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.