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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.

Jun 6, 2022

In Episode #26 of Mindset Mastery, “Mind Your Balance: Creating Effortless Success and True Happiness in Your Life,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Travis Parry, author of the recently released book, Achieving Balance, and author of the forthcoming book, Balanced Growth. A former...

May 2, 2022

In Episode #25 of Mindset Mastery, “Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today,” guest host Geoffrey Brown, CEO of the National Association of Personal Financial Planners (NAPFA), speaks with Dr. James Pogue, an expert who focuses on helping business leaders understand unconscious...

Apr 4, 2022

In Episode #24 of Mindset Mastery, “Radical Relevance: Building Share of Mind with the Right People the Right Way”, host Marie Swift speaks with Bill Cates, a Hall of Fame speaker, author and coach who has helped thousands of financial professionals and firms to tap into exponential growth by focusing messaging,...

Mar 8, 2022

In Episode #23 of Mindset Mastery, “It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes”, host Marie Swift speaks with Caroline Gaynor, a highly successful business person and endurance athlete who, when she’s not serving as a coach to fiduciary advisors as an employee of

Feb 7, 2022

In Episode #22 of Mindset Mastery, “Level Up: How Mindfulness and Self Reflection Can Change the World,” host Marie Swift speaks with Saundra Davis, MS, APFC, financial coach, educator and trainer, distinguished Adjunct Professor at Golden Gate University, and founder of Sage Financial Solutions, a company that...