Mindset Mastery Podcasts

Marie Swift, founder 和 CEO of Impact Communications, 主持一系列简短的播客访谈,为正版新葡新京的听众带来激励性的见解和可执行的建议. 嘉宾将包括来自“名人录”的专业人士名单,其中包括RIA咨询领域的一些最知名人士,以及受人尊敬的新萄京正规网站,他们在掌握自己的心态的同时,实现了伟大的事情,帮助他们更好地为客户服务.

2022 Mindset Mastery Podcasts

Episode #22: 提升:正念和自我反省如何改变世界

Saundra Davis, MS, APFC, financial coach, educator 和 trainer, distinguished Adjunct Professor at Golden Gate University, 和 founder of Sage Financial Solutions, 一家弥合金融服务行业和低财富群体之间差距的公司, says that with the right mindset, listeners can become their own heroes. Once a homeless teenager, 桑德拉认为,每个人都需要和值得获得胜任, 道德金融服务,她致力于以金融生活技能项目的方式为社区组织提供支持. She is also ex-Navy 和 a Mindfulness Meditation teacher, 所以你会在谈话中听到一些这样的想法. Learn more about the Financial Fitness Coaching program 在这里.

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

Paul Kingsman, 的作者 The Distraction-Proof Advisor无论你的追求是什么,你都可以分享如何获得巨大成功. 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 Marie Swift, Kingsman说,有时成功或失败是由一瞬间决定的,而决定因素总是包括才华, 能力, discipline 和 preparation, 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, 在坚定的信念和谦虚的信心之间取得重要的平衡, 并在2022年及以后作为一名商业专业人士实现最佳绩效.

2021 Mindset Mastery Podcasts

Episode #20: Who You Are IS the Message

Marie Swift 30多年来,你一直在学习心态和自我完善吗. 她分享了一些短语和谚语,用来重新组织对话,并在挑战中保持专注, turbulent times. 有一张简单的图表多年来特别有用,那就是“成功沟通的五步曲”——斯威夫特带我们走过了每一步, 解释为什么它们一起工作,但必须按顺序进行. 她深入挖掘,提供了六种方法来提高你的专业沟通技巧,并在面对客户时保持冷静, 工作人员, friends 和 family members need you most.

Episode #19: 为什么“脱颖而出”已经不够了——该怎么办
与客户高度相关比以往任何时候都重要. 事实上, Carl Richards, a.k.a. “The Sketch Guy” for the New York Times, 他说仅仅从你的竞争对手中脱颖而出是不够的——“真正的财务规划师”必须放在第一位, become the “the signal” 和 #2, 关注最小的人群,这样你就能证明你理解他们. Join Mindset Mastery host Marie Swift 卡尔·理查兹(Carl Richards)就如何成为信号,以及如何在艰难时期保持坚韧和务实进行了深思熟虑的谈话.

Episode #18: Dementia Prevention 和 Optimistic Aging
你知道对衰老过程培养积极的心态可以增加7吗.5 years to your life? 寻找“积极的衰老灵感”,把别人的点滴联系起来,不仅可以延长寿命, but life to years. Join Mindset Mastery host Marie SwiftDr. Margit Henderson, 专门研究压力管理和衰老的心理学家, 他们谈到,随着年龄的增长,我们会变得更有弹性、更有活力——以及如何帮助那些可能被“悲观的衰老幽灵”困扰的人.”

Episode #17: Brain Health: Beyond Crossword Puzzles 和 Sudoku
Breakthrough research is uncovering the surprising, 关键的可行步骤来提高你的大脑,让它更好地工作, 长. Join Mindset Mastery host Marie SwiftDr. Marc MilsteinPh值,.D. in biological chemistry, 科学家, researcher 和 professional speaker on human health, 当他们谈论到加速大脑老化的经常被忽视的因素和如何避免这些陷阱时,生产力和幸福感.

Episode #16: Success That’s Satisfying

Power coach Stephanie Bogan of Limitless Advisor talks with Mindset Mastery host Marie Swift 关于获得更大成功,幸福,健康,财富和幸福的秘诀. 成功可能会让人筋疲力尽——但事实并非如此. Financial advisors 和 founders can create bigger, 更好的未来——在他们的条件下——如果他们“注意自己的路线”,并愿意放弃“平庸的棒棒糖”.”

Episode #15: The Power of Dialog 和 Story Listening

A self-proclaimed “story listener,” Preston D. 樱桃、Ph值.D., CFP® Concurrent Financial Planning, LLC, talks with Mindset Mastery host Marie Swift about the power of dialog, 真诚和创造共同点,作为一种与客户建立更有意义的联系的方式, friends 和 family, while at the same time inspiring action. 这一切都是关于生活金钱平衡™的愿望和使用挑战来支点和成长.

Episode #14: Aligning Dreams, Desire 和 Positive Motivation

《正版新葡新京》畅销书作者和行业思想领袖, Steve S和uski, talks with Mindset Mastery host Marie Swift about how people make decisions, 作为一名理财规划师,讲故事和实现梦想的艺术. 史蒂夫说,讲故事是连接心灵和思想的最好方式. 他谈到了“重新组织对话”,并在日常生活中重塑自我,他还分享了一个练习,帮助理财规划师确定自己到底有多值得推荐.

Episode #13: Hard Times Call for Soft Skills

畅销书作家和以生活为中心的财务计划运动的长期领导者, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, 积极心理学以及财务顾问如何更好地联系和服务他们的客户. 他鼓励我们认识到这一刻的独特性和奇点.

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

Susan Bradley, 理财人生规划领域的领军人物, 谈论金融顾问及其客户在重大过渡时期(例如大流行时期)面临的机遇和挑战.

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

Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in business or life.

2020 Mindset Mastery Podcasts

Episode #10: 来自罗马皇帝的禁欲智慧,Dennis Stearns, CFP®和2020年思维大师嘉宾
节目主持人 Marie Swift recaps the 2020 podcast series.

Episode #9: Productivity 和 Time Management for Mere Mortals

Speaker/Author/Advisor Michael Kitces

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

客人, John Bowen of CEG Worldwide

Episode #7: Benefits of Professional Diversity 和 Inclusion

客人 Kate Healy of TD Ameritrade Institutional

Episode #6: Playing to Win

客人, Joe Lukacs, Magellan Mastermind 和 Network

Episode #5: Anything is Possible

嘉宾,Michael Garry, CFP®,AIF®,MBA/JD,创始人兼首席执行官 Yardley Wealth Management, LLC

Episode #4: Mindset 和 the Entrepreneurial Journey

客人,Robb Baldwin,公司创始人兼首席执行官 TradePMR

Episode #3: The Secret to Great Listening

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

Episode #2: Power of LinkedIn 和 Relationship Marketing

Kevin Knebl, international speaker, author 和 coach, 本文分享了建立良好关系的简单三步法.

Episode #1: The Neuroscience of Next Level Success

客人博士. Jody Jacobson, founder of the Human Skills Institute