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A financial planner and investment advisor shares her experience at the Mindful Advisor Professional Wellness Retreat

March 25, 2024

Financial planner and investment advisor Ariadne Horstman @Tamarind Financial Planning talks about her experience at the Mindful Advisor Retreat with Spencer Sherman in Marin Co., California.


Video Transcript


Speaker: Ari H, Partner, Tamarind Financial

Please introduce yourself and share what you do for a living

Ari H: Hello, my name is Ariadne Horstman and I work with Tamarind Financial Planning, which is a firm that I own with my partner and I am a financial planner and investment advisor.

What specific challenge or need prompted you to enroll in the Mindful Advisor program?

Ari H: So the reason that I have attended the mindful advisor program is that I really like having that time to just have downtime and recharge and connect with other financial advisors who are similar to me, like minded people and to be in a very beautiful, peaceful place where I can reconnect to why I'm doing this kind of work.

How did the program help you reframe or move beyond this challenge?

Ari H: I have attended the mindful advisor program multiple times and whatever challenge is going on for me at a particular time, it is really helpful for me just to have that quiet time and step back and think about it or maybe not think about it and come up with new ideas and new inspirations.

Would you recommend the Mindful Advisor program to others, and if so, why?

Ari H: I would absolutely recommend the mindful advisor program to everyone that I know and people that I don't know, because I think it's an amazing program. I think meditation is very powerful and helpful. And even though I meditate every day, the chance to meditate with other people is much more energizing and powerful for people who haven't meditated before. I think it's really great to learn some new skills and try them out and see if that's helpful to them. And um I just think it's an amazing program. So I would completely recommend it.

What was your deciding factor in signing up for the program?

Ari H: Well, the deciding factor for me to sign up for the program is because I actually, um, originally came up with the idea and tried to find people to help me make it happen. And Spencer was the person that was able to bring this into life and, and make it happen and make it happen. Years later. I can't even remember how many years it's been going. But the only deciding factor in, in me signing up for this program every year is pretty much when I can fit it into my schedule. And, uh, that's it. Otherwise I just go.



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