In the Season 1 finale, we hear the story of how Spencer Sherman bounced back from a devastating event to build a highly successful financial firm. And equally fascinating, he did so using Buddhist principles that still guide the business to this day.

Welcome to To Lead Is Human. This show helps listeners envision how they can uplevel their leadership and shape cultures of accountability, respect, and candor.

Spencer Sherman is a Certified Financial Planner,® co-founder of the B-Corp financial advisory firm Abacus, author, spiritual teacher, and an advocate of developing a mindful money mentality.

“Sometimes in our industry and as a financial advisor, there’s an over-focus on the future. [But] a big part of Buddhist philosophy is living well in the present moment..”

Spencer Sherman

Spencer Sherman has been sharing the powerful tools of mindfulness with financial advisors for 20 years. He leads Mindful Advisor Retreats where attendees learn how to have more engaging and creative client conversations. Spencer’s philosophy is that when advisors cultivate equanimity, focus, compassion, and self-awareness, they can have significantly more impact.

He is the co-founder and former CEO of Abacus, a founding B Corp with Buddhist values. Abacus helps people expand what’s possible with their money and experience a sense of “enough” here and now, not just in the future.

Spencer is the author of The Cure For Money Madness (Random House, 2009), a guide to overcoming our inherited money beliefs, which undermine our ability to earn, share, invest, save, and enjoy money. He also teaches a course called “The Dharma of Money,” helping people transform their relationship with money regardless of their economic circumstance.

He holds an MBA from the Wharton School and is a Certified Financial Planner.®

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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, Abacus welcomes you to schedule a free introductory 15-minute phone call. Once your financial needs are understood, they will be happy to help you find the best fit.

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For more than 30 years, Sharon Richmond has partnered with C-level executives from mid-size and small, fast-growing companies who want to up-level their leadership and build companies they are proud of. Clients accelerate their leadership by embracing mindset and behavior changes, building self-awareness and self-management skills, and focusing on the three things all leaders must ensure: focus, energy, and delivery.

Sharon’s purpose as an executive coach is to help leaders 10X their impact by leveraging the power afforded by their roles to build organizations that are forces for good, both economically and socially. She also advises CEOs on shaping organization culture and leading change.

Sharon has taught leadership at Stanford GSB, where she now helps leaders increase influence, manage conflict, and prepare to build high-performing teams.

To see a list of Sharon’s clients, please visit https://LeadingLarge.com.

Resources or websites mentioned in this episode:
Mirasee
Sharon’s website
Spencer’s website
Abacus
Google’s Project Aristotle
Dr. John Kabat-Zinn’s Mindfulness-Based Stress Reduction (MBSR)

Credits:
Producer: Cynthia Lamb
Executive Producer: Danny Iny
Assembled by: Melissa Deal
Audio Post Supervisors: Evan Miles and Christopher Martin
Audio Post Production: Post Office Sound
Music Soundscape: Chad Michael Snavely
Making our hosts sound great: Home Brew Audio

Music and SFX credits:
Track Title: Escaping Light
Artist: Aaron Sprinkle
Writer: Aaron Sprinkle
Publisher: A SOUNDSTRIPE PRODUCTION

Track Title: Bright Future
Artist: Be Still The Earth
Writer: Marshall Usinger
Publisher: A SOUNDSTRIPE PRODUCTION

Special effects credits:
24990513_birds-chirping_by_promission used with permission of the author and under license by AudioJungle/Envato Market.

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