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The Blueprint: An FPA NexGen® Podcast The Blueprint: An FPA NexGen® Podcast FPA NexGen® What Bitcoin Did What Bitcoin Did Danny Knowles Don Chisciotte Don Chisciotte DigitalMDE The Lucy Ann Lance Show The Lucy Ann Lance Show Cumulus Media Detroit Squawk on the Street Squawk on the Street CNBC Survive: Essentials for C-Store Assistant Managers Survive: Essentials for C-Store Assistant Managers C-Store Center Thrive: Leadership Skills for C-Store Managers Thrive: Leadership Skills for C-Store Managers C-Store Center Drive: Multi-Unit Excellence for C-Store District Managers Drive: Multi-Unit Excellence for C-Store District Managers C-Store Center Arrive: Strategy for Independent C-Store Owners Arrive: Strategy for Independent C-Store Owners C-Store Center World Business Report World Business Report BBC World Service Stock Movers Stock Movers iHeartPodcasts Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts The IDEMS Podcast The IDEMS Podcast IDEMS International Retail Media Breakfast Club Retail Media Breakfast Club Kiri Masters The Commercial Real Estate Deep Dive Podcast The Commercial Real Estate Deep Dive Podcast Joseph Gozlan, Eureka Business group Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Daily Cyber Threat Brief Daily Cyber Threat Brief Simply Cyber Media Group JACOBIN Talks JACOBIN Talks JACOBIN Magazin Company Interviews Company Interviews Crux Investor Omni Talk Retail Omni Talk Retail Omni Talk Retail Nur Bares ist Wahres! Nur Bares ist Wahres! Luis Pazos Talking Real Money - Investing Talk Talking Real Money - Investing Talk Don McDonald Travel Agent Chatter | Friday 15 Travel Agent Chatter | Friday 15 Host Agency Reviews echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF echtgeld.tv The CUInsight Network The CUInsight Network CUInsight | Credit Union The Modern Hotelier The Modern Hotelier David Millili & Steve Carran Cyber Crime Junkies Cyber Crime Junkies Cyber Crime Junkies. Host David Mauro. AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing AI Hustle: Make Money with AI AI Hustle: Make Money with AI Jaeden Schafer and Jamie McCauley AI in Business AI in Business AI in Business KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air That Home Loan Hub That Home Loan Hub Zebunisso Alimova Financially Speaking Financially Speaking Women's Empowerment Network, SiriusXM 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
The Blueprint: An FPA NexGen® Podcast

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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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