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 #18: “See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson
In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and Inclusion) initiatives. Dyson advocates for greater inclusion and representation in the financial planning profession through various roles at Buckingham, encompassing client service, operations, strategic initiatives, and her focus on learning and development programs. She stresses the importance of experiential learning, intellectual humility, and the link between employee development and inclusion initiatives.
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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.