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Emotions & Money, Scaling Your Business, & Emotional Intelligence with Spencer Sherman
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days:
Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook."
🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days.
🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼
Click here to grab the workbook
Connect with Spencer!
Learn more about the Mindful Advisor Retreat: Mindful Advisor Retreat
If you want to connect with Spencer personally: [email protected]
If you want to connect with Spencer personally: [email protected]
If you want to grow your wealth & explore your relationship with money, go to www.Spencer-Sherman.com/free for free resources.
Interview Summary
• Mindfulness, emotional intelligence, and financial advising.
• Money mindset and emotional intelligence in the financial industry. 4:36
• Money psychology and financial planning with successful advisor. 9:46
• The psychology of money and decision-making. 13:50
• Creating a safe space for clients to share their financial concerns. 18:10
• Personal growth and financial planning for advisors. 26:30
• Mindfulness and emotional intelligence in financial advising. 30:48
• Prioritizing life fulfillment and financial success. 38:01
• Scaling a financial advisor business through networking, goal-setting, and personal growth. 40:20
• Scaling a business and personal growth through networking and self-awareness. 45:07
• The importance of saying no in the financial advisory profession. 50:21
• Saying no to clients for maximum success. 52:36
This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer founded. Should you wish to connect with a financial advisor, we welcome you to schedule a free introductory 15 minute phone call. Once your financial needs are understood, we would be happy to help you find the best fit.
View all episodes
By Scottie Taylor Jr
4.8
2020 ratings
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days:
Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook."
🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days.
🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼
Click here to grab the workbook
Connect with Spencer!
Learn more about the Mindful Advisor Retreat: Mindful Advisor Retreat
If you want to connect with Spencer personally: [email protected]
If you want to connect with Spencer personally: [email protected]
If you want to grow your wealth & explore your relationship with money, go to www.Spencer-Sherman.com/free for free resources.
Interview Summary
• Mindfulness, emotional intelligence, and financial advising.
• Money mindset and emotional intelligence in the financial industry. 4:36
• Money psychology and financial planning with successful advisor. 9:46
• The psychology of money and decision-making. 13:50
• Creating a safe space for clients to share their financial concerns. 18:10
• Personal growth and financial planning for advisors. 26:30
• Mindfulness and emotional intelligence in financial advising. 30:48
• Prioritizing life fulfillment and financial success. 38:01
• Scaling a financial advisor business through networking, goal-setting, and personal growth. 40:20
• Scaling a business and personal growth through networking and self-awareness. 45:07
• The importance of saying no in the financial advisory profession. 50:21
• Saying no to clients for maximum success. 52:36
This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer founded. Should you wish to connect with a financial advisor, we welcome you to schedule a free introductory 15 minute phone call. Once your financial needs are understood, we would be happy to help you find the best fit.