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NAPFA Nation Podcast

Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals.

Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at

Dec 7, 2020

In Episode #10 of Mindset Mastery, "Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests”, host Marie Swift recaps the 2020 podcast series and shares her own thoughts and observations about the global pandemic and 2020 business climate.

In a nutshell: Marie Swift has been a student...

Nov 2, 2020

In Episode #09 of Mindset Mastery, "Productivity and Time Management for Mere Mortals”, Marie Swift speaks with speaker/author/advisor Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Head of Planning Strategy for Buckingham Wealth Partners, co-founder of XY Planning Network, and a stakeholder in several...

Oct 5, 2020

In Episode #08 of Mindset Mastery, "Creating Demand for You and Your Expertise", Marie Swift speaks with John Bowen of CEG Worldwide.

In a nutshell: John Bowen, founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors, talks about the skills and systems used by some of the top...

Sep 3, 2020

In Episode #07 of Mindset Mastery, "Benefits of Professional Diversity and Inclusion", Marie Swift speaks with Kate Healy of TD Ameritrade Institutional.

In a nutshell: Kate Healy – or “Advo-Kate” as she's been dubbed by others in the financial planning profession who appreciate her tireless efforts to diversify...

Aug 3, 2020

In Episode #06 of Mindset Mastery, "Playing to Win", Marie Swift speaks with Joe Lukacs of the Magellan Mastermind and Network.

In a nutshell: Joe Lukacs – or “Coach Joe” as he has been affectionately dubbed by the members of his financial advisor tribe – tells us how to "create our own economies" by working on...