Spencer Sherman
CEO, Entrepreneur, Mindfulness Teacher, Author
About Spencer Sherman
Spencer Sherman (MBA, CFP®) integrates the power of mindfulness and emotional intelligence with business and finance. As the founder and former CEO of Abacus, a values-driven financial consulting firm managing over $3 billion in assets, Spencer has transformed the lives of many, helping them forge stronger relationships with themselves and others to become more effective leaders and achieve financial success on their own terms.
After earning an MBA from Wharton, Spencer began a 35-year meditation practice – discovering along the way that the secret to professional success in finance, aside from proficiency with
“the numbers,” is cultivating emotional intelligence and a resilient, flexible mind.
Spencer is a dynamic speaker, integrating hands-on practical insights and immersive experiences with powerful stories – shedding a refreshing new light on the practice of business and the path to leadership. He challenges us to rethink the rules and enliven our work using easy to learn emotional intelligence practices so that we can approach ourselves, our work, and our lives in a new way.
Spencer is the author of
The Cure for Money Madness and teaches in The Inner MBA program at New York University and at Sounds True. He has taught at Spirit Rock Meditation Center and Insight Meditation Society, as well as at Meta and Mindwell. As a certified Search Inside Yourself trainer, he teaches about the integration of mindfulness, emotional intelligence, and business savvy for creating great corporate cultures and a better world. Deeply rooted in science, the SIY program has been taught to thousands of executives worldwide. Spencer has also been featured in major media outlets including
The Wall Street Journal, Barron’s, and CNN, and has been a corporate speaker at Meta, Charles Schwab, Dimensional Funds, the Financial Planning Association, and Mindwell, among others.
Speaking Topics
Spencer Sherman offers keynotes, corporate training, continuing education training, virtual presentations, and webinars, on a variety of topics. Potential topics include:
Mastering Leadership: Empowering Others and Cultivating a Culture of Generosity
Unlock your leadership potential while fostering the growth and development of those around you. Through illuminating stories and proven practices, we'll explore how to shift work dynamics from hierarchical structures to empowering collaboration, and gain a deep understanding of how nurturing other leaders can accelerate your own path to becoming an exceptional leader. Discover the power of cultivating emotional intelligence and self-awareness, as Spencer unveils four essential skills that will enable you to lead with confidence and clarity.
Learn why understanding the drivers of happiness is essential for both yourself and your team members, and how this knowledge can cultivate a more productive and fulfilled workforce. Whether you're just starting on your leadership journey or looking to elevate your existing skills, this session will equip you with a game plan to lead with more ease, and less volatility.
Unlocking Success: Harnessing the Power of UPOD (Under Promise, Over Deliver)
Transform your life, your culture, and your bottom line through the transformative concept of UPOD and learn how to instill this powerful, yet often overlooked, business skill within your entire team. Discover key strategies to effectively under promise without compromising on quality, and how to consistently over deliver and exceed expectations in order to enhance your credibility, build trust with stakeholders, and elevate the success of your projects and initiatives.
Finding the Right Clients
The ideal client relationship is one that brings joy and profitability to you, as well as measurable value to your client. However, discovering the right clients isn't just about finding a match—it's about igniting a flywheel of collaboration, mutual success, and referrals. Imagine attracting clients who not only align with your expertise but also become advocates, fueling a continuous cycle of growth. Learn how to identify these ideal partnerships and how to leverage their networks to amplify your reach. We'll also explore ways to master the art of saying "no" without burning bridges, and how to use clear expectations with upfront agreements to foster a long-term, passionate client base.
Thriving in Uncertainty: Cultivating Resilience for Sustainable Success
Even the most stable companies face uncertainty and volatility. Discover a unique approach to resilience that combines lessons from the past with simulations of future scenarios. Learn how resilience can transform your relationship with setbacks, reduce anxiety, and foster a mindset of continuous learning. By cultivating this inner strength, you'll be better equipped to navigate challenges, make informed decisions, and emerge stronger in turbulent times.
Mastering Courageous Conversations: Navigating High-Stakes Discussions with Confidence
In our professional and personal lives, there are moments when we must summon the courage to initiate difficult conversations. Whether it's providing constructive feedback or delivering disappointing news to executives, board members, clients, or shareholders, you'll learn how to approach these high-stakes interactions with confidence and effectiveness. Spencer will guide you through proven strategies for managing emotions, overcoming fear, and ensuring your message is both delivered and received constructively.
Unlocking Productivity: Transforming Meetings for Greater Impact
Join Spencer in this engaging presentation to discover practical strategies for making your meetings more efficient, impactful, and satisfying.
Discover efficient and healthy ways to begin and end meetings, maximizing their impact from start to finish. Gain insights into how to listen for the subtext of what is being conveyed, allowing you to uncover underlying messages and navigate conversations with greater depth and understanding. You'll learn how to capture key takeaways, clarify action items, and create a roadmap for implementation. Spencer will also share a powerful three-minute process - Target, Reflect, Engage, Visualize (TREV) - that helps to ensure that every participant is aligned, focused, and ready to contribute effectively.
Embracing the Power of “Enough”: Cultivating a Mindset and Culture of Well-Being and Success
In a world driven by relentless striving and a sense of scarcity, a surprising yet evidence-based truth is that fostering an “enough mindset” at work can help generate higher profits, attract and retain top talent, drive innovation, and cultivate creativity. Drawing on the latest research from neuroscience, you'll learn how our optimal performance is rooted in our relaxed parasympathetic nervous system, rather than the anxious sympathetic nervous system, and how an enough mindset serves as the antidote to overstriving and unhealthy stress.
Speaking inquiries
CREDENTIALS
All materials are for educational purposes only and are not to be considered investment, financial, or tax advice, nor do any of the author's opinions represent the opinion of Abacus Wealth Partners. Please consult with a financial advisor or CPA before making financial decisions. Should you wish to connect with a financial advisor that fits your situation, we welcome you to schedule a free introductory 15 minute phone call.