At the heart of our professional journey is the impact we have on our clients. Two key parts of that are attracting and engaging with only the clients that will flourish with you, and also cultivating an atmosphere that invites your clients to share their deepest fears and aspirations. During this 1-day residential retreat at the Green Gulch Zen Center we will focus on attracting and retaining the right clients. We’ll also discover how simple emotional intelligence and mindfulness practices can help us do this.

Join Spencer, along with Tami Simon and Judy Wilkins-Smith for a free online master class on how to create more ease and flow in the area of money from the inside out.

Join us weekly on Clubhouse! Break the money taboo to gain freedom and peace with money. Topics include Enough, Gratitude, Money Awareness, Generosity, and more.

What is “enough”? And how can “enough” be a liberating principle for our finances and our life? With mindfulness, compassion, and supportive community, discover a new and productive approach to money in this daylong workshop at Spirit Rock Meditation Center.

Through guided meditations and interactive exercises, you will loosen your conditioned beliefs and gain new perspectives on money, uncovering financial wisdom and cultivating a resilient, confident, and empowered attitude toward your finances.

Imagine up-leveling your ability to profoundly connect with your clients, while surrounded by the breathtaking views of the Marin Headlands and the Pacific Ocean at Green Gulch Zen Center. Five years running, this 24-hour retreat for Certified Financial Planners & Advisors takes place at the Green Gulch Farm Conference Center in Muir Beach, California. Overnight accommodation is available (limited availability).

Tuesday, October 24. 2023: 11am PT

Regardless of how much money you have or the financial challenges you’re facing, it is possible to shift from fear, confusion, and avoidance, to clarity and action. Often, we overlook mindfulness when thinking about our finances, making it a prime area for positive change and transformation.

Join Spencer for a special presentation on The Dharma of Money as part of a 4-part online series from Wisdom 2.0. Sessions will be recorded for later viewing, and participation is by donation.

• Develop a mindset conducive to financial success
• Fine-tune your emotional intelligence to make wise financial decisions
• Learn to dwell “below the iceberg” and develop more peace and ease around money

Imagine up-leveling your ability to profoundly connect with your clients, while surrounded by the breathtaking views of the Marin Headlands and the Pacific Ocean at Green Gulch Zen Center. Five years running, this 24-hour retreat for Certified Financial Planners & Advisors takes place at the Green Gulch Farm Conference Center in Muir Beach, California. Overnight accommodation is available.

I’m thrilled to be speaking at the online Self-Care Summit on January 15. Speakers include Alex Ortner, Ocean Robbins, Dr. Dan Siegel, Kelly McGonigal, Thomas Hübl, Kristin Neff, Christopher Germer, Dr. Judson Brewer, Justin Michael Williams, Vicki Robin, Lynne Twist and many more in an event designed to help you prioritize your well-being.

The Dharma of Money daylong program can help you overcome your fears and anxieties to embrace a resilient and empowering attitude toward your finances. You are better at handling money and wiser than you think. By loosening the fixed beliefs you inherited, and embracing simple, universal truths, The Dharma of Money can transform your financial life into a source of peace, kindness, engagement, connection, and joy.

In this episode, Spencer discusses tactics that you can implement today to help transform your relationship with money from one of anxiety and fear to ease and abundance.

• Develop a mindset conducive to financial success
• Fine-tune your emotional intelligence to make wise financial decisions
• Learn to dwell “below the iceberg” and develop more peace and ease around money

A provocative conversation around "Enough," learn practical tools to calculate how much is "Enough," and learn how the "Enough" principle can decrease stress, and lead to health and wellness in all areas of our lives.

Distinguish yourself by learning tools to help your clients dissolve bad money habits. Create more impactful client relationships by learning how to help clients access their wisdom and emotional intelligence. Help your clients transform their relationship to money by shifting from more to Enough. 

In this episode, Spencer interviews Author, Philanthropist, Fundraising Coach and Non-profit Changemaker, Lisa Greer on how to have a successful conversation around money and why generosity can be a path to abundance. Program begins at the 4:36 mark.

The Inner MBA is a certification program and online community created in partnership by Sounds True, LinkedIn and Wisdom 2.0 to help you master the new paradigm of business to achieve exceptional results.

EARLY ENROLLMENT—AND YOUR CHANCE TO SAVE ON TUITION—ENDS AUGUST 23. USE CODE ABACUS2500 AND SAVE NEARLY 50% OFF.

• Develop a mindset conducive to financial success
• Fine-tune your emotional intelligence to make wise financial decisions
• Learn to dwell “below the iceberg” and develop more peace and ease around money

I’m thrilled to be speaking at the online Self-Care Summit, May 15. Speakers include Sharon Salzberg, Kristin Neff, Shelly Tygielski, Stephen Porges and 35 more in an event designed to help you prioritize your well-being. Click here to register for FREE!

How do you achieve financial sustainability in your life and work, particularly when working for social change and social justice? In this program, we will learn that financial sustainability is about transforming our relationship to money so we can access our financial common sense. Part of the Yoga Mindfulness and Social Change workshop series at Loyola Marymount University.

Imagine up-leveling your ability to profoundly connect with your clients, while surrounded by the breathtaking views of the Marin Headlands and the Pacific Ocean at Green Gulch Zen Center. Five years running, this 24-hour retreat for Certified Financial Planners & Advisors takes place at the Green Gulch Farm Conference Center in Muir Beach, California. Overnight accommodation is available.

The Dharma of Money daylong program can help you overcome your fears and anxieties to embrace a resilient and empowering attitude toward your finances. You are better at handling money and wiser than you think. By loosening the fixed beliefs you inherited, and embracing simple, universal truths, The Dharma of Money can transform your financial life into a source of peace, kindness, engagement, connection, and joy.

The pandemic, while financially benefiting some and hurting others, presents an unexpected opportunity for us to relate to our finances in much healthier and wiser ways! Each of us can experience ease and freedom, regardless of how much money we have or how competent we feel with money. Attendees will come away with new practices to help unhinge us from our autopilot money thoughts and behaviors and lead us to freedom and “Enough.”

• Develop a mindset conducive to financial success
• Fine-tune your emotional intelligence to make wise financial decisions
• Learn to dwell “below the iceberg” and develop more peace and ease around money

A lunchtime learning session with Spencer Sherman & Dr. Edward Viljoen. Hosted by the Center for Spiritual Living Santa Rosa.

Dr. Edward will host a conversation with Spencer Sherman about mindfulness, possessions, and money.  The topic is “The Road to Enough,” and you’re invited to learn more about Spencer Sherman’s mindfulness work.  There will be a time for questions and answers from the audience as well.

What if you could relate to money in less stressful and more productive ways? Each of us can experience ease and freedom, regardless of how much money we have or how competent we feel with money. Spencer will engage us in practices that unhinge us from our autopilot money thoughts and behaviors.

An experiential event for financial planners, with guided meditation, discussions, and practical tips on how to bring emotional intelligence to money, which can transform clients' financial lives into a source of peace, kindness, connection, and joy.

• What drives our financial behavior, our stress, our success?
• The danger of believing that one's net worth defines our self-worth
• How much is enough and how do we cultivate ease in the workplace of law practice?
• Investing without stress
• Managing the constant ups and downs of work and finances