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Connect with Spencer!
Learn more about the Mindful Advisor Retreat: Mindful Advisor Retreat
If you want to connect with Spencer personally: Spencer@abacuswealth.com
If you want to grow your wealth & explore your relationship with money, go to www.Spencer-Sherman.com/free for free resources.
Interview Summary
• Mindfulness, emotional intelligence, and financial advising.
• Money mindset and emotional intelligence in the financial industry. 4:36
• Money psychology and financial planning with successful advisor. 9:46
• The psychology of money and decision-making. 13:50
• Creating a safe space for clients to share their financial concerns. 18:10
• Personal growth and financial planning for advisors. 26:30
• Mindfulness and emotional intelligence in financial advising. 30:48
• Prioritizing life fulfillment and financial success. 38:01
• Scaling a financial advisor business through networking, goal-setting, and personal growth. 40:20
• Scaling a business and personal growth through networking and self-awareness. 45:07
• The importance of saying no in the financial advisory profession. 50:21
• Saying no to clients for maximum success. 52:36
This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer founded. Should you wish to connect with a financial advisor, we welcome you to schedule a free introductory 15 minute phone call. Once your financial needs are understood, we would be happy to help you find the best fit.
