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 #16: Success That’s Satisfying
Power coach Stephanie Bogan of Limitless Advisor talks with Mindset Mastery host Marie Swift about the secret to experiencing greater success, happiness, health, wealth, and well-being. Success can be draining – but it doesn’t have to be that way. Financial advisors and founders can create bigger, better futures – on their terms – if they “mind their line” and are willing to give up “the lollipop of mediocrity.”
Episode #15: 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. It’s all about Life Money Balance™ aspirations and using challenges to pivot and grow.
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.
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
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