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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.

Apr 5, 2021

In Episode #14 of Mindset Mastery, “Aligning Dreams, Desire and Positive Motivation,” New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host Marie Swift about how people make decisions, the art of storytelling and living your dream as a financial planner today.

In a nutshell: Steve says that telling stories is the oldest form of influence; stories are a way to connect heart and mind. He talks about “reframing the conversation” and reinventing ourselves on a daily basis and provides one of the first principles of hiring. He also shares a three-step formula for creating an aspirational news release; this exercise will help financial planners determine how referral-worthy they really are. Please lean into this conversation and share this episode with others who might benefit from Steve’s wisdom.

Check out the tools, books and resources that Steve mentions at www.SteveSanduski.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