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
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 20 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.
Mindfulness as self-care
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.
DEEP listening has revolutionized my life!
I am a better Mom, partner, and accountant for it.
Celia Powell, CPA
Mary is a brilliant guide, having listening skills and
being able to keep the process going effortlessly.
Ian Walton, CFP®, CeFT®
Pietermaritzburg, South Africa
Many of us would never bother to pay much attention to meditation except that you custom-designed this course for us. Since we do tend to carry a lot of stress around, and knowing how debilitating it can be, not only for us personally but also for our relationships with our clients, I am very grateful to have had the opportunity to learn and practice with you. I learned things that I wouldn’t have ever known otherwise. I am sure you can use me as an example of someone who was a complete mess at the beginning but who now exhibits calmness and pause in how I am living and communicating.
Katherine Newton, CFP®, CeFT®
North Carolina, USA
I have started to look at my work in a completely different manner....
The personal and emotional side of money is what matters more to me now....
I was a bit skeptical before joining, but I’m glad I did.
Thank you once again for showing me the path.
Manish Jain, CFP®, CeFT®
Attending Dr. Mary Martin's mindfulness classes for advisors is like discovering a treasure chest of rare jewels: no two are the same, and they have offered me many opportunities for wonder and "aha" moments. The presentation style is a good blend of guided practice, teaching, as well as breakaway sessions to apply "being in the moment", listening, and communication skills. These sessions have transformed my own self-development journey and coaching relationships with clients. I highly recommend them.
Thank you for a wonderful course. This has been so good for my soul and has helped me to let go of so many things. I feel like my mind is so much clearer now.
Louis van der Merwe, CFP®