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Unforgettable Events for Your Advisors

Wholesalers are looking for ways to bring unique, impactful and memorable events to their financial advisor clients. Pema’s speaking sessions, centered around the topics of mindfulness, performance, leadership, and DEI, provide attendees with robust education and practical implementation tools. Her sessions also include an exclusive guided meditation experience, leaving attendees calm and rejuvenated. 

Through awe-inspiring delivery your advisors exit the session feeling educated, entertained and empowered. With the possibility of either virtual or in-person events, you can access Pema’s expertise no matter where your advisors live.  

Pema frequently speaks in front of top financial advisors across the country at organizations such as Ameriprise, Morgan Stanley, UBS, Merrill Lynch, LPL Financial, Wells Fargo and Raymond James.  She’ll make your next financial advisor event an unforgettable experience!

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Meet Pema

Born and raised in Nepal, Pema Sherpa has been training in mindfulness principals for over two decades. Having earned her Master’s from Harvard University, studying mind- body relationship. She founded Pema Solutions to help workplace boast employee wellbeing, productivity, and inclusion.

She is passionate about teaching mindfulness practice without stripping away its robust philosophical and scientific implications while keeping it relevant and accessible.

What Our Clients Are Saying

I thoroughly enjoyed your sessions and would like to pursue mindfulness more. My biggest take-away was the ability to step back and refocus/reframe my mind to become calmer, more empathetic and patient and less reactive. I feel that the improved mental clarity and empathy gained through meditation will help improve my skills and effectiveness as a leader within the organization and make me a better person in general.


I have found the course so valuable and have now incorporated time every day to reflect on the day and meditate. I am feeling the benefits of it and am finding myself taking time out to breathe when things start getting a bit stressful to calm myself down and let me approach things with a more rational mindset.

Georgie B.Head of Channel Marketing

How these sessions have impacted me personally and as a leader, I think it all comes back to balance. I can't say that I am 100% on my daily meditation practice but I absolutely notice a difference in the way I feel on the days I do. I’d put my hit % at about 70% of the time. On those days I do feel calmer and more present and have an increased ability to take the daily pressures with a more balanced approach.

Andrew A.DVP

I love the workshop you designed for us! Personally I’m a big believer of meditation and mindfulness. Appreciate the effort you made to educate us on this important aspect of living.

Chenmei W.Research Analyst

Interactive and insightful bias workshop! I learned that we can only respect and tolerate different opinions by relying on views based on a respectful facts and ethical foundation.

Moritz M.Chief Strategy Officer

Thank you for shedding light on this very delicate but important topic in an effective manner.

Silvan S.VP Product Marketing

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