Mindset Mastery Podcasts

Marie Swift, founder and CEO of Impact Communications, hosts a series of short podcast interviews bringing motivational insights and actionable advice to NAPFA audiences. Guests will include names from a "who's who list" of professionals including 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 that helps them better serve their clients.

2021 Mindset Mastery Podcasts

Episode #14: 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. Steve says that telling stories is the best way to connect heart and mind. He talks about “reframing the conversation” and reinventing ourselves on a daily basis and also shares an exercise that will help financial planners determine how referral-worthy they really are.

Episode #13: 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. He encourages us to recognize both the uniqueness and the singularity of the moment.

Episode #12: Transition Fatigue and the Post-Pandemic Future

Susan Bradley, a leading light within the financial life planning profession, talks about opportunities and challenges for financial advisors and their clients during times of major transition – such as the pandemic.

Episode #11: 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.

2020 Mindset Mastery Podcasts

Episode #10: Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests
Show host Marie Swift recaps the 2020 podcast series.

Episode #9: Productivity and Time Management for Mere Mortals

Speaker/Author/Advisor Michael Kitces

Episode #8: Building Demand for You and Your Expertise

Guest, John Bowen of CEG Worldwide

Episode #7: Benefits of Professional Diversity and Inclusion

Guest Kate Healy of TD Ameritrade Institutional

Episode #6: Playing to Win

Guest, Joe Lukacs, Magellan Mastermind and Network

Episode #5: Anything is Possible

Guest, Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC

Episode #4: Mindset and the Entrepreneurial Journey

Guest, Robb Baldwin, Founder and Chief Executive Officer at TradePMR

Episode #3: The Secret to Great Listening

Guest George Kinder, CFP®, RLP® and Founder of the Kinder Institute of Life Planning

Episode #2: Power of LinkedIn and Relationship Marketing

Kevin Knebl, international speaker, author and coach, shares a simple three-step approach to building better relationships.

Episode #1: The Neuroscience of Next Level Success

Guest Dr. Jody Jacobson, founder of the Human Skills Institute