The Mindful Advisor:
Creating Spaciousness in Your Life
May 15-16, 2024 - Marin County, California
A 1-Day Residential Retreat with Spencer Sherman, MBA, CFP®
*The Mindful Advisor Retreat is offered quarterly in 2024. View all upcoming retreat dates here.
What is the Mindful Advisor Retreat?
The Mindful Advisor retreat helps professionals, including financial advisors, attorneys, CPA’s, philanthropic advisors, and therapists/coaches, cultivate essential communication skills that get to the heart of client relationships. It’s an opportunity not just to grow your business and attract the right new clients, but to deepen the bonds with those who already trust your guidance.
Enjoy an overnight retreat experience in the breathtaking Marin Headlands on the edge of the Pacific Ocean, offering a space to unplug, be present, and rediscover the essence of you and your gifts. This is an amazing opportunity to learn how to build a more successful practice by offering clients your most valuable asset — your presence.
Benefits of This Retreat:
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Elevate your work-life through effective daily practices and routines. Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Shift from a mindset of fear and scarcity to one of "enough," which is where our boundless potential lies. Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Immerse yourself in a community that fosters compassionate insight and collaboration. (Studies show that we learn most from people outside our everyday inner circles.) Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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The Experience:
Mindful Actions: You’ll learn how to develop actionable daily routines tailored to grow your business, with a specific focus on what’s easily doable and within your control.
Inner Alchemy: Let go of external “scores” or benchmarks and reorient towards a deep sense of trust in your own unfolding journey. You’ll learn how to measure success through your efforts, rather than external results. That’s where real freedom—and progress—begin.
Embodied Presence: Learn the subtleties of living in the organic flow of your business so that you find joy and satisfaction in the process of building your client base, while also deepening your relationship with existing clients, and yourself.
Circles of Wisdom: Engage with seasoned peers in an atmosphere of safety and openness, where you draw from the collective wisdom.
“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
Activities to Transform Your Approach
to Work, and Life:
Emotional Intelligence Training: Deepen your capacity to experience empathy, compassion, and attunement to others through evidence-based communication exercises.
Dialogue Circles: Dive into topics that will challenge and inspire you. Share, listen, and reveal what’s blocking or nurturing your fullest expression.
Meditation: Immerse yourself in short practices and experiential activities that allow you to shift into a deeply restful state through the activation of your parasympathetic nervous system. This peaceful, yet aware state is perfect for unwinding and rejuvenating.
Nature Hikes: Experience nature as the backdrop for heart-centered business and life conversations.
Silent Beach Walk: A concluding walk that is an invitation to integrate and embody what you’ve learned.
“The 26 hours flew by and you forget you are at an event with a group of professional advisors. 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
Why Choose This Retreat?
- The entire experience spans only 1 day (including an overnight stay) yet is impactful enough to bring about a fuller experience of yourself as you learn to release the beliefs and habits that are hindering your growth.
- Give yourself permission to unplug and be present, fostering clarity and spacious thinking.
- Immerse yourself in the serene setting of Green Gulch Zen Center — a world-class retreat destination that mirrors the inner calm we strive to cultivate in our lives.
- Experience a learning vacation that’s vastly different from traditional conferences, where you will learn to recharge your mind and transform your approach to business.
- CFPs can earn 8 hours of continuing education credits by attending this program (available through the CFP Board; please provide your CFP license number when registering).
Ready to Unlock a New Chapter in Your Professional Journey?
Join Spencer to explore the boundaries of what’s possible in your business while looking inward toward the unique abilities you’re being called to express.
This is where your true potential unfolds. Uncover the best version of yourself, both as a professional and an individual.
Your journey to immerse yourself in mindfulness practices that foster a richer, more meaningful business and life, begins here.
Includes:
Training
Program
Overnight Accommodation
3 Vegetarian Meals
Snacks & Refreshments
Get Your Tickets Now!
Frequently Asked Questions
Unlock a New Chapter in Your Professional Journey
About Your Instructor
Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to business and life. He challenges his clients and students to rethink “rules” and enliven their work using evidence-based, yet highly accessible emotional intelligence practices, so they can envision their work and their lives in a more meaningful way. Spencer has done over 30 week-long meditation retreats and has been practicing since age 21. He is a Certified Mindfulness Teacher through Search Inside Yourself (Sourced at Google) and a Qualified MBSR teacher. He has been teaching the Mindful Advisor Retreat for over 10 years.
Privacy Policy | © 2023 Spencer Sherman. All Rights Reserved.
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.