Episode 18: Chris Mastro, CFP® of Impact Fiduciary

Nurturing Success

Host: John Thompson

Guest: Chris Mastro

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

⏱ Timestamps:

[00:00] Opening gratitude: Halloween joy and human connection
[02:30] Chris’s career journey and discovering financial planning
[05:00] Building a client-centered practice at Impact Fiduciary
[06:30] What sustainable investing looks like in practice
[08:30] Attracting values-aligned clients through intentional positioning
[09:30] Top client concerns: inflation, early retirement, and financial independence
[11:00] The power of planning in reducing client anxiety
[12:00] Creating a tech-forward experience for modern clients
[14:00] Using AI for research, communication, and meeting efficiency
[17:00] Behind the scenes: JUMP AI, Zapier, and time-saving tools
[18:30] Growth strategies: referrals, Google reviews, and intentional marketing
[19:30] Talking debt, liabilities, and when to bring in outside experts
[20:30] Advice for future advisors: Impact + income is possible
[22:00] Final thoughts: Gratitude as a daily antidote to stress

🔗 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

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 [email protected] to schedule a time.