Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org
In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association's new strategic framework for 2026 and what it means for fee-only fiduciary advisors. Dattomo shares how the framework grew out of a full year of listening sessions, surveys, and focus groups with NAPFA members and volunteer leaders, ultimately coalescing into three core pillars that…
In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession , a sweeping history of the profession through Veres' 45-year career. Veres explores pivotal moments that have shaped the profession, from the collapse of limited partnerships in the 1990s and the tech…
In Episode #34 of NAPFA Nation, host Marie Swift speaks with Jennifer Gray, LPC, LMHC, EMDR , founder of Jennifer Gray Counseling , a renowned mentor, mental health therapist, and entrepreneurial well-being expert, about the challenges of maintaining work/life harmony for financial advisors and entrepreneurs, exploring why true balance is less about perfectly portioning time and more about…
In Episode #33 of NAPFA Nation, host Marie Swift speaks with Uziel Gomez, CFP®, AFC® , Founder of Primeros Financial , a virtual, fee-only financial planning firm dedicated to empowering first-generation wealth builders, helping them take control of their finances and use money to live life by design—intentionally and aligned with their values. Gomez shares his personal and professional journey as…
In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC® , Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board. Pine reflects on her path into the financial planning profession, sharing that her first NAPFA conference experience left a lasting impression due to the inclusive and supportive atmosphere. Even before becoming a…
In Episode #31 of NAPFA Nation, host Marie Swift speaks with Dan Moisand, CFP® , a prominent leader in financial planning, former chairman of the CFP Board of Standards, and principal at his wealth management firm, Moisand Fitzgerald Tamayo, LLC . Moisand reflects on his 25 years as a NAPFA member and his longstanding advocacy for the fiduciary standard. He identifies two of the profession's most…
In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® , Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group. Levin shares his passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial planning community. The duo discusses upcoming NAPFA…
In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP® , Partner and Senior Wealth Advisor at Pioneer Wealth Management Group . Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity,…
In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad , MBA, President at The Institute for the Fiduciary Standard . Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard is Dying at the SEC – Fee-Only Fiduciary…
In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA , Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member. Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds…
