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 #32: “Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift

12/5/2022
In Episode #32 of Mindset Mastery, “Emotional Intelligence: How to Improve and Use EQ in Everyday Life,” host Marie Swift, CEO of Impact Communications, recaps the 2022 episodes so that listeners who missed one of these fabulous conversations can get a few quick tips from her summary – and make a note to go back and listen to the episodes that call to them. She also talks about Emotional Intelligence – commonly referred to as EQ, which stands for “emotional quotient.” While IQ tests measure...

Duration:00:25:24

Episode #31: "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD.

11/7/2022
In Episode #31 of Mindset Mastery, "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions," host Marie Swift speaks with author, poet, and teacher Gary J. Boelhower, PhD. As Professor Emeritus at The College of St. Scholastica, he continues to teach health humanities; healthcare ethics; living, dying and grieving; and leadership and wholeness. In this episode of Mindset Mastery, he tells us how to become grounded when we are afraid, when to use open-ended...

Duration:00:23:25

Episode #30: “Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success” with Mac Gardner

10/3/2022
In Episode #30 of Mindset Mastery, “Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success,” host Marie Swift, CEO of Impact Communications, speaks with book author and financial educator Mac Gardner, CFP. In addition to his book for adults, Motivate Your Money, Mac has created a book, coloring and worksheets, and a fun game for kids ages 7+ called 'The Four Money Bears: Berryville'. In this episode of Mindset Mastery, he talks about the five steps to...

Duration:00:26:56

Episode #29: “Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher

9/6/2022
In Episode #29 of Mindset Mastery, “Blessings In Disguise: Using Obstacles to Fuel Success,” host Marie Swift, CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher. In addition to her work as a personal finance reporter for the Wall Street Journal, Dagher is the author of “Resilience: How 20 Ambitious Women Used Obstacles to Fuel Their Success,” an ebook published by the WSJ and exemplified through the WSJ podcast she created and hosted called “Secrets of...

Duration:00:19:28

Episode #28: Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship

8/1/2022
In Episode #28 of Mindset Mastery, “Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship,” host Marie Swift, CEO of Impact Communications, speaks with three women who have made fiduciary financial planning and investment management their profession. She is joined by Anabel Diaz, CFP®, MSFP of Natural Bridges Financial Advisors; Cassandra Kirby, CFP®, EA of Braun-Bostich & Associates; and Dani Parris-Exline, CFP®, AFC® of Peace of Mind Financial...

Duration:00:24:02

Episode #27: “Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic” with Dr. Alex Melkumian

7/6/2022
In Episode #27 of Mindset Mastery, “Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Alex Melkumian, author of the recently released book, Financial Psychology: Restoring Financial Wellness in a Post-COVID Economy. A licensed Marriage and Family Therapist and founder of Financial Psychology Center in Los Angeles, he is devoted to helping clients improve their financial and mental health by uncovering...

Duration:00:24:01

Episode #26: “Mind Your Balance: Creating Effortless Success and True Happiness in Your Life” with Dr. Travis Parry

6/6/2022
In Episode #26 of Mindset Mastery, “Mind Your Balance: Creating Effortless Success and True Happiness in Your Life,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Travis Parry, author of the recently released book, Achieving Balance, and author of the forthcoming book, Balanced Growth. A former financial advisor, Dr. Parry holds a Doctorate in Family and Human Development, and a Masters in Psychology. He is focused on helping financial advisors – and other entrepreneurs who...

Duration:00:32:43

Episode #25: “Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today with Dr. James Pogue"

5/2/2022
In Episode #25 of Mindset Mastery, “Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today,” guest host Geoffrey Brown, CEO of the National Association of Personal Financial Planners (NAPFA), speaks with Dr. James Pogue, an expert who focuses on helping business leaders understand unconscious bias. In this fascinating conversation, he weaves together funny anecdotes and riveting tales that encourage us to strengthen our own commitment to lead, drive change, and...

Duration:00:26:23

Episode #24: “Radical Relevance: Building Share of Mind with the Right People the Right Way” with Bill Cates

4/4/2022
In Episode #24 of Mindset Mastery, “Radical Relevance: Building Share of Mind with the Right People the Right Way”, host Marie Swift speaks with Bill Cates, a Hall of Fame speaker, author and coach who has helped thousands of financial professionals and firms to tap into exponential growth by focusing messaging, maximizing client engagement, and leveraging relationships. The founder of Referral Coach International and the creator of the Bill Cates Relationship Marketing System™, Cates...

Duration:00:30:10

Episode #23: "It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes" with Caroline Gaynor

3/7/2022
In Episode #23 of Mindset Mastery, “It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes”, host Marie Swift speaks with Caroline Gaynor, a highly successful business person and endurance athlete who, when she’s not serving as a coach to fiduciary advisors as an employee of Avantis Investors, demonstrates that satisfaction is often found when acting in the service of others. An accomplished athlete in her own right, Caroline also volunteers her time in a...

Duration:00:21:05

Episode #22: “Level Up: How Mindfulness and Self Reflection Can Change the World” with Saundra Davis

2/7/2022
In Episode #22 of Mindset Mastery, “Level Up: How Mindfulness and Self Reflection Can Change the World,” host Marie Swift speaks with Saundra Davis, MS, APFC, financial coach, educator and trainer, distinguished Adjunct Professor at Golden Gate University, and founder of Sage Financial Solutions, a company that bridges the gap between financial service professions and low-wealth communities. Once a homeless teenager, Sandra believes that everyone needs and deserves access to competent,...

Duration:00:26:31

Episode #21: "Optimal Performance: Insights from an Olympic Medalist " with Paul Kingsman

1/3/2022
In Episode #21 of Mindset Mastery, “Optimal Performance: Insights from an Olympic Medalist”, host Marie Swift speaks with Paul Kingsman, author of The Distraction-Proof Advisor. Kingsman shares what it takes to become wildly successful, whatever your pursuit. As a young swimmer from New Zealand, Kingsman participated at the 1988 Summer Olympics, winning a bronze medal in the 200-meter backstroke. He also competed at the 1984 Summer Olympics. In a nutshell: Sometimes success or failure is...

Duration:00:22:30

Episode #20: "Who You Are IS the Message" with Marie Swift

12/6/2021
In Episode #20 of Mindset Mastery, “Who You Are IS the Message”, host Marie Swift recaps some of the best ideas shared by Mindset Mastery guests in 2021. She also shares her own thoughts and observations about life, liberty and the pursuit of happiness as we look back at the turbulence we’ve all been forced to move through over the past two years and cast our vision into 2022. In a nutshell: Marie Swift has been a student of mindset and self-improvement for over thirty years. She shares...

Duration:00:23:25

Episode #19: "Why Standing Out is No Longer Enough – And What To Do Instead" with Carl Richards

11/1/2021
In Episode #19 of Mindset Mastery, “Why Standing Out is No Longer Enough – And What To Do Instead”, Mindset Mastery host Marie Swift speaks with Carl Richards, a.k.a. “The Sketch Guy” for the New York Times. They talk about how to be hyper-relevant to the smallest group of people possible so that you can make the biggest difference in your clients’ lives. In a nutshell: Real financial planners can become the “the signal” by being visible while continually articulating their true value. Too...

Duration:00:26:13

Episode #18: "Dementia Prevention and Optimistic Aging" with Dr. Margit Henderson

9/7/2021
In Episode #18 of Mindset Mastery, “Dementia Prevention and Optimistic Aging”, Mindset Mastery host Marie Swift speaks with Dr. Margit Henderson, a psychologist who specializes in stress management and aging well. They talk about being more resilient and vibrant as we age – and how to help others who may be haunted by “pessimistic aging ghosts”. In a nutshell: Developing an “optimistic aging mindset” in midlife and beyond actually changes how well we live and experience life as we age. The...

Duration:00:20:33

Episode #17: "Brain Health: Beyond Crossword Puzzles and Sudoko" with Dr. Marc Milstein

8/2/2021
In Episode #17 of Mindset Mastery, “Brain Health: Beyond Crossword Puzzles and Sudoko,” Mindset Mastery host Marie Swift speaks with Dr. Marc Milstein, a Ph.D. in biological chemistry, scientist, researcher and professional speaker on human health, productivity, and happiness. They talk about the often-overlooked factors that accelerate the aging of your brain and how to avoid these traps. In a nutshell: There is so much more to keeping your brain in tip-top shape and lowering your risk for...

Duration:00:20:51

Episode #16: “Success That’s Satisfying” with Stephanie Bogan

7/6/2021
In Episode #16 of Mindset Mastery, “Success That’s Satisfying”, power coach Stephanie Bogan of Limitless Advisor gives Mindset Mastery host Marie Swift a formula for creating results that are both energy-producing and revenue-producing. In a nutshell: Success can be draining – but it doesn’t have to be that way. Financial advisors and founders can create bigger, better futures – on their terms – if they “mind their line” and are willing to give up “the lollipop of mediocrity.” The 4 Realms...

Duration:00:27:16

Episode #15: “The Power of Dialog and Story Listening” with Dr. Preston Cherry

6/7/2021
In Episode #15 of Mindset Mastery, “The Power of Dialog and Story Listening”, a self-proclaimed “story listener,” Preston D. Cherry, Ph.D., CFP® of Concurrent Financial Planning, LLC, talks with Mindset Mastery host Marie Swift about the power of dialog, authenticity, and creating common ground as a way to create more meaningful connections with clients, friends and family, while at the same time inspiring action. In a nutshell: Financial planners who connect with clients using some of the...

Duration:00:16:08

Episode #14: “Aligning Dreams, Desire and Positive Motivation” with Steve Sanduski

4/5/2021
In Episode #14 of Mindset Mastery, “Aligning Dreams, Desire and Positive Motivation,” New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host Marie Swift about how people make decisions, the art of storytelling and living your dream as a financial planner today. In a nutshell: Steve says that telling stories is the oldest form of influence; stories are a way to connect heart and mind. He talks about “reframing the conversation” and...

Duration:00:23:18

Episode #13: “Hard Times Call for Soft Skills” with Mitch Anthony

3/1/2021
In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology, and how financial advisors can better connect with and serve their clients. In a nutshell: Mitch says the characteristics that leaders demonstrate in times of chaos and uncertainty include empathy, deep listening, and a calm, reassuring...

Duration:00:15:09