NAPFA Nation Podcast

NAPFA Nation is a monthly podcast bringing 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.

NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson

In Episode #12 of NAPFA Nation, Dana Wilson, CEO of CHIP (Changing How Individuals Prosper) talks with podcast host Marie Swift about the benefits of building an inclusive workplace culture. CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In this lively episode, they discuss the importance of cross mentorship and situational mentorship, emphasizing that mentorship doesn't always have to be formal. The conversation shifts to CHIP’s partnership with NAPFA and their shared mission of supporting underrepresented professionals in the financial industry. They envision a future where diversity is embraced, wealth gaps are closed, and individuals feel empowered to define wealth on their own terms.

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2022 NAPFA Mindset Mastery Podcasts

NAPFA's podcast in 2022 focused on interviews bringing motivational insights and actionable advice to listeners. Guests include names from a "who's who list" of professionals including professionals from the RIA consulting space and respected fiduciary financial planners. These individuals exemplify accomplishing their goals while mastering their own mindset to help them better serve their clients.

Access Mindset Mastery Episodes