Human-Side Training for Financial Advisors | The Future of Financial Advice

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The Future of Financial Advice:

Practicing Well-Being and Connection

8 weeks to improving your client experience
by improving YOUR experience.

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Mindful Awareness & Futures Thinking

Mary Martin, PhD

Mindfulness Educator, author of Mindfulness for Financial Advisors: Practicing a New Way of Being, creator of the original course, and Futures Thinker. Designer of learning experiences that cultivate awareness, adaptability, and optimism. Brown University, Mindful Schools, and trauma-certified. Recipient of 2022 Imagination Leadership Award from the Institute for the Future and a Founding Member of its Urgent Optimists community.

Relational Neuroscience

Julie Fortin, CFP®, FBS®, CeFT®

Recipient of the Journal of Financial Planning's 2020 Montgomery-Warschauer Award for the most outstanding contribution to the field for co-authoring "Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being." Nudging advisors to appreciate the relationship between their own well-being and their client relationships.

Julie is a Partner/Wealth Manager with Northstar Financial Planning.

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8 weeks to improving your client experience by improving YOUR experience.

Your Guides

8 weeks to improving your client experience
by improving YOUR experience.