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The Blueprint: An FPA NexGen® Podcast The Blueprint: An FPA NexGen® Podcast FPA NexGen® Accès au Marché Mondial des Dispositifs Médicaux Accès au Marché Mondial des Dispositifs Médicaux Pure Global Глобальный доступ на рынок медицинских изделий Глобальный доступ на рынок медицинских изделий Pure Global चिकित्सा उपकरण वैश्विक बाजार पहुंच चिकित्सा उपकरण वैश्विक बाजार पहुंच Pure Global Tıbbi Cihazlar Küresel Pazar Erişimi Tıbbi Cihazlar Küresel Pazar Erişimi Pure Global Akses Pasar Global Alat Kesehatan Akses Pasar Global Alat Kesehatan Pure Global Spotlight on the Community Spotlight on the Community Cloudcast Segreti Bancari Podcast Segreti Bancari Podcast Giacomo Saver Bcaucus Bcaucus Satoshi Design Yoga Therapy Hour with Amy Wheeler Yoga Therapy Hour with Amy Wheeler Amy Wheeler Web3 Tech Brief By HackerNoon Web3 Tech Brief By HackerNoon HackerNoon Tech Stories Tech Brief By HackerNoon Tech Stories Tech Brief By HackerNoon HackerNoon Finance Tech Brief By HackerNoon Finance Tech Brief By HackerNoon HackerNoon ECOM SECRETS – So skalieren die Top 1% E-Commerce Brands ECOM SECRETS – So skalieren die Top 1% E-Commerce Brands Daniel Bidmon Paws And Profits With Karen Laws Paws And Profits With Karen Laws Karen Laws BFM Bourse BFM Bourse BFM Business Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts Becker’s Healthcare Digital Health + Health IT Becker’s Healthcare Digital Health + Health IT Becker's Healthcare HOGENT: kwaliteit dus! HOGENT: kwaliteit dus! The Podcast Planet Getting to "Hell Yes!". Getting to "Hell Yes!". Guillermo Salazar Squawk on the Street Squawk on the Street CNBC Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare The Legal Podcast Network The Legal Podcast Network The Legal Podcast Network (LPN) The SMB Deal Hunter Podcast The SMB Deal Hunter Podcast Helen Guo Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael JMO Podcast JMO Podcast Jason Mitchell Outdoors SignalsAZ.com - Arizona News Podcast SignalsAZ.com - Arizona News Podcast Talking Glass Media, LLC UPTHINKING FINANCE UPTHINKING FINANCE Emerson Fersch KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air Rock Solid Conversations Rock Solid Conversations Eric Zwigart 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet The Art of Accomplishment The Art of Accomplishment Joe Hudson and Brett Kistler The Community Lounge The Community Lounge Steve McLeod Ohio Ag Net Morning Farm Show Ohio Ag Net Morning Farm Show Ohio Ag Net Les experts Les experts BFM Business MoneywebNOW MoneywebNOW Moneyweb Radio machen oder lassen – der Podcast mit Verbraucherexperte Ron Perduss machen oder lassen – der Podcast mit Verbraucherexperte Ron Perduss Ron Perduss
The Blueprint: An FPA NexGen® Podcast

Business

The Blueprint: An FPA NexGen® Podcast

FPA NexGen®

Trust Your Gut: How Nicole Graham Built a Career on Her Own Terms

June 26, 2026 8:46am 33 min

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® welcome Nichole Graham CFP®, CDFA Financial Analyst at Wellspring Divorce Advisors and Financial Advisor at Re...

How Chris Wise Is Reinventing Financial Planning with Health, Wealth & Purpose

June 11, 2026 5:09pm 43 min

In this inspiring episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with entrepreneur and financial planner Chris Wise CFP®, founder of Wise Capital Partners, ...

Beyond Money: Breanna Rae Blaney on Wealth, Identity & Financial Planning

May 27, 2026 4:14pm 39 min

What if financial planning wasn’t just about accumulating wealth — but helping clients intentionally design their lives? In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison M...

Brett Danko on Passing the CFP Exam and Building a Meaningful Career

May 14, 2026 4:05pm 57 min

What does it take to build a successful career in financial planning while staying grounded in purpose, relationships, and service? In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA a...

Career Pivot Playbook: Breaking Into Financial Planning from Any Industry

April 29, 2026 5:08pm 38 min

In this special Career Changers edition of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with Emily Green and Wilson Lou to unpack what it really takes to transition ...

Michael Kitces on AI, Career Growth & Winning as a NextGen Advisor

April 15, 2026 4:15pm 55 min

In this special episode of The Blueprint | An FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with industry pioneer and thought leader Michael Kitces for a masterclass on building a s...

Why Most Advisors Feel Unprepared—and How to Fix It

April 01, 2026 10:52pm 39 min

n this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with Patrick Marcinko, CFP® Lead Advisor at Bogert Wealth, to explore what it truly takes to grow into...

Lillian Turner on Launching a Firm and Leading FPA NexGen in 2026

March 18, 2026 4:02pm 38 min

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP® , EA and Alison Miller, CFP® sit down with Lillian Turner, CFP® , RLP® , CSLP® founder of Daring Greatly Wealth and 2026 Chair of the FPA ...

Ignite Your Financial Planning Career: Confidence, Content & Community

March 11, 2026 4:00pm 35 min

Season 4 of The Blueprint | FPA NexGen® Podcast kicks off with a powerful theme: Ignite.Hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® explore how early-career financial planners can ignite their professional grow...

Why Passion Comes After the Work: Lessons from Two Years Behind the Mic

January 21, 2026 2:58pm 27 min

What does it really take to build a meaningful career in financial planning—and why does passion usually show up after the hard work? In this reflective Season 3 finale of The Blueprint | FPA NexGen® Podcast, hosts Mike...

How FPA Involvement Helped This Student Land Internships and Gain Career Clarity

January 12, 2026 10:11pm 28 min

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP sit down with Ian Mueller, a senior at the University of Missouri (Mizzou), to explore what early-career fina...

Why Most CFP® Candidates Fail (And the Smarter Way to Pass)

December 22, 2025 7:40pm 38 min

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP sit down with Matt Goren, PhD, CFP®, Chief Strategy Officer at Danko Education and a leading voice in CFP® ex...

From Starbucks to Industry Troublemaker: Designing a Career You Actually Love

December 08, 2025 4:00am 42 min

Early in your career, choosing (or staying with) the wrong firm can be the biggest source of hidden risk. In this conversation, Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP talk with Alanah Phillips, MBA—entrepreneur...

AI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025

November 24, 2025 4:00am 44 min

In this Blueprint | FPA NexGen episode hosts Mike Zarelli, EA, CFP® and Deshawn Peterson, CFP® bring you inside FPA Annual 2025 in Las Vegas to capture the voices shaping a profession that’s still young — and being built...

From Fired at 28 to 50+ Staff: James Conole on Self-Leadership & Scale

November 10, 2025 6:38pm 44 min

James Conole, CFP®, founder & CEO of Root Financial Partners and host of the Root Ready podcast, joins hosts Mike Zarelli, CFP®, EA and Deshawn Peterson, CFP® to unpack the habits and frameworks behind his leap from bein...

Grow Without Burning Out: Julie Penwell’s Path to Authentic Success

October 27, 2025 4:00pm 35 min

Early-career advisors often ask: How do I grow faster without burning out? In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarelli, CFP® and Deshawn Peterson, CFP® sit down with Julie Penwell, CFP®,...

Finding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)

October 13, 2025 4:00pm 30 min

In this Blueprint | FPA Nex Gen episode, Haley Ellis, CFP® and Certified Plan Fiduciary Advisor, joins hosts Mike Zarrelli, CFP®, and Deshawn Peterson, CFP®, to share how she successfully transitioned from a client-facin...

Make the Handshakes: Voices, Mentors & Momentum at FPA NexGen 2025

September 29, 2025 4:00pm 56 min

From Orlando’s FPA NextGen Gathering 2025, CFP® professionals Deshawn Peterson, Alison Miller, and Mike Zarrelli capture the stories, lessons, and energy of this year’s event. This milestone year marks the 25th anniv...

Season 3 Kickoff: New Voices, New Stories in Financial Planning

September 15, 2025 4:00pm 32 min

Season 3 of The Blueprint & FPA NexGen® Podcast launches with fresh energy, new voices, and a stronger focus on the next generation of financial planners. Hosts Deshawn Peterson and Mike Zarrelli are joined by new co-hos...

Episode #23: Caleb Brown, CFP®

July 20, 2025 10:00pm 42 min

In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial advisor, and adjunct faculty at the University of Georgia.Caleb shares his...

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