“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation
Release Date: 08/08/2023
Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation
NAPFA Nation Podcast
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
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Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation
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Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation
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Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation
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The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation
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“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation
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info_outlineIn Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, Gary Pittsford, talks with podcast host Marie Swift about his involvement with NAPFA over the past 40 years. He highlights the growth and influence of NAPFA in promoting fee-only financial advice and attracting clients who prefer a fiduciary standard. Pittsford also mentions the significant changes in technology and business models within the industry, and shares his transition from Castle Wealth Advisors, where he served as president and CEO for over 40 years, to assume the role of Chief Valuation Officer at Creative Planning, one of the largest industry leading Registered Investment Advisors (RIAs) in the country. Pittsford is glad to be a part of NAPFA’s 40th anniversary celebration and throughout the episode reflects on the growth and evolution of the financial planning profession.
Pittsford shares:
- How the concept of fee-only financial advising has evolved over the past 40 years
- Challenges faced in the early stages of NAPFA’s formation
- Benefits of working with a fiduciary and how that mitigates conflicts of interest
- Career path ideas for those interested in the financial planning profession
- Heartfelt thanks for all of the NAPFA pioneers and those who continue to carry the torch today
Key points: Consumers are, more and more, seeking independent financial advice from advisors who prioritize their needs rather than selling products. Pittsford provides tips for finding fee-only fiduciary advisors through organizations like NAPFA and emphasizes the importance of reducing expenses and risk for older individuals. Aspiring advisors are encouraged to join fee-only firms and consider this profession due to the ever-increasing demand for commission-free financial planning and investment services. He emphasizes how meaningful the work can be and the importance in helping clients with their finances. The financial planning profession is becoming more inclusive and diverse, with NAPFA leading the way in their diversity and inclusion initiatives.
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 https://www.NAPFA.org.