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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.

Mar 1, 2021

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 demonstrate in times of chaos and uncertainty include empathy, deep listening, and a calm, reassuring countenance. Focusing on others allows us to get outside of our own fears and concerns, find and meet needs, and truly be there for people. Feeling the need to have an answer gets in the way of hearing what is being said and felt by the other person. He encourages us to recognize both the uniqueness and the singularity of the moment, as this moment will never repeat itself again. There are dozens of golden nuggets in this important conversation. Take a listen and share this episode with someone who’d benefit.

Check out the tools, books and resources that Mitch has developed for financial planning practitioners at www.MitchAnthony.com and www.ROLAdvisor.com.

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