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 #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

Episode #12: "Transition Fatigue and the Post-Pandemic Future" with Susan Bradley

2/1/2021
In Episode #12 of Mindset Mastery, “Transition Fatigue and the Post-Pandemic Future,” Susan Bradley, who has long been one of the financial life planning profession’s leading lights, talks with Mindset Mastery host Marie Swift about the human condition and how major transitions – such as the pandemic – create both opportunity and challenge for financial advisors and their clients. In a nutshell: Susan tells us how to develop the habits and “soft skills” needed to leave clients with a sense...

Duration:00:21:34

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 engaging...

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