8 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

    • Marketing

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

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

    In Episode #8 of Mindset Mastery, "Creating Demand for You & Your Expertise", Marie Swift speaks with John Bowen of CEG Worldwide.

    In a nutshell: John Bowen, founder and CEO of CEG Worldwide, talks about the skills and systems used by some of the top financial planners in the nation. In addition to offering to send a free book and video to those who request it, he offers some quick tips and a mental framework for stepping up to an even greater level of success as a fiduciary professional today.

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

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

    In Episode #7 of Mindset Mastery, "Benefits of Professional Diversity & Inclusion," Marie Swift speaks with Kate Healy of TD Ameritrade Institutional.

    In a nutshell: Kate Healy– or “Advo-Kate” as she's been dubbed in the financial planning profession by those who appreciate her efforts to diversify the talent pool & create career paths for deserving but sometimes overlooked groups– tells us how to overcome unconscious biases & reshape the future through a shift in intentional mindset & awareness.

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

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

    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. Listen in as Joe shares dozens of great ideas on how to win your own self-declared game.

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

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

    In Episode #5 of Mindset Mastery, "Anything is Possible", Marie Swift speaks with Michael Garry, Founder/CEO of Yardley Wealth Management.

    In a nutshell: Michael Garry built his independent financial advisory firm through sheer grit and determination. He tells us how he is keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how he keeps his mindset strong as we continue to “walk through the wind”, and why he decided to take on the Ironman challenge.

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

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

    In Episode #4 of Mindset Mastery, "Mindset and the Entrepreneurial Journey", Marie Swift speaks with Robb Baldwin, Founder & Chief Executive Officer of TradePMR, a company that provides tech and custodial services for RIAs.

    In a nutshell: Robb Baldwin is a quintessential entrepreneur who in his early days as an advisor actually wore holes in the soles of his shoes. Robb went on to build a successful advisory business– listen in for great insights that can help financial advisors reach next level succes

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

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

    In Episode 3 of Mindset Mastery, “The Secret to Great Listening”, Marie Swift speaks with George Kinder, known internationally as the father of the financial life planning movement.

    In a nutshell: George Kinder & Kinder-trained instructors consistently teach foundational listening skills as part of the EVOKE® Life Planning process. In this conversation, Kinder shares why it's important for financial advisors to engage with empathy, inspiration & emotional intelligence during client conversations.

    • 29 min

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