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Mindfulness for Financial Advisors
7.5 CFP CE Credits

"As awareness grows regarding the importance of the interpersonal aspects

of financial advice, Mary is THE guide for advisors in doing the real

and challenging work of mindfulness to increase well-being and

show up more authentically in life and as a thinking partner with clients."

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 for co-authoring 

Integrating Interpersonal Neurobiology into Financial Planning:

Practical Applications to Facilitate Well-Being

You’re good at the doing parts—you’ve got all the training. You’ve got tools and protocols and checklists. Everything’s branded and looks great. But what about your inner toolbox?


From Deep Listening to pausing to skillfully responding when someone is emotional to regulating your nervous system when you’re starting to react to a client or their story . . . skills of being are what make you who you are as a human advisor. A calm port in a storm, a grounded guide during times of adversity, and someone who understands, first-hand, how to cultivate resilience and well-being because you put your oxygen mask on first.


No matter how good robos get in the next 10 years, they’re not going to be able to be that.

I created Mindfulness for Financial Advisors to introduce Mindfulness as a Way of Being to people whose concerns are usually around doing. The class is for busy professionals who aren't going to prioritize the time necessary for Mindfulness-Based Stress Reduction (MBSR), and who want mindfulness packaged in a way that connects it to their work in a practical way. It's science-based, as MBSR has been studied for decades, plus 2020's award-winning FPA paper showed that mindfulness promotes insight, connection, and more skillful advisor-client interaction. 

Please know that there is no role play in this class and it is completely confidential. Put whatever you think you know about yourself and everyone else aside, prioritize the time, and sharpen your skills at . . . being . . . human.

Topics covered:

  • Mindfulness as self-care for well-being

  • Presence—The How

  • Embodiment—The How

  • Deep Listening, Inquiry, and other Relational Skills

  • Dealing with your own emotions as well as those of your clients

  • Transforming your relationship to what you call stress

  • Mindful movement, eating, and social media/news/Internet consumption

  • We become what we practice—the neuroscience of crafting and cultivating a new way of being

  • Futures-thinking—learn how to expand the way you think about the future and help your clients imag

Contact me with questions, including pricing for teams by booking a call or emailing me at

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