The Mindful Advisor Retreat helps professionals, including financial advisors, attorneys, CPA’s, philanthropic advisors, and therapists/coaches cultivate essential communication skills that get to the heart of client relationships. It’s an opportunity not just to grow your business and attract the right new clients, but to deepen the bonds with those who already trust your guidance.

Enjoy an overnight retreat experience in the breathtaking Marin Headlands on the edge of the Pacific Ocean, offering a space to unplug, be present, and rediscover the essence of you and your gifts. This is an amazing opportunity to learn how to build a more successful practice by offering clients your most valuable asset — your presence.

BENEFITS OF THIS RETREAT:

Elevate your work-life through effective daily practices & routines.
Shift from a mindset of fear and scarcity to one of "Enough," which is where our boundless potential lies.
Immerse yourself in a community that fosters compassionate insight and collaboration. (Studies show that we learn most from people outside our everyday inner circles.)

THE EXPERIENCE:

Mindful Actions: You’ll learn how to develop actionable daily routines tailored to grow your business, with a specific focus on what’s within your control and what’s easily doable.

Inner Alchemy: Let go of external “scores” or benchmarks and reorient towards a deep sense of trust in your own unfolding journey. You’ll learn how to measure success through your efforts, rather than external results. That’s where real freedom—and progress—begin.

Embodied Presence: Learn the subtleties of living in the organic flow of your business so that you find joy and satisfaction in the process of building your business, while also expanding your sense of identity.

Circles of Wisdom: Engage with seasoned peers in an atmosphere of safety and openness, where you draw from the collective wisdom.

“Connecting with other advisors in such an authentic and deep way during this retreat has had, and will continue to have, a very positive impact on how I relate to my clients and to my team. Numbers matter in what we do, but a caring, engaged presence matters so much more.”

– MAUREEN

ACTIVITIES TO TRANSFORM YOUR APPROACH TO WORK, AND LIFE:

Emotional Intelligence Training: Deepen your capacity to experience empathy, compassion, and attunement to others through evidence-based communication exercises.

Dialogue Circles: Dive into topics that will challenge and inspire you. Share, listen, and reveal what’s blocking or nurturing your fullest expression.

Meditation: Immerse yourself in short practices and experiential activities that allow you to shift into a deeply restful state through the activation of your parasympathetic nervous system (this is a very relaxed AND alert state of being)

Nature Hikes: Experience nature as the backdrop for heart-centered business and life conversations.

Silent Beach Walk: A concluding walk that is an invitation to integrate and embody what you’ve learned.

“The 26 hours flew by and you forget you are at an event with a group of professional advisors. Spencer and team facilitate such a wonderful event that nourishes the soul. You will leave the event like a new version of yourself, more equipped to serve clients than ever before.”

– DARIA

WHY CHOOSE THIS RETREAT?

The entire experience spans only 1 day (including an overnight stay) yet is impactful enough to bring about a fuller experience of yourself as you learn to release the beliefs and habits that are hindering your growth.
Give yourself permission to unplug and be present, fostering clarity and spacious thinking.
Immerse yourself in the serene setting of Green Gulch Zen Center — a world-class retreat center that echoes the inner calm we all want to cultivate more regularly.
Experience a learning vacation that’s vastly different from traditional conferences, where you will learn to recharge your mind and transform your approach to business.
CFPs can earn 8 hours of continuing education credits by attending this program (available through the CFP Board; please provide your CFP license number when registering)

READY TO UNLOCK A NEW CHAPTER IN YOUR PROFESSIONAL JOURNEY?

Join Spencer to explore the boundaries of what’s possible in your business while looking inward toward the unique abilities you’re being called to express.

This is where your true potential unfolds. Uncover the best version of yourself, both as a professional and an individual.

Your journey to immerse yourself in mindfulness practices that foster a richer, more meaningful business and life, begins here.

REGISTRATION INCLUDES:

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