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NAPFA Nation Episode #28 | Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role
On-Demand
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NAPFA Nation Episode #28 | Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role
No Credit
Free
NAPFA Nation Episode #26: Unlocking Tax Insights for Smarter Financial Planning with Kevin Knull, CFP®
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NAPFA Nation Episode #26: Unlocking Tax Insights for Smarter Financial Planning with Kevin Knull, CFP®
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NAPFA Nation Episode #27: Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment
On-Demand
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Free
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NAPFA Nation Episode #27: Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment
No Credit
Free
NAPFA Nation Episode #25: The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships
On-Demand
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Free
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NAPFA Nation Episode #25: The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships
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NAPFA Nation Episode #24: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes
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Free
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NAPFA Nation Episode #24: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes
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NAPFA Nation Episode #23: Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols
On-Demand
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Free
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NAPFA Nation Episode #23: Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols
No Credit
Free
NAPFA Nation Episode #22: First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa
On-Demand
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Free
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NAPFA Nation Episode #22: First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa
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NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
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NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
No Credit
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NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
On-Demand
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Free
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NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
No Credit
Free
NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
On-Demand
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Free
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NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
No Credit
Free
NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
On-Demand
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Free
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NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
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NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
On-Demand
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NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
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NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
On-Demand
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Free
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NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
No Credit
Free
NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
On-Demand
No Credit
Free
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NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
No Credit
Free
NAPFA Nation Episode #14: “Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson
On-Demand
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Free
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NAPFA Nation Episode #14: “Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson
No Credit
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NAPFA Nation Episode #13: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera
On-Demand
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Free
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NAPFA Nation Episode #13: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera
No Credit
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NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
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NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
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NAPFA Nation Episode #11: "Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch
On-Demand
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NAPFA Nation Episode #11: "Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch
No Credit
Free
NAPFA Nation Episode #10: “Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala
On-Demand
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Free
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NAPFA Nation Episode #10: “Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala
No Credit
Free
NAPFA Nation Episode #09: “Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg
On-Demand
No Credit
Free
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NAPFA Nation Episode #09: “Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg
No Credit
Free
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