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ARTICLES (2019-25)

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"To Best Connect with Clients, Connect with Yourself," Fortin and Martin, Journal of Financial Planning (February 2023)

Literature Review: Transition Events

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"How Advisors Can Combat Rising Stress Levels," interview with Patricia McDaniel, March 2022

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"Connect with Yourself to Better Connect with Clients," May 2022

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"Advisors Reminded of the Power of Listening When Talking to Clients," January 2022

PRACTICES & DECKS (2020-25)

Sound Check Deck

Feeling Tone Deck

Debunking 4 Myths
About the Brain
Deck

100 Ways Anything
Can Be Different
In The Future
Deck

LinkedIn

Social Media

Does This Need
To Be Said?

Two Things 
That Don't Get
Enough Love

Self-Compassion

Focused Attention

2-min
00:00 / 02:04

Open Awareness

3-min OpenAwareness
00:00 / 02:50

Sound Check

3-min SoundCheck
00:00 / 03:39

PODCASTS (2020-23)

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