#80 Market Volatility and Investor Psychology w/ Spencer Sherman, Founder, Abacus Wealth Partners, LLC
Description
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Spencer Sherman (MBA, CFP®) (https://abacuswealth.com/) 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:
1. Revolutionizing Advisor Models
2. Market Volatility and Investor Psychology
3. The Psychology of Investing
4. Balancing Risk and Reward
LinkedIn: https://www.linkedin.com/in/mindfulspencer/ https://www.linkedin.com/company/sherman-financial-inc/
Website: https://abacuswealth.com/
https://www.spencer-sherman.com/
Instagram: https://www.instagram.com/mindfulspencer/channel/
Twitter: https://twitter.com/SpencerSherman
Facebook: https://www.facebook.com/MindfulSpencer.Financial/
YouTube: https://www.youtube.com/@spencersherman6911
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
United States
