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 #23
Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols
In Episode #23 of NAPFA Nation, host Marie Swift speaks with Jennifer Dazols, CFP®, Founder and Lead Financial Planner, and Lisa Dazols, Head of Operations at Modern Family Finance.
The conversation focuses on the Dazols' journey and motivation for creating Modern Family Finance. Their fee-only financial planning company focuses on typically underserved and underrepresented communities: women and LGBTQ+ individuals. Learn about their passion project, the documentary Out and Around, which showcases inspiring “Supergays” making impactful contributions across the globe, and their educational guides made in partnership with the It Gets Better Project. The Dazols also share their experience being members of NAPFA and Equita Financial Network. The discussion outlines the distinction between financial advisors who adhere to the fiduciary standard and why trust and transparency are central to Modern Family Finance.
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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.