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

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

    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”. You’ll hear tips for dementia prevention and improving brain health – including how to get a “2 for 1” benefit by combining certain health investm

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

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

    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. Listen now to learn the surprising, key actionable steps to boost your brain and keep it working better, longer.

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

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

    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. Learn which one of the three factors that contribute to your success is the most important and create a bigger, better future for yourself with the insights you’ll glean from this episode.

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

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

    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.

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

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

    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. Please lean into this conversation and share this episode with others who might benefit from Steve’s wisdom.

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

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

    In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author & long-time leader of the Life Centered Financial Planning movement Mitch Anthony talks with Marie Swift about resiliency, positive psychology & how financial advisors can better connect with & serve their clients.

    In a nutshell: Mitch encourages us to recognize both the uniqueness & the singularity of the moment, as this moment will never repeat itself - plus dozens of golden nuggets in this important conversat

    • 15 min

Top Podcasts In Business

You Might Also Like