power of Community and Peer Learning: Community is at the heart of Andi’s approach. Her book studies and training programs intentionally foster connections among professionals from diverse backgrounds, creating safe spaces for everyone—from newcomers to seasoned experts—to share stories, perspectives, and best practices. The result is a supportive, dynamic network that continues to pay dividends long after the sessions end.
4. Behavioral Finance and Psychology Drive Client Success: Andi’s programs heavily emphasize the psychological and behavioral aspects of personal finance. By curating books like Nudge, Atomic Habits, and The Psychology of Money, and by prioritizing practical behavioral techniques, she equips advisors and coaches to help clients overcome shame, fear, and inertia—turning insight into sustainable financial change.
5. Creative, Approachable, and Iconically Memorable: Beyond her professional credentials, Andi’s personality—fun-loving, approachable, and endlessly creative—brings her teachings to life. Her handmade “money” outfits spark conversation, her hands-on crafting skills create unforgettable moments, and her “go with the flow” attitude ensures that every audience, whether at a conference or in a small group, walks away inspired and connected.

Learn more about Andi's book studies here: https://drive.google.com/file/d/1_MJ05xhG50myEOswu9-iPcZc1aNnEWLe/view