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 #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!

Exclusive Sponsor TD Ameritrade Institutional