NAPFA Nation Podcast

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 groups – tells us how to overcome unconscious biases and reshape the future through a shift in intentional mindset and awareness.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

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 developing new protocols that allow us to focus on what matters while leading with energy and authority to inspire others and achieve our goals. Listen in as Joe shares dozens of great ideas on how to win your own self-declared game.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

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 advisory firm from zero to $100 Million AUM through sheer grit and determination. He tells us how he is keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how he keeps his mindset strong as we continue to “walk through the wind”, and why he decided to take on the Ironman challenge (Bonus: how the financial planning process is similar to participating in an Ironman event). Listen in as Michael shares his story and encourages us to keep our mental focus sharp, especially during these trying times.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

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 went on to build a successful advisory business – and he will tell us some of that story in this episode of NAPFA’s Mindset Mastery podcast series. When you get right down to it and look at what Robb did – and what he continues to do as the founder and CEO of TradePMR – everything has hinged on mindset. Listen in as Robb shares dozens of great insights that can help you as an entrepreneurial financial advisor reach next level success.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/

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 so important for financial advisors to engage with empathy, inspiration, and emotional intelligence during client conversations. He also provides a mindful, wise, and challenging skill that can immediately be implemented into your practice and your personal life, leading to more authentic and trustworthy relationships. 

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/

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 more and more interconnected, over-caffeinated, hyper-competitive, always-on, 24/7/365, CrackBerry world, how do we stay top of mind with our prospects, clients, referral sources and networking partners? Spamming and stalking are not the answer. Showing appreciation and adding value win out over self-promotion every time. In this episode, Kevin shares a simple, three-step approach to building relationships in today’s noisy, digital world.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/

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 overcome a negative mindset - which she likens to Velcro because our natural tendency is to hold on to the negative and repel, like Teflon, a more positive solutions-based / opportunity-based approach. Listen in as Dr. Jacobson shares insights and advice on mastering your mindset to achieve next level success.

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/