NAPFA Nation Podcast

In Episode #18 of Mindset Mastery, "Dementia Prevention and Optimistic Aging", Mindset Mastery host Marie Swift speaks with Dr. Margit Henderson , a psychologist who specializes in stress management and aging well. They talk about being more resilient and vibrant as we age – and how to help others who may be haunted by "pessimistic aging ghosts". In a nutshell: Developing an "optimistic aging mind...

In Episode #17 of Mindset Mastery, "Brain Health: Beyond Crossword Puzzles and Sudoko," Mindset Mastery host Marie Swift speaks with Dr. Marc Milstein , a Ph. D. in biological chemistry, scientist, researcher and professional speaker on human health, productivity, and happiness. They talk about the often-overlooked factors that accelerate the aging of your brain and how to avoid these traps. In a...

In Episode #16 of Mindset Mastery, "Success That's Satisfying", power coach Stephanie Bogan of Limitless Advisor gives Mindset Mastery host Marie Swift a formula for creating results that are both energy-producing and revenue-producing. In a nutshell: 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 – i...

In Episode #15 of Mindset Mastery, "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 tim...

In Episode #14 of Mindset Mastery, "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. In a nutshell: Steve says that telling stories is the oldest form of influence;...

In Episode #13 of Mindset Mastery, "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. In a nutshell: Mitch says the characteristics that leaders demon...

In Episode #12 of Mindset Mastery, "Transition Fatigue and the Post-Pandemic Future," Susan Bradley , who has long been one of the financial life planning profession's leading lights, talks with Mindset Mastery host  Marie Swift about the human condition and how major transitions – such as the pandemic – create both opportunity and challenge for financial advisors and their clients. In a nutshell:...

In Episode #11 of Mindset Mastery, "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. His expertise is in helping individuals find out what they want and then creating that in business performance, sales, leadership development, succession planning, mindset, and in their...

In Episode #10 of Mindset Mastery, "Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests", host Marie Swift recaps the 2020 podcast series and shares her own thoughts and observations about the global pandemic and 2020 business climate. In a nutshell: Marie Swift has been a student of mindset and self-improvement for over thirty years. She shares a handful of he...

In Episode #09 of Mindset Mastery, "Productivity and Time Management for Mere Mortals", Marie Swift speaks with speaker/author/advisor Michael Kitces , MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Head of Planning Strategy for Buckingham Wealth Partners, co-founder of XY Planning Network, and a stakeholder in several additional offerings aimed at helping fiduciary financial advisors be more succe...

In Episode #08 of Mindset Mastery, "Creating Demand for You and Your Expertise", Marie Swift speaks with John Bowen of CEG Worldwide . In a nutshell: John Bowen, founder and CEO of CEG Worldwide, the world's leading coaching firm for financial advisors, talks about the skills and systems used by some of the top financial planners and investment advisors in the nation. In addition to offering to se...

In Episode #07 of Mindset Mastery, "Benefits of Professional Diversity and Inclusion", Marie Swift speaks with Kate Healy of TD Ameritrade Institutional . In a nutshell: Kate Healy – or "Advo-Kate" as she's been dubbed by others in the financial planning profession who appreciate her tireless efforts to diversify the talent pool and create new career paths for deserving but sometimes overlooked gr...

In Episode #06 of Mindset Mastery, "Playing to Win", Marie Swift speaks with Joe Lukacs of the Magellan Mastermind and Network . In a nutshell: Joe Lukacs – or "Coach Joe" as he has been affectionately dubbed by the members of his financial advisor tribe – tells us how to "create our own economies" by working on our emotional capital and mastering our own internal dialog. The focus is on developin...

In Episode #05 of Mindset Mastery, "Anything is Possible", Marie Swift speaks with Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC , a Registered Investment Advisory (RIA) firm that provides financial planning, retirement planning and investment management services to approximately 120 clients. In a nutshell: Michael Garry built his independent financial adviso...

In Episode #04 of Mindset Mastery, "Mindset and the Entrepreneurial Journey", host Marie Swift speaks with Robb Baldwin, Founder and Chief Executive Officer of TradePMR , a company that provides technology and custodial services for RIAs. In a nutshell: Robb Baldwin is a quintessential entrepreneur who in his early days as a financial advisor actually wore holes in the soles of his shoes. Robb wen...

In Episode #03 of Mindset Mastery, "The Secret to Great Listening", host Marie Swift speaks with George Kinder , who is known internationally as the father of the financial life planning movement. In a nutshell: George Kinder and Kinder-trained instructors consistently teach foundational listening skills as a part of the EVOKE® Life Planning process. In this conversation, Kinder tells us why it is...

In Episode #02 of Mindset Mastery, "Building Relationships in Today's Noisy, Digital World", host Marie Swift of Impact Communications speaks with Kevin Knebl , an international speaker, author, trainer and Joie de Vivre Coach™ whose clients include small, medium and Fortune 500 companies. In a nutshell: Kevin Knebl is recognized as a leading authority on LinkedIn and relationship marketing. In a...

In Episode #01 of Mindset Mastery, "The Neuroscience of Next Level Success", podcast host Marie Swift of Impact Communications speaks with Dr. Jody Jacobson, founder of the Human Skills Institute . In a nutshell: The human brain is naturally wired to see what's missing or wrong. This is a hold-over from primordial times when the brain's principal function was survival. Dr. Jacobson tells us how to...