29 episodes

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.

Mindset Mastery Podcast by NAPFA NAPFA

    • Business

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.

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

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

    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 Wealthy Women,” where she interviewed some of the most successful women in business, media and entertainment. In this episode of Mindset Mastery, she shares some of her favorite stories and lessons learned from those interviews and conversations.
    In a nutshell: Whether you are a celebrity navigating fame and fortune, an upwardly mobile professional, or a hardworking middle-class American, every one of us has the opportunity to harness the stress of life and to use the obstacles encountered to fuel success. For example, Shark Tank celebrity investor and real estate mogul Barbara Corcoran used grit and determination to overcome the challenges that came with dyslexia and a highly competitive business climate. Carla Harris, a gospel recording artist and Senior Client Advisor at Morgan Stanley, worked extra hard to earn a “seat at the table” and, in addition to her business success, was eventually appointed by President Barack Obama to chair the National Women’s Business Council. Dagher also shares her own coping mechanisms and says she tries to be as kind to herself as she is to others.
    To follow her work and read recent articles written by Dagher, visit www.wsj.com/news/author/veronica-dagher.
    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

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

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

    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 Planning. Cassie joined her firm 21 years ago and is now a senior advisor and partner. Dani, formerly an HR professional with 20+ years of experience, worked within large companies focused on healthcare, aeronautics, defense and cyberspace before joining her firm two years ago, where she is now a financial planner and partner. Anabel has been with her firm about six years and has worked her way into a client-facing, leadership position.
    In a nutshell: Each of these women joined an existing financial planning / wealth management firm to help founders build out the team, round out the succession plan, create capacity, and better serve the firm’s growing clientele. Leadership skills have been honed. Cross-mentoring methods are in place. Business models have been refined. They share all this and more in this episode, giving us an “inside look” at how career paths are being forged for others as the financial planning profession increasingly takes a DEIB stance. Diversity, equity, inclusion, and belonging (DEIB) are four concepts that work together to boost team dynamics, productivity, and innovation within an organization. With DEIB at the core of a company’s mission, team member have equal opportunities to feel valued and do their best work.
    Learn more about these fiduciary financial planners and their firms here: www.Braun-Bostich.com, www.NaturalBridgesFA.com, and www.PeaceOfMindFinancialPlanning.com.
    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

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

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

    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 patterns in their relationship with money that keep them stuck and suffering. In this episode, he provides ideas that can help reduce financial anxiety and improve financial wellness.
    In a nutshell: Financial psychology is the intersection of financial literacy, emotional awareness, financial beliefs, and cultural factors. Understanding how these factors interplay revitalizes emotional and financial health. You will learn how stress changes our brains, why it is important to demystify the label “stress,” how to silence your inner critic, create mental boundaries, and reclaim control. He explains how to use our emotions wisely and why a “worry session” can actually be a good idea.
    Learn more about Dr. Melkumian and his book, speeches, and therapeutic services here: www.FinancialPsychologyCenter.com.
    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

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

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

    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 tend to be “functional workaholics” – achieve balance through the "Make Time Method."
    In a nutshell: You will learn what triggers fear and counterproductive behavior; how to steer yourself, your clients and your loved ones toward a more fulfilling and happy life; warning signs to consider and actions to protect critical well-being; how to create your ideal calendar and “risk manage your time.” Once we’ve gotten out of the most dangerous ruts and mastered the "Make Time Method," Dr. Parry says we can reinvest our newfound time and energy into balanced growth. It all hinges on using time correctly, in accordance with our personal goals, mission, and values. He even turns Maslow’s Hierarchy of Needs on its head.
    Learn more about Dr. Parry and his books, speeches, and training courses here: www.travisparry.com.  
    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 www.napfa.org

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

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

    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 question the status quo. As it relates to Diversity, Inclusion & Bias, there are a few truths that Pogue says can help leaders lead better through the lens of culture and strategy. In a nutshell: You will learn what leaders should keep in mind as they guide their organizations through positive and long-lasting cultural change. When senior leadership takes ownership of a significant change in an organization, the change happens differently than when it is at the entry and managerial levels. Inclusive Leadership is a measurable skill that we can foster and practice. Pogue says we can do more than simply moving the needle; we can change the face and guts of our communities and our business organizations.
    Learn more about Dr. Pogue and his Inclusive Leadership research, services, and training courses here: www.jamespogue.com.
    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

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

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

    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 provides a comprehensive and systematic approach to building a culture of sustained growth through communicating more relevant and compelling value, as well as generating referrals and personal introductions.
    In a nutshell: Are you frustrated by how hard it is to reach people these days? It’s not just in your head. The ubiquity of technology in today's society is leaving us more exposed than ever, causing what Bill Cates calls “marketing message overload.” Our brains are being bombarded and pulled in too many directions. To protect ourselves, we filter out any irrelevant messages. This makes it nearly impossible for well-meaning fiduciary advisors and other business professionals to break through and form a meaningful connection. In this podcast, Cates explains the neuroscience behind his formula for creating a culture of client-centered introductions, how to crate a critically compelling message, and what makes for an effective website.
    Learn more about Bill Cates and his latest book, Radical Relevance, here: www.thecatessystem.com/radical-relevance
    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

    • 30 min

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