玛丽迅速, founder 和 CEO of Impact Communications, hosts a series of short podcast interviews bringing motivational insights 和 actionable advice to NAPFA audiences. 客人s will include names from a "who's who list" of professionals including 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 that helps them better serve their clients.

2022 心态掌握播客

集# 24: 激进的相关性: Building Share of Mind with the Right People, the Right Way

比尔盖茨, 名人堂演讲者, 作者和教练 who has helped thous和s of financial professionals 和 firms to tap into exponential growth by focusing messaging, maximizing client engagement, 和 leveraging relationships, says the ubiquity of technology in today's society is leaving us more exposed than ever, causing what 比尔盖茨 calls “marketing message overload.” Our brains are being bombarded 和 pulled in too many directions – 和 yet, we still carve meaningful conversations, 信息, 和人际关系. Breaking through all the noise is a challenge. The founder of Referral Coach International 和 the creator of the 比尔盖茨 Relationship Marketing System™, Cates provides a comprehensive 和 systematic approach to building a culture of sustained growth through communicating more relevant 和 compelling value, as well as generating referrals 和 personal introductions. Learn more about 比尔盖茨 和 his latest book, 激进的相关性, 在这里.

集# 23: It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes

卡罗琳·盖纳 a highly successful business person 和 endurance athlete who demonstrates that satisfaction is often found when acting in the service of others. Take a moment to imagine training to complete a full Ironman triathlon (2.4 mile swim, 112 mile bike, 和 26.跑2英里). Now imagine doing that same event, nearly 30 times, tet在这里d to 和 leading a sight impaired person. Like most people, Caroline has a day job, working as a regional director for a large asset manager, 两代情投资者. 在工作之外, 虽然, Caroline works hard at something that isn't a job but is more than a hobby: guiding visually-impaired triathletes. 在这节课中, she talks about how to h和le the unexpected, communicating in a way that makes sense for everyone, 和 how to rise above the challenges to be our best selves. Learn more about Caroline Gaynor 在这里.

集# 22: Level Up: How Mindfulness 和 Self Reflection Can Change the World

桑德拉·戴维斯,MS, APFC, 金融的教练, 教育家和教练, distinguished Adjunct Professor at Golden Gate University, 和 founder of Sage Financial Solutions, a company that bridges the gap between financial service professions 和 low-wealth communities, says that with the right mindset, listeners can become their own heroes. 曾经是一个无家可归的少年, S和ra believes that everyone needs 和 deserves access to competent, ethical financial services 和 she is committed to providing support to community-based organizations in the way of financial life skills programs. She is also ex-Navy 和 a Mindfulness Meditation teacher, so you’ll hear some of that thinking bubble up in the conversation. Learn more about the Financial Fitness Coaching program 在这里.

集# 21: Optimal Performance: Insights from an Olympic Medalist

保罗Kingsman, 的作者 The Distraction-Proof Advisor, shares what it takes to become wildly successful, whatever your pursuit. As a young swimmer from New Zeal和, Kingsman participated at the 1988 Summer Olympics, winning a bronze medal in the 200-meter backstroke. He also competed at the 1984 Summer Olympics. In this discussion with Mindset Mastery host 玛丽迅速, Kingsman says that sometimes success or failure is determined by a split second – 和 while the determining factors will always include talent, 能力, 纪律和准备, in business 和 life (much like competing in the Olympics), it is unwavering focus that makes the difference. Kingsman also talks about how to attract the right clients, the important balance between competent conviction 和 humble confidence, 和 achieving optimal performance as a business professional in 2022 和 beyond.

2021 心态掌握播客

集# 20: 你是谁是信息

玛丽迅速 has been a student of mindset 和 self-improvement for over thirty years. She shares several phrases 和 sayings she uses to reframe conversations 和 stay focused during challenging, 动荡时期. One simple graphic that’s been especially helpful over the years is the “Five Step Communication Success Cycle” – 和 Swift walks us through each of the steps, explaining why they all work together but must be followed in sequence. She digs deeper to provide six ways to enhance your professional communication skills 和 stay grounded when clients, 工作人员, 朋友和家人 members need you most.

# 19集: Why St和ing Out is No Longer Enough – And What to Do Instead
Being hyper-relevant to your clients is more important than ever. 事实上, 卡尔·理查兹, a.k.a. “The Sketch Guy” for the New York Times, says that it is not enough to simply st和 out from your competitors – “real financial planners” must #1, become the “the signal” 和 #2, focus on the smallest group of people possible so that you can really demonstrate that you underst和 them. 加入心态大师主持 玛丽迅速 和 卡尔·理查兹 for a 虽然tful conversation on becoming the signal plus how to stay resilient 和 grounded during tough times.

# 18集: Dementia Prevention 和 Optimistic Aging
Did you know that fostering a positive mindset about the aging process can add 7.5年给你的生活? Looking for “positive aging inspirations” 和 connecting the dots for other people can not only add years to life, 而是从生命到岁月. 加入心态大师主持 玛丽迅速Dr. 玛吉特亨德森, a psychologist who specializes in stress management 和 aging well, as they talk about being more resilient 和 vibrant as we age – 和 how to help others who may be haunted by “pessimistic aging ghosts.”

集# 17: Brain Health: Beyond Crossword Puzzles 和 Sudoku
Breakthrough research is uncovering the surprising, key actionable steps to boost your brain 和 keep it working better, 长. 加入心态大师主持 玛丽迅速Dr. 马克·米尔斯汀Ph值,.D. 在生物化学, 科学家, researcher 和 professional speaker on human health, productivity 和 happiness as they talk about the often-overlooked factors that accelerate the aging of your brain 和 how to avoid these traps.

集# 16: 成功的满足

力量教练 斯蒂芬妮出身低微的人 of Limitless Advisor talks with Mindset Mastery host 玛丽迅速 about the secret to experiencing greater success, happiness, health, wealth, 和 well-being. Success can be draining – but it doesn’t have to be that way. Financial advisors 和 founders can create bigger, better futures – on their terms – if they “mind their line” 和 are willing to give up “the lollipop of mediocrity.”

集# 15: The Power of Dialog 和 Story Listening

A self-proclaimed “story listener,” Preston D. 樱桃、Ph值.D., CFP® Concurrent 财务规划, LLC, talks with Mindset Mastery host 玛丽迅速 关于对话的力量, authenticity 和 creating common ground as a way to create more meaningful connections with clients, 朋友和家人, while at the same time inspiring action. It’s all about Life Money Balance™ aspirations 和 using challenges to pivot 和 grow.

集# 14: Aligning Dreams, Desire 和 Positive Motivation

New York Times best-selling author 和 industry 虽然t leader, 史蒂夫S和uski, talks with Mindset Mastery host 玛丽迅速 about how people make decisions, the art of storytelling 和 living your dream as a financial planner today. Steve says that telling stories is the best way to connect heart 和 mind. He talks about “reframing the conversation” 和 reinventing ourselves on a daily basis 和 also shares an exercise that will help financial planners determine how referral-worthy they really are.

集# 13: Hard Times Call for Soft Skills

Best-selling author 和 long-time leader of the Life Centered 财务规划 movement, 米奇•安东尼, talks with Mindset Mastery host 玛丽迅速 关于弹性, positive psychology 和 how financial advisors can better connect with 和 serve their clients. He encourages us to recognize both the uniqueness 和 the singularity of the moment.

集# 12: Transition Fatigue 和 the Post-P和emic Future

苏珊·布拉德利, a leading light within the financial life planning profession, talks about opportunities 和 challenges for financial advisors 和 their clients during times of major transition – such as the p和emic.

集# 11: Building a Life by Choice, Not Chance

说话者/作者/教练C青年人力资源系统 talks about reducing stress when we are facing critical, consequential transitions in business or life.

2020 心态掌握播客

集# 10: Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, 和 2020 Mindset Mastery 客人s
节目主持人 玛丽迅速 recaps the 2020 podcast series.

集# 9: Productivity 和 Time Management for Mere Mortals

说话者/作者/顾问 迈克尔Kitces

集# 8: Building Dem和 for You 和 Your Expertise

客人, John Bowen of CEG Worldwide

集# 7: Benefits of Professional Diversity 和 Inclusion

客人 Kate Healy of TD Ameritrade Institutional

集# 6: 玩赢

客人,乔·卢卡奇 Magellan Mastermind 和 Network

集# 5: 一切皆有可能

客人, Michael Garry, CFP®, AIF®, MBA/JD, Founder 和 CEO of Yardley Wealth Management, LLC

集# 4: Mindset 和 the Entrepreneurial Journey

客人, Robb Baldwin, Founder 和 Chief Executive Officer at TradePMR

集# 3: The Secret to Great Listening

客人 George Kinder, CFP®, RLP® 和 Founder of the Kinder Institute of Life Planning

集# 2: Power of LinkedIn 和 Relationship Marketing

凯文Knebl, 国际演说家, 作者和教练, shares a simple three-step approach to building better relationships.

集# 1: The Neuroscience of Next Level Success

客人博士. Jody Jacobson, founder of the 人类技能协会