EPISODE · Dec 29, 2023 · 53 MIN
Emotions & Money, Scaling Your Business, & Emotional Intelligence with Spencer Sherman
from Success + Money + Mindset · host Scottie Taylor Jr
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 RetreatIf 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.
What this episode covers
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 RetreatIf 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.
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Emotions & Money, Scaling Your Business, & Emotional Intelligence with Spencer Sherman
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