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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
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In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group.
Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity, and Inclusion Initiative, which highlights the necessity of creating a more inclusive financial planning environment. She also shares how her childhood understanding of money and education influences the advisor that she is now, and how she explores financial topics and common questions in a way that is approachable for her clients. They discuss her volunteer activities and why she devotes time to various industry leadership roles, the benefits of being a NAPFA member, and how Pioneer Wealth Management Group serves its clients.
In a nutshell:
- Why education and financial literacy are powerful tools for transformation and empowerment
- Insights from creating and leading NAPFA’s Diversity, Equity, Inclusion, and Belonging initiative
- The value of approachable, relatable conversations about money and financial planning
- The personal and professional benefits of volunteerism and industry leadership
- How Pioneer Wealth Management Group exemplifies client service
Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org.
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