Mindset Mastery Podcast by NAPFA-logo

Mindset Mastery Podcast by NAPFA

Business & Economics Podcasts

Welcome to the Mindset Mastery podcast, brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/ Marie Swift, founder and CEO of Impact Communications, one of the most prominent and influential marketing consultants in the client-centered financial services world, will bring motivational insights and actionable advice to NAPFA members and interested others through a series of short podcast interviews. As show host, Marie will be hand-selecting guests from a "who's who list" of professionals, which will include some of the biggest names in the RIA consulting space, as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Lean in and listen now.

Welcome to the Mindset Mastery podcast, brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/ Marie Swift, founder and CEO of Impact Communications, one of the most prominent and influential marketing consultants in the client-centered financial services world, will bring motivational insights and actionable advice to NAPFA members and interested others through a series of short podcast interviews. As show host, Marie will be hand-selecting guests from a "who's who list" of professionals, which will include some of the biggest names in the RIA consulting space, as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Lean in and listen now.

Location:

United States

Description:

Welcome to the Mindset Mastery podcast, brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/ Marie Swift, founder and CEO of Impact Communications, one of the most prominent and influential marketing consultants in the client-centered financial services world, will bring motivational insights and actionable advice to NAPFA members and interested others through a series of short podcast interviews. As show host, Marie will be hand-selecting guests from a "who's who list" of professionals, which will include some of the biggest names in the RIA consulting space, as well as respected fiduciary financial planners who are accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Lean in and listen now.

Twitter:

@NAPFA

Language:

English

Contact:

847-483-5400


Episodes

Episode #11: "Building a Life by Choice, Not Chance” with Chris Yonker

1/4/2021
In Episode #11 of Mindset Mastery, "Building a Life by Choice, Not Chance”, Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in business or life. His expertise is in helping individuals find out what they want and then creating that in business performance, sales, leadership development, succession planning, mindset, and in their own personal lives. It all starts with vision – and Chris tells us how to begin in this...

Duration:00:22:50

Episode #10: "Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests” with Marie Swift

12/7/2020
In Episode #10 of Mindset Mastery, "Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests”, host Marie Swift recaps the 2020 podcast series and shares her own thoughts and observations about the global pandemic and 2020 business climate. In a nutshell: Marie Swift has been a student of mindset and self-improvement for over thirty years. She shares a handful of helpful tips for keeping the right mental focus during times of uncertainty and reminds us of all...

Duration:00:11:44

Episode #09: "Productivity and Time Management for Mere Mortals” with Michael Kitces

11/2/2020
In Episode #9 of Mindset Mastery, "Productivity and Time Management for Mere Mortals”, Marie Swift speaks with speaker/author/advisor Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Head of Planning Strategy for Buckingham Wealth Partners, co-founder of XY Planning Network, and a stakeholder in several additional offerings aimed at helping fiduciary financial advisors be more successful. In a nutshell: Michael Kitces is known for his boundless energy and omnipresence in the...

Duration:00:23:34

Episode #08: "Creating Demand for You and Your Expertise” with John Bowen

10/5/2020
In Episode #8 of Mindset Mastery, "Creating Demand for You and Your Expertise", Marie Swift speaks with John Bowen of CEG Worldwide. In a nutshell: John Bowen, founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors, talks about the skills and systems used by some of the top financial planners and investment advisors in the nation. In addition to offering to send a free book and video to those who request it, Bowen offers some quick tips and a mental...

Duration:00:20:02

Episode #07: "Benefits of Professional Diversity and Inclusion” with Kate Healy

9/3/2020
In Episode #7 of Mindset Mastery, "Benefits of Professional Diversity and Inclusion", Marie Swift speaks with Kate Healy of TD Ameritrade Institutional. In a nutshell: Kate Healy – or “Advo-Kate” as she's been dubbed by others in the financial planning profession who appreciate her tireless efforts to diversify the talent pool and create new career paths for deserving but sometimes overlooked groups – tells us how to overcome unconscious biases and reshape the future through a shift in...

Duration:00:20:30

Episode #06: “Playing to Win” with Joe Lukacs

8/3/2020
In Episode #6 of Mindset Mastery, "Playing to Win", Marie Swift speaks with Joe Lukacs of the Magellan Mastermind and Network. In a nutshell: Joe Lukacs – or “Coach Joe” as he has been affectionately dubbed by the members of his financial advisor tribe – tells us how to "create our own economies" by working on our emotional capital and mastering our own internal dialog. The focus is on developing new protocols that allow us to focus on what matters while leading with energy and authority to...

Duration:00:21:37

Episode #05: “Anything is Possible” with Michael Garry

7/6/2020
In Episode #5 of Mindset Mastery, "Anything is Possible", Marie Swift speaks with Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC, a Registered Investment Advisory (RIA) firm that provides financial planning, retirement planning and investment management services to approximately 120 clients. In a nutshell: Michael Garry built his independent financial advisory firm from zero to $100 Million AUM through sheer grit and determination. He tells us how he is...

Duration:00:23:37

Episode #04: "Mindset and the Entrepreneurial Journey" with Robb Baldwin

6/1/2020
In Episode #4 of Mindset Mastery, "Mindset and the Entrepreneurial Journey", host Marie Swift speaks with Robb Baldwin, Founder and Chief Executive Officer of TradePMR, a company that provides technology and custodial services for RIAs. In a nutshell: Robb Baldwin is a quintessential entrepreneur who in his early days as a financial advisor actually wore holes in the soles of his shoes. Robb went on to build a successful advisory business – and he will tell us some of that story in this...

Duration:00:11:51

Episode #03: "The Secret to Great Listening" with George Kinder

5/4/2020
In Episode #3 of Mindset Mastery, “The Secret to Great Listening”, host Marie Swift speaks with George Kinder, who is known internationally as the father of the financial life planning movement. In a nutshell: George Kinder and Kinder-trained instructors consistently teach foundational listening skills as a part of the EVOKE® Life Planning process. In this conversation, Kinder tells us why it is so important for financial advisors to engage with empathy, inspiration, and emotional...

Duration:00:29:24

Episode #02: "Building Relationships in Today’s Noisy, Digital World" with Kevin Knebl

4/6/2020
In Episode #2 of Mindset Mastery, "Building Relationships in Today’s Noisy, Digital World", host Marie Swift of Impact Communications speaks with Kevin Knebl, an international speaker, author, trainer and Joie de Vivre Coach™ whose clients include small, medium and Fortune 500 companies. In a nutshell: Kevin Knebl is recognized as a leading authority on LinkedIn and relationship marketing. In a more and more interconnected, over-caffeinated, hyper-competitive, always-on, 24/7/365,...

Duration:00:15:30

Episode #01: "The Neuroscience of Next Level Success" with Dr. Jody Jacobson

3/6/2020
In Episode #01 of Mindset Mastery, "The Neuroscience of Next Level Success", podcast host Marie Swift of Impact Communications speaks with Dr. Jody Jacobson, founder of the Human Skills Institute. In a nutshell: The human brain is naturally wired to see what's missing or wrong. This is a hold-over from primordial times when the brain's principal function was survival. Dr. Jacobson tells us how to overcome a negative mindset - which she likens to Velcro because our natural tendency is to...

Duration:00:21:22