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 #25

The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships

In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum.

The conversation focuses on the latest trends for fiduciary advisors and their clients. Veres shares some AI use cases for financial professionals and the potential SEC response. He discusses new automation that advisory firms are experiencing and the changes they may implement to grow effectively and focus on client services.

Veres also shares how some advisors are revolutionizing the process behind client relationships. He tells the story of a fiduciary advisor who utilized a creative marketing strategy that paid off, discussing what firms can do to gain a competitive advantage as they fight against the big marketing budgets wielded by large brokerage firms.

Listen on Spotify

Listen to Episode #25

View All Episodes

Join NAPFA Nation!

If you are interested in being a guest on NAPFA Nation, please submit a guest application below.

Guest Application

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.

Access Mindset Mastery Episodes