Dec 9, 2025
In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association’s new strategic framework for 2026 and what it means for fee-only fiduciary advisors.
Dattomo shares how the framework grew out of a full year of listening sessions, surveys, and focus groups with NAPFA...
Nov 11, 2025
In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession, a sweeping history of the profession through Veres’ 45-year career.
Veres explores pivotal moments that have shaped the...
Oct 14, 2025
In Episode #34 of NAPFA Nation, host Marie Swift speaks with Jennifer Gray, LPC, LMHC, EMDR, founder of Jennifer Gray Counseling, a renowned mentor, mental health therapist, and entrepreneurial well-being expert, about the challenges of maintaining work/life harmony for financial advisors and entrepreneurs, exploring...
Sep 9, 2025
In Episode #33 of NAPFA Nation, host Marie Swift speaks with Uziel Gomez, CFP®, AFC®, Founder of Primeros Financial, a virtual, fee-only financial planning firm dedicated to empowering first-generation wealth builders, helping them take control of their finances and use money to live life by design—intentionally and...
Aug 12, 2025
In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC®, Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board.
Pine reflects on her path into the financial planning profession, sharing that her first NAPFA conference experience left a lasting...