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 #27
Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment
In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA, Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member.
Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds community for all involved. Alt shares why she joined NAPFA 15 years ago – and why she continues to be a member. She also talks about the fiduciary standard, effective communication and education, and the importance of making a difference in other people's lives.
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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.