Preview Mode Links will not work in preview mode

NAPFA Nation Podcast

Welcome to the NAPFA Nation podcast! This monthly podcast brings 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.

Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at

Sep 3, 2020

In Episode #07 of Mindset Mastery, "Benefits of Professional Diversity and Inclusion", Marie Swift speaks with Kate Healy of TD Ameritrade Institutional.

In a nutshell: Kate Healy – or “Advo-Kate” as she's been dubbed by others in the financial planning profession who appreciate her tireless efforts to diversify...