With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes-part of their practical approach for transforming and enhancing your relationship with money.
Financial Archetypes: The Innocent
The Innocent believes the "secret" to success is trusting the universe to provide . . . and it often does! But is this genuine faith in life's abundance, or does the Innocent simply feel too intimidated by the complexity of money to deal with financial reality? Discover simple and effective strategies to increase your comfort with money and help you plan without being overwhelmed. Brent Kessel, CFP, who was named one of the top wealth advisors in US, is cofounder of Abacus Wealth Partners. He has taught financial workshops in the US and Europe for over 12 years. He is the author of It's Not About the Money, one of Kiplinger's Top Five Business Books of the Year, and has appeared in the New York Times, Yoga Journal and on CBS and ABC News programs.
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, Fearless Finance University, and personal appearances. He is dedicated to helping all beings realize the benefits of shifting from a mindset of "more" to a mindset of "enough."
