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This course can no longer be booked.

Available Online

The Future of Financial Advice

Practicing New Ways of Being, Thinking, and Relating

  • Started Sep 12
  • 599 US dollars
  • Zoom

Service Description

This 8-week experience builds a different kind of future advisor—one who is intentional, curious, grounded, compassionate, and equanimous. Regardless of what social robots have learned and how well AI can predict, if there are human financial advisors in 10 years it will be because they provide something non-human solutions can't yet provide: the guidance and wisdom of a compassionate human with a well-regulated nervous system. With mental health at a low, and with the reported mismatch between how advisors think they're doing and how clients think advisors are doing, the skills and tools in this course have never been more urgently needed. Join us for practices, tools, games, and play that: * support well-being * forge deeper connections * cultivate curiosity, creativity, and better decision-making * teach emotion regulation * improve focus and attention * unstick the mind * broaden the imagination * manage stress more effectively * expand mindsets * build systems-thinking skills * tap into what makes humans unique and how to leverage that to connect with clients We are our habits of being, thinking, and relating. What are your habits and what future self are they creating? If you want to connect with others easefully and joyfully, this experience is for you. Your guides are Mary Martin, PhD, the creator and author of Mindfulness for Financial Advisors, and Julie Fortin, CFP®, FBS®, CeFT®, recipient of the Journal of Financial Planning’s 2021 Montgomery-Warschauer Award for the most outstanding contribution to the field. Pricing: $599 after 8/1 email us for group pricing We're dedicated to making this deep inner work available to all who are dedicated, in earnest, to attending all the classes and the retreat. Please contact us at if the cost is a hardship for you. Attendance Policy: This is a highly experiential, immersive class that relies on the presence and engagement of all members. Please review the dates and block them on your calendar. Prepare to arrive a few minutes early and stay until the end. The classes will not go into overtime. If you must miss one class, that's okay, but we'd prefer you are all present and prepared for the classes as well as the retreat. Your peers are counting on you to co-create a cohesive micro-community. Cancellation policy: Full refunds are available prior to the first class. After the first class, there are no refunds.

Upcoming Sessions

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