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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 https://www.NAPFA.org/

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 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 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/