The Mindful Advisor

After earning his MBA from Wharton, Spencer Sherman discovered that the secret to creating success and joy with our money and work is cultivating emotional intelligence and a resilient mind. He harnessed his 35-year meditation practice to transform fear and avoidance into wisdom and engagement and founded Abacus, a sustainable financial advisory firm that has grown to manage over $4 billion in assets. Spencer is the author ofThe Cure for Money Madnessand teaches in The Inner MBA program with New York University and Sounds True. He is a certified Search Inside Yourself mindfulness teacher (sourced at Google) and a regular guest teacher at Spirit Rock Meditation Center.

Spencer Sherman

Enrich your communication skills, emotional intelligence and ability to connect deeply with your clients and colleagues

Green Gulch Farm Zen Center

Let go of your routine, gain new perspectives on your life and business, and bring your advisory practice to a new level! The Mindful Advisor retreat helps advisors cultivate communication skills that are critical to professional success. You will learn how to help your clients be less reactive to the ups and downs of the markets, their careers, and their personal lives. You also get a beautiful retreat for yourself in the breathtaking Marin Headlands on the edge of the Pacific Ocean. This is an amazing opportunity to unplug and learn how to build a more successful practice by offering clients your most valuable asset — your presence.Reflections from recent attendees:<ul><li>Connecting with other advisors in such an authentic and deep way during this retreat has had, and will continue to have, a very positive impact on how I relate to my clients and to my team. Numbers matter in what we do, but a caring, engaged presence matters so much more. – Maureen</li><li>The 26 hours flew by and you forget you are at an event with a group of financial advisor professionals. Spencer and team facilitate such a wonderful event that nourishes the soul. You will leave the event like a new version of yourself, more equipped to serve clients than ever before. – Daria</li></ul>The CFP Board will grant each participant 8 hours of continuing education credits for attending this program.We would love to help make our retreat possible for you. To that end, we are happy to offer a limited number of scholarships. We evaluate scholarship opportunities based on need, diversity, and future impact. Please email spencer@abacuswealth.com if you&#x27;d like to apply.

<h3>Agenda</h3>Check-in opens at the amazing Japanese architectural Guest House on Wednesday, November 1 at 2 p.m. giving you time to settle in before we embark on a gorgeous walk/hike at 3 p.m. We will then have dinner, followed by a transformative conversation that evening.The following morning we begin with a relaxing movement &amp; sound session guided by Bre Blaney from Dimensional Fund Advisors. Then we'll engage in several powerful communication and mindfulness exercises, experience an evidenced-based visioning exercise, and cultivate focus and connection on a gentle beach walk before departing at 4:30 p.m.Notes: Overnight stay includes 3 vegetarian meals. Bathrooms are shared between 2 rooms. There will be a few brief, but powerful periods of silence. Limited Wi-Fi is available. If possible, we encourage all participants to take advantage of the opportunity to let go of technology.If you are interested in sharing a room with someone, please let us know and we can reduce the registration fee.

<h3>Refund policy</h3>Program registration is nonrefundable but transferable to another Mindful Advisor program.

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The Mindful Advisor

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The Mindful Advisor

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