Preparing for and Meeting with Clients: 4 Mindfulness-Based Relational Skills

4.6 (5 votes)

Recorded On: 09/16/2021

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Mindfulness is a science-based method of preparing your nervous system for the nervous system that’s about to walk into the room. With intention and practice, your way of being can dramatically affect—even regulate—a person who is upset or angry. Your way of being can also draw out someone who appears to have checked out.

Experience 4 practices that cultivate the crucial relational skills you need to ground yourself, connect with your client, get to the heart of what matters to them, and do what is best.

This session has been approved for one hour of CDFA Continuing Education credit. 

Dr. Mary Martin


Mary is an Operations, People, and Publications Specialist with over 20 years of experience in both the for-profit and nonprofit arenas. On the Operations front, she is the fractional COO for several companies, including the Sudden Money Institute, and continuously serves on the working boards of directors. She was a founding board member of three nonprofits and was asked to serve as Interim Executive Director for over a year for a child-welfare agency. On the People front, Mary is often called the “glue person” on teams and enjoys developing the skills and talents of those she works with. With a knack for noticing what makes people happy and what they’re good at, she is able to help clients be better and do better. On the Publications front, Mary has ghostwritten or edited two dozen nonfiction books (half for the financial services industry). She has also written well-over a million dollars of grants, and developed curricula, assessments and rubrics. Her doctorate in Applied Linguistics from New York University focused on assessment and evaluation, and included adult learning theory.

Mary is also a Mindfulness-Based Stress Reduction (MBSR) teacher trained by the Brown University Mindfulness Center and a Certified Mindful Schools Instructor. She teaches mindfulness to children, teachers, parents and executives.


Recording: Preparing for and Meeting with Clients: 4 Mindfulness-Based Relational Skills
Open to view video.
Open to view video.
CE Credit
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available