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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.

Aug 1, 2022

In Episode #28 of Mindset Mastery, “Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship,” host Marie Swift, CEO of Impact Communications, speaks with three women who have made fiduciary financial planning and investment management their profession. She is joined by Anabel Diaz, CFP®, MSFP of Natural Bridges Financial Advisors; Cassandra Kirby, CFP®, EA of Braun-Bostich & Associates; and Dani Parris-Exline, CFP®, AFC® of Peace of Mind Financial Planning. Cassie joined her firm 21 years ago and is now a senior advisor and partner. Dani, formerly an HR professional with 20+ years of experience, worked within large companies focused on healthcare, aeronautics, defense and cyberspace before joining her firm two years ago, where she is now a financial planner and partner. Anabel has been with her firm about six years and has worked her way into a client-facing, leadership position.

In a nutshell: Each of these women joined an existing financial planning / wealth management firm to help founders build out the team, round out the succession plan, create capacity, and better serve the firm’s growing clientele. Leadership skills have been honed. Cross-mentoring methods are in place. Business models have been refined. They share all this and more in this episode, giving us an “inside look” at how career paths are being forged for others as the financial planning profession increasingly takes a DEIB stance. Diversity, equity, inclusion, and belonging (DEIB) are four concepts that work together to boost team dynamics, productivity, and innovation within an organization. With DEIB at the core of a company’s mission, team member have equal opportunities to feel valued and do their best work.

Learn more about these fiduciary financial planners and their firms here: www.Braun-Bostich.com, www.NaturalBridgesFA.com, and www.PeaceOfMindFinancialPlanning.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