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napfa

The 10 most recent episodes and tracks on this topic, about 3.6 hours of it.

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  1. NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA NationNAPFA Nation Podcast10:04Notes
  2. Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA NationNAPFA Nation Podcast28:18Notes
  3. Work/Life Harmony: Jennifer Gray on Aligning Personal Energy, Values and Emotional Boundaries – Episode #34 of NAPFA NationNAPFA Nation Podcast28:17Notes
  4. Breaking Barriers: Uziel Gomez on Empowering First-Generation Wealth Builders – Episode #33 of NAPFA NationNAPFA Nation Podcast26:22Notes
  5. In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA NationNAPFA Nation Podcast21:36Notes
  6. Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA NationNAPFA Nation Podcast27:54Notes
  7. Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA NationNAPFA Nation Podcast15:25Notes
  8. Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA NationNAPFA Nation Podcast19:54Notes
  9. Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA NationNAPFA Nation Podcast24:47Notes
  10. Strength in Community: Joni Alt on NAPFA's Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA NationNAPFA Nation Podcast16:08Notes
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