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Mindfulness for Financial Advisors

"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 . . . 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. You put your oxygen mask on first.


Large Language Models and EmotionAI have come a long way and can be helpful collaborators. But they're not substitutes for a human nervous system. That's your not-so-secret weapon if you know how to use it. It's what makes you human.

The class is for busy professionals who want mindfulness packaged in a way that connects it to their work in a practical way. It's science-based, 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—leveraging your predictive brain

  • Futures-thinking—learn time-tested tools for thinking about the future.

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

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