The Blueprint: An FPA NexGen® Podcast
By FPA NexGen®
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Category: Careers
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Subscribers: 2
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Episodes: 47
Description
Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast. Executive Producer Jadah Riley.
| Episode | Date |
|---|---|
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Season 5 Kickoff: First Jobs, AI, and the Reps That Grow Financial Planning Careers
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Sep 16, 2026 |
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RIA Succession Planning: How NextGen Advisors Can Earn the Opportunity
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Aug 07, 2026 |
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Why Every Financial Advisor Needs to Understand Taxes With Stephen Jarvis
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Jul 24, 2026 |
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Beyond the Financial Plan: Seth Streeter on Becoming the Advisor Clients Need
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Jul 10, 2026 |
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Trust Your Gut: How Nichole Graham Built a Career on Her Own Terms
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Jun 26, 2026 |
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How Chris Wise Is Reinventing Financial Planning with Health, Wealth & Purpose
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Jun 11, 2026 |
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Beyond Money: Breanna Rae Blaney on Wealth, Identity & Financial Planning
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May 27, 2026 |
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Brett Danko on Passing the CFP Exam and Building a Meaningful Career
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May 14, 2026 |
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Career Pivot Playbook: Breaking Into Financial Planning from Any Industry
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Apr 29, 2026 |
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Michael Kitces on AI, Career Growth & Winning as a NextGen Advisor
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Apr 15, 2026 |
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Why Most Advisors Feel Unprepared—and How to Fix It
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Apr 02, 2026 |
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Lillian Turner on Launching a Firm and Leading FPA NexGen in 2026
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Mar 18, 2026 |
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Ignite Your Financial Planning Career: Confidence, Content & Community
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Mar 11, 2026 |
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Why Passion Comes After the Work: Lessons from Two Years Behind the Mic
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Jan 21, 2026 |
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How FPA Involvement Helped This Student Land Internships and Gain Career Clarity
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Jan 13, 2026 |
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Why Most CFP® Candidates Fail (And the Smarter Way to Pass)
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Dec 23, 2025 |
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From Starbucks to Industry Troublemaker: Designing a Career You Actually Love
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Dec 08, 2025 |
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AI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025
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Nov 24, 2025 |
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From Fired at 28 to 50+ Staff: James Conole, CFP® on Self-Leadership & Scale
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Nov 11, 2025 |
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Grow Without Burning Out: Julie Penwell’s Path to Authentic Success
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Oct 27, 2025 |
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Finding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)
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Oct 13, 2025 |
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Make the Handshakes: Voices, Mentors & Momentum at FPA NexGen 2025
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Sep 29, 2025 |
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Season 3 Kickoff: New Voices, New Stories in Financial Planning
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Sep 15, 2025 |
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Episode #23: Caleb Brown, CFP®
|
Jul 21, 2025 |
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Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®
|
Jul 07, 2025 |
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Episode #21: Landon Warmund, CFP®, CSLP®
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Jun 23, 2025 |
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Episode #20: Colin Day, CFP®, EA
|
Jun 09, 2025 |
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Episode #19: Paul Gaudio, CFP®
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May 26, 2025 |
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Episode #18: Victoria O'Tool
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May 13, 2025 |
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Episode #17: Noah Gay
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Apr 14, 2025 |
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Episode #16: Hannah Moore, CFP®
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Mar 31, 2025 |
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Episode# 15: Gloria Garcia-Cisneros, CFP®
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Mar 17, 2025 |
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Episode #14: "Student Edition" with Alayna Woodall and Adam Taylor
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Mar 03, 2025 |
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Episode #13: Odaro Aisueni, CFP®
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Mar 02, 2025 |
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Episode #12: Cody Garrett, CFP®
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Feb 03, 2025 |
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Episode #11: Julie Johnson and Jack Heintzelman
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Nov 11, 2024 |
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Episode #10: Colin Overweg
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Oct 28, 2024 |
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Episode #09: Kimberly Mamaril
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Oct 14, 2024 |
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Episode #08: Blake Pinyan
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Sep 30, 2024 |
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Episode #07: Jolisa Gonzalez
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Sep 16, 2024 |
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Episode #06: Michael Kitces and Nichole Graham at FPA NexGen Gathering 2024
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Sep 06, 2024 |
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Episode #05: G2 Adviser Summit at FPA NexGen Gathering 2024
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Sep 05, 2024 |
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Episode #04: Student Edition! at FPA NexGen Gathering 2024
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Sep 04, 2024 |
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Episode #03: Attendee Interviews at FPA NexGen Gathering 2024
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Sep 03, 2024 |
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Episode #02: Lizbeth G. Menjivar-Muñoz
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Aug 19, 2024 |
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Episode #01: with Deshawn Peterson and Mike Zarrelli
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Aug 09, 2024 |
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Episode #00: A Preview of The Blueprint: An FPA NexGen® Podcast
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Aug 07, 2024 |