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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.

Nov 1, 2021

In Episode #19 of Mindset Mastery, “Why Standing Out is No Longer Enough – And What To Do Instead”, Mindset Mastery host Marie Swift speaks with Carl Richards, a.k.a. “The Sketch Guy” for the New York Times. They talk about how to be hyper-relevant to the smallest group of people possible so that you can make the biggest difference in your clients’ lives.

In a nutshell: Real financial planners can become the “the signal” by being visible while continually articulating their true value. Too many really great financial planners underestimate or can’t clearly articulate their value. In this interview, Carl provides a metaphor that can help you anchor in on the value you really provide as you provide mission-critical advice to your clients over time. Carl also provides tips on how to stay resilient and grounded during tough times.

To learn more about Carl Richards and The Society of Financial Advice, visit www.TheSocietyOfAdvice.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 www.NAPFA.org