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 #29
In Episode #29 of NAPFA Nation, host speaks with , Partner and Senior Wealth Advisor at .
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, and Inclusion Initiative, which highlights the necessity of creating a more inclusive financial planning environment. She also shares how her childhood understanding of money and education influences the advisor that she is now, and how she explores financial topics and common questions in a way that is approachable for her clients. They discuss her volunteer activities and why she devotes time to various industry leadership roles, the benefits of being a NAPFA member, and how Pioneer Wealth Management Group serves its clients.
Join NAPFA Nation!
If you are interested in being a guest on NAPFA Nation, please submit a guest application below.
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.