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MINDFULNESS for FINANCIAL ADVISORS

Practicing A New Way of Being

“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. Just like Mary's classes, this book is an experience. Mary Martin guides you through the real work as if she's right there with you, step-by-step with curiosity and humor.”

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

UPCOMING EVENTS

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Mindfulness for Financial Advisors

April 2022

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Mindfulness-Based Stress Reduction

April 2022

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Intro to Mindfulness for Financial Advisors

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MINDFULNESS

Mindfulness means many things to many people. It can mean a particular state of mind (“mindful”); a practice of some sort (e.g., body scan, lovingkindness); a particular type of awareness; and/or a multifaceted personal practice used as a way of coming to know the nature of one’s mind, emotions, body, and habit patterns.

Most people would define mindfulness meditation as a training of the attention that can result in increased concentration and focus, and less reactivity. There is so much more to it than moment-to-moment awareness of mental activity, emotions, sounds, and bodily sensations. However, if everyone increased their mindfulness according to that definition, assuming their intentions were sincere, the world would be a better place.

We all have ways of thinking and behaving, both when we are "stressed" and when we're not. The mindfulness I teach is rooted in Mindfulness-Based Stress Reduction. It's a way of being that positions you to be acutely aware of your present-moment experience, which enables you to be intentional and authentic with how you meet everyone and everything that shows up in your life. 

There are all kinds of claims being made about the benefits of mindfulness, and you should always look into the sources behind the claims to determine whether you feel comfortable with the sources and the claims. The messenger and the message are both important, as nothing is free of context.

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WHAT PEOPLE SAY...

Mary is:

A delightful pleasure.

Uncannily insightful.

Honest, refreshing, and a sensei of peace.

 

Helped calm me

in a swirling sea of busy.

Facilitated a new avenue

into my spirit.

James Brewer, MBA, CFP®, AIF®, CRPC®, 

PPC®, CDFA®, CFSLA

Financial Life Architect

Envision Wealth Planning Inc.

Mary is a mountain . . . strong . . . she makes the environment safe . . . and goes with the energy of the day.

Mariette Tappan
CFP®, CeFT®
Pretoria, South Africa

Her voice and cadence was very helpful, and the non-judgmental space she created for each of our meetings allowed me to focus and feel the importance of taking the time out of a busy day to do this work for me.
 

Jessie Foster
Boston, MA

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The competition for your attention is fierce. And if you don't know what it feels like when you're present, you won't fully grasp what it means to be lost in thought. Mindfulness begins with attention, but it's far from the whole story. Profound shifts occur as you become aware of, and able to meet, the full range of your human experience.

Wake up to life.