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.

Episode #9: Productivity and Time Management for Mere Mortals

Speaker/Author/Advisor Michael Kitces tells us how he manages his time and gets so much done. While some may think Kitces never sleeps and has some sort of superhuman powers, it turns out that mere mortals can actually adopt Kitces’ tips. If you want to increase your productivity and return some sanity to your life, this podcast is for you.

Episode #8: Building Demand for You and Your Expertise

Guest, John Bowen of CEG Worldwide, talks with Mindset Mastery host Marie Swift about the skills and systems used by some of the top financial planners and investment advisors in the nation. Bowen offers some quick tips and a mental framework for stepping up to an even greater level of success as a fiduciary professional today. Be sure to request the free book and video after the podcast.

Episode #7: Benefits of Professional Diversity and Inclusion

Mindset Mastery host Marie Swift speaks with guest Kate Healy of TD Ameritrade Institutional about ways to diversify the financial planning profession, overcoming unconscious biases, and reshaping the future through a shift in intentional mindset and awareness.

Episode #6: Playing to Win

Guest, Joe Lukacs, Magellan Mastermind and Network, shares how to "create our own economies" by working on our emotional capital and mastering our own internal dialogue. The emphasis is on developing new protocols that allow us to focus on what matters while leading with energy and authority to inspire others and achieve our goals.

Episode #5: Anything is Possible

Guest, Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC, shares how he is keeping in touch and building rapport with clients through the COVID-19 pandemic by keeping his mindset strong as we continue to “walk through the wind”.

Episode #4: Mindset and the Entrepreneurial Journey

Guest, Robb Baldwin, Founder and Chief Executive Officer at TradePMR, providing technology and custodial services for RIAs, shares his journey as a quintessential entrepreneur and how perseverance impacts success.

Episode #3: The Secret to Great Listening

Guest George Kinder, CFP®, RLP® and Founder of the Kinder Institute of Life Planning, shares how to incorporate emotional intelligence into your financial practice to engage with clients and build trustworthy, long-term relationships.

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

Marie Swift speaks with Dr. Jody Jacobson, founder of the Human Skills Institute about how the human brain is naturally wired to see what's missing or wrong. Dr. Jacobson tells us how to overcome a negative mindset to create a more positive solutions-based /opportunity-based approach to business success.

Watch for new Playbook Webinars coming each month in 2020!