Mindset Mastery Podcast by NAPFA
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“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation
Episodes
“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation
“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation
“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation
“Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg - Episode #09 of NAPFA Nation
“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation
“Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank - Episode #07 of NAPFA Nation
“Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels - Episode #06 of NAPFA Nation
“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation
“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation
“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation