Slušaj NAPFA Nation Podcast podkast

Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation	NAPFA Nation Podcast	19:54
Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation	NAPFA Nation Podcast	24:47
Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation	NAPFA Nation Podcast	16:08
Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation	NAPFA Nation Podcast	17:01
The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation	NAPFA Nation Podcast	23:36
Women and Wealth: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes – Episode #24 of NAPFA Nation	NAPFA Nation Podcast	20:37
Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols – Episode #23 of NAPFA Nation	NAPFA Nation Podcast	17:19
First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation	NAPFA Nation Podcast	19:39
“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation	NAPFA Nation Podcast	17:59
“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation	NAPFA Nation Podcast	17:22
“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation	NAPFA Nation Podcast	33:06
“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation	NAPFA Nation Podcast	26:34
“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation	NAPFA Nation Podcast	31:31
“Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher - Episode #16 of NAPFA Nation	NAPFA Nation Podcast	28:21
“Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation	NAPFA Nation Podcast	22:21
“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation	NAPFA Nation Podcast	18:38
“Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation	NAPFA Nation Podcast	25:01
“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation	NAPFA Nation Podcast	25:46
“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation	NAPFA Nation Podcast	39:56
“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation	NAPFA Nation Podcast	22:18
“Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg - Episode #09 of NAPFA Nation	NAPFA Nation Podcast	28:06
“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation	NAPFA Nation Podcast	33:03
“Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank - Episode #07 of NAPFA Nation	NAPFA Nation Podcast	35:39
“Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels - Episode #06 of NAPFA Nation	NAPFA Nation Podcast	32:07
“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation	NAPFA Nation Podcast	28:46
“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation	NAPFA Nation Podcast	22:22
“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation	NAPFA Nation Podcast	27:51
“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation	NAPFA Nation Podcast	27:00
“Talent Pool: Advancing Diversity in the Financial Planning Profession” with Luis Rosa - Episode #01 of NAPFA Nation	NAPFA Nation Podcast	22:40
“Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift - Episode #32 of Mindset Mastery	NAPFA Nation Podcast	25:27
"Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD - Episode #31 of Mindset Mastery	NAPFA Nation Podcast	23:25
“Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success” with Mac Gardner - Episode #30 of Mindset Mastery	NAPFA Nation Podcast	27:02
“Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher - Episode #29 of Mindset Mastery	NAPFA Nation Podcast	19:32
Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship - Episode #28 of Mindset Mastery	NAPFA Nation Podcast	24:04
“Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic” with Dr. Alex Melkumian - Episode #27 of Mindset Mastery	NAPFA Nation Podcast	24:08
“Mind Your Balance: Creating Effortless Success and True Happiness in Your Life” with Dr. Travis Parry - Episode #26 of Mindset Mastery	NAPFA Nation Podcast	32:50
“Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today" with Dr. James Pogue - Episode #25 of Mindset Mastery	NAPFA Nation Podcast	26:28
“Radical Relevance: Building Share of Mind with the Right People the Right Way” with Bill Cates - Episode #24 of Mindset Mastery	NAPFA Nation Podcast	30:17
"It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes" with Caroline Gaynor - Episode #23 of Mindset Mastery	NAPFA Nation Podcast	21:05
“Level Up: How Mindfulness and Self Reflection Can Change the World” with Saundra Davis - Episode #22 of Mindset Mastery	NAPFA Nation Podcast	26:32

Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation

19:54

Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation

NAPFA Nation Podcast

24:47

Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation

NAPFA Nation Podcast

16:08

Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation

NAPFA Nation Podcast

17:01

The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation