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The Blueprint: An FPA NexGen® Podcast The Blueprint: An FPA NexGen® Podcast FPA NexGen® Dirt Church Radio Trail Running Dirt Church Radio Trail Running Matt Rayment Die Nachrichten Die Nachrichten Deutschlandfunk Levanta Levanta Levanta ArchaeoEd Podcast ArchaeoEd Podcast Dr. Ed Barnhart SignalsAZ.com - Arizona News Podcast SignalsAZ.com - Arizona News Podcast Talking Glass Media, LLC The Rhett Palmer Show The Rhett Palmer Show Rhett Palmer Halford & Brough in the Morning Halford & Brough in the Morning Sportsnet VOICE POWER VOICE POWER Earl Thomas "The VOICE" In the News In the News Brett Burney, Jeff Richardson Fearless with Jason Whitlock Fearless with Jason Whitlock Blaze Podcast Network The Weekly Reload Podcast The Weekly Reload Podcast Stephen Gutowski THE KLICKITAT VOICE THE KLICKITAT VOICE Delmer Eldred The Daily Office Podcast The Daily Office Podcast Andrew Russell Dr. Andy Woods: Pastor's Point of View Dr. Andy Woods: Pastor's Point of View Andy Woods The Neurodivergent Connection / The Curious Storyteller The Neurodivergent Connection / The Curious Storyteller Reid Shulchan Aruch Harav (Jewish Law) - 5 minutes daily Shulchan Aruch Harav (Jewish Law) - 5 minutes daily Yosef Muchnik Noticias Hispanas 02 Noticias Hispanas 02 Noticias Hispanas Music Makers San Diego Music Makers San Diego Amplified Studios, Gary Lee, Gabe Dagrezio, Marc Polit UPTHINKING FINANCE UPTHINKING FINANCE Emerson Fersch Tanya With Rabbi Gordon Tanya With Rabbi Gordon Chabad.org: Yehoshua B. Gordon Actual Justice Warrior Actual Justice Warrior Sean Fitzgerald Parsha Review Podcast · Rabbi Aryeh Wolbe Parsha Review Podcast · Rabbi Aryeh Wolbe TORCH Adam and Allison Podcast Adam and Allison Podcast Adam and Allison Rabbi Aryeh Wolbe Podcast Collection Rabbi Aryeh Wolbe Podcast Collection TORCH AURN News AURN News Ebony McMorris, Jamie Jackson, Clay Cane It's Pop Radio On Demand It's Pop Radio On Demand 7 Mountains Media CharCole Sports Show CharCole Sports Show CharCole Sports The Tucker Carlson Show The Tucker Carlson Show Tucker Carlson Network Soul Sync with Jason Paul Soul Sync with Jason Paul Jason Paul The American Radicals Podcast The American Radicals Podcast AmRadPod Strangers With Kittens: Gen X Stories from the Least Parented Generation. Strangers With Kittens: Gen X Stories from the Least Parented Generation. Eileen Kelly Las noticias de la SER Las noticias de la SER Felipe Areal Las noticias de la SER Las noticias de la SER Felipe Areal Health Wanted Health Wanted WABE MasilyJohn MasilyJohn MasilyJohn Ask Me Anything Ask Me Anything Frank Santora
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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