Host: John Thompson Guest: Chris Mastro

Full Podcast here: https://nurturingsuccess.podbean.com/e/chris-mastro-of-impact-fiduciary/

In this episode of Nurturing Success, John Thompson talks with Chris Mastro, CFP® of Impact Fiduciary, about building a purpose-driven financial planning practice rooted in sustainability, intentionality, and efficiency. Chris shares his nontraditional path into financial planning, how the 2008 financial crisis ignited his passion for empowering others through education, and why sustainable investing has become a core value in his work. They also explore how Chris uses AI and automation tools to streamline his practice and deliver high-quality advice to a growing client base.

💡 What You'll Learn: -Chris’s journey from operations management into financial planning -Why the 2008 crisis shaped his mission around financial literacy -What sustainable investing really means and how clients respond to it -How to help clients reach the “freedom point” — where work becomes optional -Tools and tech Chris uses to stay efficient while scaling -How AI tools like ChatGPT, Perplexity, and JUMP AI enhance client service -Why asking for referrals and being intentional about growth matters -How young professionals can enter financial planning with impact and reward

🔗 Resources & Mentions: -Impact Fiduciary -Sustainable Investing Strategies -AI Tools: ChatGPT, Perplexity, JUMP AI -Zapier (automation platform) -RightCapital (planning software)

Connect with Us: Please reach out to Chris with any questions or feedback. Contact with Chris here https://www.impactfiduciary.com/ Follow us on social media for the latest updates and additional insights. @smplmortgage If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to jack@smplmortgage.com to schedule a time.