Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through books, courses, and personal appearances.
In this episode, Brian and Spencer discuss:
- Revolutionizing Advisor Models
- Market Volatility and Investor Psychology
- The Psychology of Investing
- Balancing Risk and Reward
Connect with Spencer:
LinkedIn │Website │Instagram │Twitter │Facebook │YouTube │Google Books
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