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Mindset Mastery Podcast by NAPFA

Welcome to the Mindset Mastery podcast, 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

Marie Swift, founder and CEO of Impact Communications, one of the most prominent and influential marketing consultants in the client-centered financial services world, will bring motivational insights and actionable advice to NAPFA members and interested others through a series of short podcast interviews. As show host, Marie will be hand-selecting guests from a "who's who list" of professionals, which will include 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 and continue to serve their clients in the best ways possible. Lean in and listen now.

Jul 6, 2020

In Episode #5 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...

Jun 1, 2020

In Episode #4 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...

May 4, 2020

In Episode #3 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...

Apr 6, 2020

In Episode #2 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...

Mar 6, 2020

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...