The Blueprint: An FPA NexGen® Podcast

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FPA NexGen®

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.

Episodes · 25

FPA Gather: The Conversations That Change Careers

Oct 2, 2026 · 50m

Season 5 Kickoff: First Jobs, AI, and the Reps That Grow Financial Planning Careers

Sep 16, 2026 · 37m

RIA Succession Planning: How NextGen Advisors Can Earn the Opportunity

Aug 7, 2026 · 32m

Why Every Financial Advisor Needs to Understand Taxes With Stephen Jarvis

Jul 24, 2026 · 39m

Beyond the Financial Plan: Seth Streeter on Becoming the Advisor Clients Need

Jul 10, 2026 · 37m

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

Jun 26, 2026 · 33m

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

Jun 11, 2026 · 43m

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

May 27, 2026 · 39m

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

May 14, 2026 · 57m

Career Pivot Playbook: Breaking Into Financial Planning from Any Industry

Apr 29, 2026 · 38m

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

Apr 15, 2026 · 55m

Why Most Advisors Feel Unprepared—and How to Fix It

Apr 2, 2026 · 39m

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

Mar 18, 2026 · 38m

Ignite Your Financial Planning Career: Confidence, Content & Community

Mar 11, 2026 · 35m

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

Jan 21, 2026 · 27m

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

Jan 13, 2026 · 28m

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

Dec 23, 2025 · 38m

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

Dec 8, 2025 · 42m

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

Nov 24, 2025 · 44m

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

Nov 11, 2025 · 44m

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

Oct 27, 2025 · 35m

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

Oct 13, 2025 · 30m

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

Sep 29, 2025 · 56m

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

Sep 15, 2025 · 32m

Episode #23: Caleb Brown, CFP®

Jul 21, 2025 · 42m