The Blueprint: An FPA NexGen® Podcast

FPA Gather: The Conversations That Change Careers

FPA NexGen® — Fri, 02 Oct 2026 14:52:34 -0400

What helps a financial planning career move forward when confidence is still catching up? In this conference edition of The Blueprint | FPA NexGen® Podcast, Mike Zarrelli, CFP®, EA and Alison Miller, CFP® bring listeners into conversations at FPA Gather in Dallas about finding mentors, building relationships, and taking the next career step.

Guests include senior financial planner and tax practice manager Blake Pinion CFP®, EA , firm partner C.J. Miller CFP®, RMA®, CPWA®, and students, career changers, and practicing advisors. Their experiences offer early-career financial planners a candid look at overcoming self-doubt, advocating for advancement, and understanding the personal stories behind a commitment to serving clients.

Executive Producer: @Jadah Riley

“The best advice I've ever received is to advocate for yourself.” — Haley Ellis, CFP®, CPFA®

What You’ll Learn

Approach financial planning conferences with a clear intention and a follow-through plan.
Build confidence through repetition, questions, and relationships with peers.
Recognize how personal experiences shape an advisor’s purpose.
Understand why partnership and succession require deliberate talent development.
Explore how career changers and graduates find their footing.
Strengthen client relationships through empathy and attentive listening.

Key Takeaways

Choose one achievable conference goal, such as finding a mentor.
Protect time for focused work as responsibilities grow.
Discuss career ambitions with leadership before expecting a defined path.
Build connections early; opportunities can travel through word of mouth.
Meet clients at an emotional level before guiding them toward logic.
Begin implementing useful ideas before conference momentum fades.

Episode Timestamps

00:00:00 – Opening story: the personal impact of financial planning 00:00:35 – Conference preparation, networking, and mentorship 00:07:42 – Advisor stories: confidence, purpose, and self-advocacy 00:23:13 – Firm partnership and succession planning 00:25:16 – Career growth, finding purpose, and changing careers 00:37:10 – Client trust, empathy, and finding your footing 00:46:06 – Gather reflections and putting lessons into practice

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

FPA NexGen® — Wed, 16 Sep 2026 17:34:00 -0400

The Blueprint | FPA NexGen® Podcast opens season five with a candid career conversation featuring Mike Zarrelli, CFP®, EA, Alison Miller, CFP®, and Executive Producer Jadah Riley. Rather than a traditional guest interview, the team reflects on lessons from season four and shares what they are learning as their own careers continue to evolve.

For early-career advisors focused on financial planning career growth, this episode gets practical about landing a first financial planning job, building a professional network, translating past experience into relevant skills, using AI more intentionally, and finding the right environment for continued development. The team also discusses career transitions, promotions, volunteering, mentorship, and why getting meaningful “reps” can compound over time.

“You need some reps because it’s all about the story that you can tell.”

What You’ll Learn

Build a stronger network by getting involved with professional organizations and creating relationships before job opportunities appear.
Translate experience from another career, college job, or service role into skills that financial planning firms can recognize and value.
Strengthen your candidacy through education, industry involvement, informational interviews, and proactive professional development.
Use AI to practice communication, learn new technology, organize information, create training resources, and prepare for client conversations.
Evaluate whether your current role provides the environment, challenge, and client exposure needed for continued career growth.
Develop confidence by deliberately seeking repetitions in client meetings, interviews, presentations, leadership, and volunteer work.

Key Takeaways

Do not rely exclusively on applications; relationships can put you closer to the people making hiring decisions.
Frame previous experience around the value it can create for clients, teams, and financial planning firms.
Career growth often happens below the surface before the results become visible.
AI is most useful when it strengthens human communication and frees time for higher-value work.
The right professional environment becomes increasingly important once you have developed foundational advisor skills.
Peers, mentors, volunteering, and professional communities can provide perspective during major career decisions.

Episode Timestamps

00:00:00 – Building your network to break into financial planning 00:00:55 – Season five kickoff and introductions 00:01:35 – Favorite lessons from season four 00:08:30 – How to land your first financial planning job 00:12:05 – Career changers, networking, and interview preparation 00:17:15 – How financial advisors are using AI 00:24:20 – Promotions, career transitions, and professional growth 00:30:15 – Why reps and discomfort drive career development 00:34:25 – Season five preview and Mike’s final season

Executive Producer: @Jadah Riley

RIA Succession Planning: How NextGen Advisors Can Earn the Opportunity

FPA NexGen® — Thu, 06 Aug 2026 21:15:00 -0400

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with Andrew Mirolli, CEPA® Co-Founder and Head of Client Services at buyAUM.com, to explore one of the financial planning profession’s biggest opportunities: RIA succession planning.

Andrew explains how early-career financial planners can position themselves to become trusted successors, build more valuable advisory practices, and earn the confidence of senior advisors. The conversation covers the importance of earning the CFP® certification, developing recurring revenue, delivering exceptional client service, and proving that you are prepared to protect relationships built over decades.

“Don’t wait for things to be handed to you. Take the stairs.”

What You’ll Learn

How young financial advisors can identify succession opportunities in their local markets
Why earning the CFP® certification can strengthen your position as a potential successor
How to prove that you are ready to inherit important client relationships
Why recurring fee-based revenue can increase the long-term value of an advisory practice
How financial planning, client service, and trust contribute to stronger client retention
The practical differences between internal and external RIA succession plans

Key Takeaways

A succession opportunity must be earned through consistent performance—not assumed from a promise
Senior advisors want successors who will protect their clients and preserve their legacy
Bringing in new clients and building professional relationships demonstrates readiness for leadership
Recurring advisory and planning revenue generally creates a more durable business than transactional revenue
Exceptional service helps build the client loyalty buyers value during a transition
The best succession structure depends on the goals of the owner, successor, team, and clients

Episode Timestamps

00:00:00 – Introduction and Andrew Mirolli’s path to buyAUM 00:04:40 – The RIA succession opportunity for NextGen advisors 00:09:20 – “Take the stairs” and prove you can lead client relationships 00:13:15 – Building a financial planning practice with long-term value 00:18:30 – Niches, trust, financial planning, and client retention 00:22:55 – What retiring advisors want in a successor 00:27:05 – Internal versus external succession plans 00:32:02 – Why financial planning is a career worth building

Executive Producer: @Jadah Riley

Why Every Financial Advisor Needs to Understand Taxes With Stephen Jarvis

FPA NexGen® — Thu, 23 Jul 2026 22:52:42 -0400

Taxes influence virtually every financial planning recommendation, yet many advisors hesitate to make tax planning part of their client experience. In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP®welcome Stephen Jarvis, CPA, founder of Retirement Tax Services, for an in-depth conversation about bridging the gap between financial planners and tax professionals. Stephen explains why every advisor should incorporate tax awareness into their planning process—even without becoming a tax expert. He shares practical advice on building stronger CPA relationships, requesting tax returns from clients, creating successful referral partnerships, evaluating tax designations, and developing communication skills that accelerate career growth. The discussion also explores why experience matters more than additional credentials, how advisors can confidently begin offering tax planning, and why taking action on new ideas is the key to long-term success. Whether you're an aspiring financial planner or an experienced advisor looking to strengthen your tax planning process, this episode is packed with actionable insights you can implement immediately. Executive Producer: Jadah Riley What You'll Learn Why tax planning belongs in every financial planning engagement The easiest way to start incorporating taxes into your advice process How to build stronger relationships with CPAs and tax professionals Why requesting tax returns can uncover planning opportunities Strategies for creating long-term referral partnerships The pros and cons of tax designations for advisors Communication techniques that separate top advisors from the rest Why implementation matters more than information Key Takeaways Every financial decision creates tax consequences. Advisors don't need to become CPAs—but they do need tax awareness. Strong CPA relationships begin with understanding each other's value. Asking for tax returns is one of the simplest ways to improve client outcomes. Real-world experience develops tax planning skills faster than collecting credentials. Difficult conversations are a career-defining skill for advisors. Recording and reviewing yourself is one of the fastest ways to improve communication. Knowledge only creates value when it's followed by action. Episode Chapters 00:00 Introduction & Stephen's Favorite Tax Code Oddities 02:20 Stephen Jarvis' Journey into Tax Planning 06:00 Why Every Financial Decision Has Tax Consequences 10:00 Building Better Relationships Between Advisors & CPAs 15:15 The First Step Into Tax Planning 19:10 Breaking the Ice with Tax Professionals 24:10 Building Referral Partnerships That Actually Work 29:10 The Future of Tax Planning in Financial Advice 33:00 Should Advisors Pursue Tax Designations? 35:10 How to Get Clients to Share Their Tax Returns 37:10 Career Advice: Communication & Difficult Conversations 38:15 Podcasting as a Communication Tool 39:13 Knowledge Only Matters If You Take Action

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

FPA NexGen® — Thu, 09 Jul 2026 23:55:09 -0400

In this episode of The Blueprint | An FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® welcome Seth Streeter, Co-Founder and Chief Impact Officer of Mission Wealth, for an inspiring conversation about what it truly means to help clients build wealth. Drawing from his own entrepreneurial journey and decades of experience serving clients, Seth explains why the future of financial planning extends far beyond investment management. He introduces his powerful 12 Dimensions of Wealth framework, shares why authenticity is one of an advisor's greatest competitive advantages, and discusses how emotional intelligence, deep listening, and purpose-driven leadership will differentiate the next generation of financial planners in an AI-powered world. Whether you're an aspiring CFP® professional, an associate advisor, or an experienced planner looking to deepen client relationships, this episode offers practical insights that will help you become more than a technical expert—you'll learn how to become the trusted guide your clients need most. Executive Producer: Jadah Riley What You'll Learn How the 12 Dimensions of Wealth help clients define true fulfillment Why authenticity is one of the greatest competitive advantages for advisors The difference between being a technical "mechanic" and a trusted client "guide" How deep listening strengthens client relationships and builds lifelong trust Why emotional intelligence (EQ) is becoming more valuable than technical expertise How AI is changing financial planning—and where human advisors create the most value Practical ways early-career advisors can develop coaching and leadership skills How Mission Wealth built a culture focused on purpose, growth, and client impact Key Takeaways Financial planning is about helping clients build meaningful lives—not simply growing portfolios. The strongest client relationships are built through curiosity, empathy, and authentic conversations. Advisors who embrace their unique personalities attract more aligned clients and career opportunities. AI will increasingly automate technical work, making human connection even more valuable. Great advisors ask better questions instead of simply providing better answers. Developing guide skills today will become one of the greatest differentiators for tomorrow's financial planners. Episode Chapters 00:00 – Welcome & Meet Seth Streeter 02:45 – Building Mission Wealth from the Ground Up 08:00 – Starting a Firm with Purpose 13:30 – The 12 Dimensions of Wealth Explained 18:30 – Helping Clients Find Fulfillment Beyond Money 23:15 – From Financial Planner to Trusted Guide 27:30 – Deep Listening & Coaching Conversations 31:15 – Why EQ Will Matter More Than AI 34:15 – Hiring Future Financial Advisors 36:15 – Final Advice for Early-Career Planners

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

FPA NexGen® — Fri, 26 Jun 2026 09:46:00 -0400

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 Regista Financial Strategies. Nichole shares how trusting her intuition transformed her career, allowing her to embrace remote work, contract opportunities, and a rewarding specialization in divorce financial planning. She opens up about moving across the country, building community through FPA NexGen®, balancing work across multiple firms, and developing the confidence to become the advisor she was meant to be. For early-career financial planners, this episode is packed with actionable advice on career development, networking, client relationships, and creating a career aligned with your values. What You'll Learn Why trusting your instincts can accelerate your financial planning career How remote work can create new opportunities for advisors The advantages and challenges of transitioning from W-2 employment to 1099 contract work How FPA NexGen® can help build your professional network Why empathy is one of the most valuable skills in financial planning How financial planners can better serve clients navigating divorce Tips for managing multiple firms and balancing competing priorities Building confidence while developing your own advising style Key Takeaways Career growth often comes from taking calculated risks. Your work environment has a significant impact on long-term success. Community and mentorship can dramatically accelerate professional development. Authenticity builds stronger client relationships than trying to imitate others. Financial planners create tremendous value simply by helping clients feel heard. Independent and contract work offers flexibility but requires intentional planning. Emotional intelligence is just as important as technical expertise. Episode Chapters 00:00 – Introduction & Meet Nichole Graham 01:25 – Moving Across the Country & Embracing Career Change 04:10 – Building Community Through FPA NexGen® 06:45 – Thriving in a Remote Work Environment 09:30 – Creating a Morning Routine for Success 12:15 – Transitioning from W-2 Employment to Contract Work 16:20 – Balancing Multiple Firms & Client Relationships 20:05 – How FPA NexGen® Accelerated Nichole's Career 23:30 – Volunteering, Travel & Avoiding Burnout 26:10 – Discovering Financial Planning as a Helping Profession 29:00 – Trusting Your Gut & Finding Your Own Voice 31:20 – Advice for Advisors Considering Independent Contract Work 32:25 – Final Thoughts on Supporting Clients Through Divorce

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

FPA NexGen® — Thu, 11 Jun 2026 18:09:00 -0400

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, to discuss building a modern financial planning firm that prioritizes both wealth and well-being. Chris shares his journey from growing up in a financial planning family to forging his own path, returning to transform the family business, and leading through extraordinary personal challenges. He offers candid insights on mentorship, entrepreneurship, leadership, delegation, and why the future of financial planning extends far beyond investment management. From creating a culture of emotional wellness inside his firm to reimagining financial planning through a "health and wealth" lens, Chris challenges advisors to think differently about the impact they can have on clients' lives. For early-career advisors, business owners, and aspiring firm leaders, this conversation delivers practical wisdom on building a fulfilling career while helping clients build fulfilling lives. Hosted by Mike Zarrelli, CFP®, EA and Alison Miller, CFP®. Executive Producer: @Jadah Riley What You'll Learn • Why mentorship accelerates growth more than trying to know everything yourself • How entrepreneurship changes the way advisors think about leadership • Why delegation is essential for scaling a successful advisory firm • How health and financial planning intersect to improve client outcomes • Lessons learned from taking over a family business during a crisis • Why early-career advisors should focus on learning before earning Key Takeaways • Strong relationships create better advisors and better businesses. • Financial planning is ultimately about helping people, not managing investments. • Building a team around your strengths creates greater long-term impact. • Health is one of the greatest forms of wealth clients can possess. • Mentorship provides experience that cannot be learned from textbooks. • Career success compounds over time through consistency and continuous learning. Episode Timestamps 00:00 – Introduction & Meet Chris Wise 02:45 – The Origin of "Wise Up" 07:15 – Growing Up Around Financial Planning 13:40 – Leaving and Returning to the Family Business 19:45 – Leadership Through Crisis During COVID 25:10 – Building a Personal Board of Mentors 30:45 – Entrepreneurship, Delegation & Wearing Multiple Hats 35:50 – Why Health Should Be Part of Financial Planning 40:15 – Creating Better Client Outcomes Through Emotional Wellness 42:15 – Advice for Early-Career Financial Planners 43:09 – Final Thoughts & Wise Up

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

FPA NexGen® — Wed, 27 May 2026 17:14:00 -0400

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 Miller, CFP® sit down with Breanna Rae Blaney, CEO and Founder of Anya Institute and creator of the Integrative Wealth Advisor Certification and host of the Human Evolution Podcast. Breanna shares why financial planners occupy one of the most influential seats in a client’s life — and why the future of financial advice extends far beyond investments and retirement projections. Together, they explore money psychology, identity, financial planner self-awareness, relational intelligence, and how advisors can become trusted guides helping clients align money with meaning. Whether you’re a student entering financial planning, an early-career advisor, or a seasoned professional looking to deepen client relationships, this episode delivers practical tools and thought-provoking insights to elevate your impact. Executive Producer: @Jadah Riley What You'll Learn • Why money is a tool—not the ultimate goal • How financial planners shape client decisions beyond financial plans • The importance of understanding your own money story and money scripts • Why relational intelligence matters in modern wealth management • Daily habits that improve clarity, confidence, and advisor effectiveness • How curiosity and self-awareness strengthen client relationships • Why younger planners bring unique value to the profession • The future of transformational financial advice Key Takeaways • Financial planning extends beyond numbers—it shapes lives • Why self-awareness helps advisors better serve clients • Understanding your own beliefs around money improves advice delivery • The future of financial advice is deeply human • How curiosity, consistency, and reflection strengthen leadership Episode Chapters 00:00 Welcome & Introduction 02:12 What money means and how perceptions evolve 06:15 Why wealth accumulation alone doesn’t create fulfillment 10:20 Becoming a guide instead of a problem solver 15:05 Identity, self-awareness, and advisor growth 19:42 Understanding money scripts and financial behaviors 23:55 Transformational client relationships vs transactional advice 28:11 Why younger advisors have an advantage 31:42 Meditation, routines, and building resilience 35:20 Morning habits for advisor performance 38:05 Final reflections on redefining wealth

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

FPA NexGen® — Thu, 14 May 2026 17:05:24 -0400

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 and Alison Miller, CFP welcome legendary CFP exam educator and financial advisor Brett Danko, CFP® for a powerful conversation on entrepreneurship, resilience, mentorship, and the evolving future of financial planning. Brett opens up about his journey from launching his own RIA and CFP® education business to helping thousands of professionals pursue CFP® certification. He shares lessons on leadership, delegation, mindset, emotional intelligence, and how life experiences reshaped his perspective on success, family, and work-life balance. The discussion also dives into CFP® exam preparation strategies, the psychology behind testing success, why empathy matters more than technical expertise, and how AI may reshape—but not replace—the advisor-client relationship. This episode is packed with practical insight, career guidance, and meaningful perspective for early-career advisors and experienced wealth management professionals alike. Executive Producer: @Jadah Riley What You’ll Learn Why mindset is critical for CFP® exam success How Brett Danko built a nationally recognized CFP® education business The role empathy plays in becoming a successful advisor Why delegation and leadership matter in scaling a firm How advisors can prepare for the future impact of AI Why relationships and reputation compound over time in this profession How life experiences can reshape your approach to career and balance Key Takeaways Why mindset and confidence are critical components of CFP® exam success The importance of storytelling and practical application when learning financial planning concepts How delegation and hiring the right people can strengthen both an RIA and an education business Why empathy and communication matter more than investment selection alone Lessons Brett Danko learned from entrepreneurship, leadership, and personal adversity How long-term relationships and personal reputation compound throughout a financial planning career Why younger advisors should embrace curiosity, adaptability, and continuous learning The evolving role of AI in financial planning—and why human connection still matters How advisors can create deeper client trust through goal-based financial planning Why finding alignment between career, purpose, and personal life is essential for long-term success Episode Chapters 00:00 – Introduction to Brett Danko,CFP® 03:12 – Building Danko Education and Early Career Lessons 08:45 – Delegation, Leadership, and Scaling a Business 15:18 – Family, Perspective, and Work-Life Balance 22:40 – Why Brett Became Passionate About Financial Planning 30:05 – CFP Exam Strategy and Mental Preparation 39:12 – The Psychology Behind Exam Success 46:08 – Becoming a Better Advisor Beyond Technical Knowledge 53:15 – AI, the Future of Financial Planning, and Industry Opportunities 57:48 – Final Advice for Next Generation Advisors

Career Pivot Playbook: Breaking Into Financial Planning from Any Industry

FPA NexGen® — Wed, 29 Apr 2026 18:08:00 -0400

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 into financial planning from entirely different industries. From engineering burnout to healthcare and entrepreneurship pivots, Emily and Wilson share honest insights into navigating uncertainty, overcoming imposter syndrome, and building a meaningful career in financial planning. Whether you're exploring a career shift or already making the leap, this episode offers practical guidance and inspiration for your journey. Executive Producer: @Jadah Riley What You’ll Learn How to successfully pivot into financial planning from any career The emotional and financial realities of starting over Why soft skills are a major advantage for career changers Strategies to land your first role in the industry How FPA NexGen supports career changers Key Takeaways Career changers bring valuable real-world perspective and client empathy Expect a temporary step back in title, pay, or confidence Networking and informational interviews are critical to breaking in The CFP® path builds credibility and confidence Immersion and consistency accelerate career growth Episode Timestamps 00:00 – Introduction & Career Changer Theme 02:10 – Emily & Wilson’s Unique Career Journeys 06:45 – First Steps Into Financial Planning 12:30 – The Psychological Shift of Starting Over 18:05 – Overcoming Imposter Syndrome 23:40 – Transferable Skills That Drive Success 28:15 – Technical vs. People Skills in Planning 31:50 – Breaking Into the Industry & Job Search Tips 35:20 – FPA NexGen Career Changer Resources

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

FPA NexGen® — Wed, 15 Apr 2026 17:15:00 -0400

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 successful career in financial planning. From the impact of AI on entry-level roles to the real path toward partnership, Kitces delivers practical, no-nonsense advice for early-career advisors navigating a rapidly evolving profession. Whether you're just starting out or positioning yourself for leadership, this episode is packed with insights you can act on immediately. At the core of it all? One simple truth: “there’s no substitute for getting the reps in.” What You’ll Learn How AI is reshaping—but not eliminating—entry-level advisor roles Why communication skills are your biggest long-term advantage The fastest way to accelerate your career early on What hiring managers actually look for in new planners How to position yourself for partnership and equity Why firm growth and alignment matter more than you think Key Takeaways AI is a tool for advisors—not a replacement for them Career growth comes from repetition and real client experience Passing the CFP® exam early significantly de-risks you as a candidate The best way to grow is to proactively seek opportunities—not wait for them Equity is earned by contributing to firm growth, not just service Alignment in vision, culture, and growth is critical for long-term success Episode Timestamps 00:00 – Introduction & Why This Episode Matters 02:15 – AI in Financial Planning: Threat or Opportunity? 07:40 – Why AI Enhances (Not Replaces) Associate Advisors 12:30 – The Importance of Communication & Client Trust 18:10 – “Get the Reps In”: Building Confidence Early 24:20 – How to Stand Out in a Competitive Hiring Market 31:45 – What Firms Actually Look for in New Advisors 38:10 – From Technical Skills to Client Leadership 43:20 – The Truth About Partnership & Equity Paths 49:10 – Choosing the Right Firm & Long-Term Fit 53:30 – Final Advice: Why This Career Is Worth It

Why Most Advisors Feel Unprepared—and How to Fix It

FPA NexGen® — Wed, 01 Apr 2026 23:52:27 -0400

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 a confident, client-facing financial planner. Patrick shares how early-career advisors can overcome imposter syndrome through preparation, repetition, and intentional learning. From shadowing experienced advisors to navigating real-life client complexities, this episode highlights the gap between technical knowledge and real-world application—and how to close it. If you're looking to accelerate your development, build credibility with clients, and step confidently into a lead advisor role, this episode delivers practical, experience-driven insights you can apply immediately. What You’ll Learn How to overcome imposter syndrome early in your career Why preparation is the ultimate confidence builder The importance of shadowing and real client exposure How to communicate value and handle client objections Why intentional learning accelerates advisor growth Key Takeaways Confidence is earned through repetition, not shortcuts Financial plans must adapt to real-life uncertainty Great advisors act as educators, not decision-makers Being busy isn’t the same as being effective Patience is a competitive advantage in your career Episode Timestamps 00:00 – Introduction & Patrick’s background 03:30 – Managing a $5M student investment fund 07:00 – Family experiences that shaped his career path 11:00 – When financial plans meet real life 15:00 – Lessons from lead advisors: patience & adaptability 19:30 – Building confidence through reps and preparation 23:00 – Overcoming imposter syndrome 26:45 – Transitioning into business development 30:30 – Handling objections and communicating value 33:45 – Intentional learning vs. “checking the box” 36:00 – Final thoughts on patience and long-term success

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

FPA NexGen® — Wed, 18 Mar 2026 17:02:00 -0400

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 NexGen committee. Lillian shares her path from financial scarcity and an unconventional start in the profession to launching her own firm, developing a life-planning-centered approach, and leading the next generation of financial planners.

This conversation explores what it really takes to build a career in financial planning when the path is not clear, how to identify alignment in your work, and why discomfort often becomes the catalyst for growth. Lillian also outlines her 2026 vision for FPA NexGen, including support for career changers, first-generation financial planners, and aspiring advisors seeking the right fit in the profession.

Executive Producer: @Jadah Riley

What You’ll Learn

How Lillian Turner built her career in financial planning from the ground up
Why alignment matters when choosing a firm or career path
What early-career advisors can do to move past imposter syndrome
How entrepreneurship reshaped Lillian’s view of financial planning
FPA NexGen’s 2026 priorities for career changers and aspiring planners

Key Takeaways

Growth often happens when you are pushed beyond your comfort zone
The right firm fit can shape both confidence and career trajectory
Authenticity and values can become a true competitive advantage
Career changers and first-generation planners need more visible pathways into the profession

Chapters

00:00 Welcome + introducing Lillian Turner

02:05 Wedding planning, spending, and the client experience mindset

06:10 How Lillian found financial planning without a clear roadmap

12:20 Breaking into the industry and navigating early career challenges

19:05 Moving to Arizona, firm culture, and learning what was not aligned

25:10 Becoming a lead advisor unexpectedly and growing through discomfort

29:20 Launching Daring Greatly Wealth and building a life-planning practice

33:05 How Lillian defines alignment, authenticity, and career fit

35:10 Lillian’s 2026 goals as FPA NexGen Chair

37:00 The “ignite” question: what accelerated her career

Ignite Your Financial Planning Career: Confidence, Content & Community

FPA NexGen® — Wed, 11 Mar 2026 17:00:00 -0400

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 growth by leaning into discomfort, developing their voice, and building community within the profession.

In this episode, the team discusses the pivotal habits and mindset shifts that helped accelerate their own careers—from volunteering with the Financial Planning Association (FPA) to creating content, asking uncomfortable questions, and learning how to receive feedback.

The conversation dives into the real skills that help financial planners grow faster in their first decade in the profession: confidence, curiosity, consistency, and the courage to put yourself in the room where growth happens.

If you’re an emerging advisor navigating the early stages of your financial planning career, this episode provides practical insights you can apply immediately.

What You’ll Learn

Why getting uncomfortable early can accelerate your career growth
How FPA involvement and networking can improve client communication
Why asking questions—even when unsure—builds professional confidence
How creating content can help advisors develop their unique voice
The importance of receiving feedback without defensiveness
How discipline and consistency compound over time in advisory careers

Key Takeaways

Getting uncomfortable early helps accelerate career growth.
Professional community involvement strengthens advisor development.
Asking questions builds confidence and deeper understanding.
Creating content helps advisors develop their voice.
Consistency and discipline compound over a career.
Learning to accept feedback accelerates professional growth.

Episode Chapters

00:00 – Welcome to Season 4 of The Blueprint

02:10 – The theme for this season: Ignite

04:15 – Why listener feedback will shape the season

06:05 – What accelerates a financial planning career?

08:40 – Getting involved with the Financial Planning Association (FPA)

12:05 – How professional communities improve client conversations

16:10 – Asking uncomfortable questions early in your career

20:05 – Building confidence through small career wins

23:10 – Why creating content helps advisors find their voice

26:35 – Developing your own financial planning style

30:10 – The power of discipline and consistency in career growth

32:30 – Why receiving feedback is a critical professional skill

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

FPA NexGen® — Wed, 21 Jan 2026 15:58:10 -0500

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 Zarrelli, CFP®, EA and Deshawn Peterson, CFP® turn the mic inward. Deshawn shares lessons from two years as a podcast host, exploring how consistency, discipline, and intentional effort compound into professional growth, stronger relationships, and long-term fulfillment. This episode dives into the behind-the-scenes realities of podcasting, career pivots, networking, and the often-overlooked skills that separate good advisors from great ones—like deep listening, focus, and learning to trust the process even when outcomes aren’t guaranteed. Whether you’re an early-career financial planner, a career changer, or someone navigating uncertainty in your professional journey, this conversation delivers timeless insights for building a career with purpose. What You’ll Learn Why passion often follows consistency—not inspiration How discipline beats motivation over the long run The role of listening in leadership and client relationships Lessons for career changers entering financial planning How small, simple habits compound into career success Key Takeaways Passion in your career is often built after consistent effort—not before it Discipline and routine matter more than motivation for long-term success Deep listening is a critical leadership and relationship-building skill Simple, repeatable habits compound into meaningful professional growth Career setbacks and missed opportunities provide valuable feedback when reviewed honestly Early-career advisors benefit from narrowing focus sooner rather than trying to do everything Merging personal values with professional life can create greater clarity and sustainability Episode Chapters 00:00 Why passion is built—not discovered 06:30 The hidden work behind launching and sustaining a podcast 12:45 Developing elite listening skills as a leader 20:10 Building genuine professional relationships 28:40 Discipline, motivation, and finding your “why” 38:15 Career pivots, setbacks, and learning from failure 49:30 Advice for early-career and career-changing advisors 57:00 Final reflections and Season 3 wrap-up

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

FPA NexGen® — Mon, 12 Jan 2026 23:11:00 -0500

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 financial planners can learn from real-world experience—long before passing the CFP® exam. Ian shares how getting involved in FPA leadership as a student helped him build a national network, land multiple internships, and compete at the highest level in the FPA Financial Planning Challenge. From creating a comprehensive financial plan to presenting it under pressure in front of industry professionals, Ian breaks down what the competition taught him about client communication, values-based planning, and the “art” of financial planning. The conversation also covers why Ian chose a dual major in economics and financial planning, how a psychology minor complements advisory work, and why asking better questions—not knowing all the answers—is the fastest way to grow in this profession. What You’ll Learn How FPA involvement accelerates early-career growth What judges look for in the Financial Planning Challenge Why client values matter more than optimization How to get the most out of internships Tips for students attending their first industry conference Key Takeaways Early real-world experience matters – Hands-on planning experience helps bridge the gap between coursework and client-facing work before earning the CFP® designation. FPA involvement accelerates careers – Student leadership and engagement create meaningful networking opportunities and open doors to internships and jobs. The Financial Planning Challenge mirrors real client meetings – Success requires clear communication, preparation, and a client-first mindset—not just technical accuracy. Client values matter more than optimization – The most mathematically “correct” solution isn’t always the best recommendation for the client. Strong communication separates great planners – Simplifying complex financial concepts builds trust and improves client understanding. Curiosity maximizes internship value – Asking thoughtful questions and learning directly from advisors leads to faster professional growth. Conferences build confidence and clarity – Industry events help students understand career paths, expand networks, and gain perspective early. Episode Chapters 00:00 – Introduction & Ian’s background 04:45 – Dual majors, psychology, and accelerated education 09:30 – What the FPA Financial Planning Challenge really tests 18:40 – Communicating complex advice to real clients 28:10 – Getting involved in FPA and restarting a student chapter 37:00 – How networking led to internships 46:15 – Why the “optimal” answer isn’t always the right one 55:00 – Conference advice for students & early-career advisors

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

FPA NexGen® — Mon, 22 Dec 2025 20:40:00 -0500

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® exam education. Matt shares how his background in social psychology and financial education has reshaped how future advisors should prepare for the CFP® exam — and why traditional, lecture-heavy study methods are failing today’s younger candidates. With the average age of CFP® candidates dropping rapidly, the way advisors learn, retain information, and manage test anxiety must evolve. This conversation goes far beyond exam tactics. Matt breaks down how to study smarter (not longer), why “mastering 80%” beats chasing perfection, and how early-career planners can navigate burnout, anxiety, and identity shifts while building long-term careers in financial planning. What You’ll Learn Why engagement is the prerequisite to learning How to study for the CFP® exam without burnout The “80% rule” that leads to higher pass rates How to manage test anxiety using psychology-backed techniques Why CFP® exam success doesn’t automatically equal real-world readiness How early-career advisors can thrive in a rapidly changing industry Episode Chapters 00:00 – Why engagement comes before learning 05:10 – Matt’s journey into financial education 12:45 – The changing CFP® candidate 19:30 – How teaching methods must change 27:40 – Pass the exam vs. learn everything 36:00 – Test anxiety & psychology-based strategies 47:20 – Ethics: the most underestimated CFP® topic 56:30 – Work-life balance during exam season 1:05:15 – CFP® knowledge vs. real-world advising 1:15:40 – The future of financial planning & AI 1:24:10 – Career adversity and long-term success

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

FPA NexGen® — Mon, 08 Dec 2025 05:00:00 -0500

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, career-change success story, advisor advocate, recruiter, coach, podcast host, and “industry troublemaker”—about how Next Gen advisors can build careers that are both profitable and aligned. Alanah unpacks the true landscape of the industry—banks, wires, IBDs, RIAs, and “pseudo-independent” models—through her “efficient frontier” lens of risk and reward. She also walks through how advisors can break up with their broker-dealer, decode contracts, and negotiate compensation with more clarity and confidence. If you’re an early-career or G2 advisor wondering whether you’re in the right place, this episode is your playbook. What You'll Learn: How to think about your career like a portfolio: risk vs. reward The difference between captive, independent, and “pseudo-independent” firms How to recognize when you’re misaligned with your firm or team Practical steps for breakaways, lift-outs, and career pivots How to prepare for compensation conversations (beyond just asking for a raise) Creative ways to structure your role, benefits, and growth path Key Takeaways: Why Next Gen financial advisors need to understand the full industry landscape (banks, wirehouses, independent broker-dealers, RIAs, and “pseudo-independent” firms) before making a career move. How to think about your financial planning career path using an “efficient frontier” framework—balancing career risk and reward instead of just chasing a big-name firm. What it really means to be “misaligned” with your firm, and how G2 and associate advisors can recognize red flags around culture, control, and unclear succession or partnership paths. Practical guidance on breaking up with your broker-dealer or captive firm: understanding non-competes, non-solicits, non-accepts, and why clients often still choose to follow their advisor. How early-career advisors can prepare for compensation negotiations—using market data, benchmarking, and creative asks (PTO, remote work, licenses, conferences, mentorship) to grow income and opportunity. Why thinking of yourself as the “sports agent of your own career” helps you make smarter moves as a Next Gen wealth management professional, not just accept the first or easiest path. How hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP and guest Alanah Phillips, MBA frame advisor success as making more money, having more fun, and building a career in financial planning that’s truly aligned. Chapters: 00:00 The “efficient frontier” of your advisor career 03:14 Meet Alanah Phillips, MBA & her “industry troublemaker” mindset 07:32 Acting as a “sports agent” for financial advisors 12:45 Mapping the industry landscape: banks, wires, IBDs & RIAs 18:50 Alanah’s career change: from Starbucks to advisor advocate 24:30 What alignment really looks like for a financial advisor 30:40 Contracts, non-competes, non-solicits & non-accepts explained 38:55 How much risk do you really need to take to go independent? 44:10 Preparing for compensation and promotion conversations 51:05 Creative negotiation: beyond base salary and payout grids 56:20 Final advice for Next Gen advisors feeling “stuck”

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

FPA NexGen® — Mon, 24 Nov 2025 05:00:00 -0500

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 in real time. From students and career changers to firm owners, AI innovators, legacy-planning founders, and CFP Board leadership, this episode reveals what the next generation is learning, questioning, and creating as financial planning evolves. What You’ll Learn Why financial planning’s youth as a profession creates massive opportunity for NexGen advisors How students are choosing personal financial planning for its human impact Why career changers succeed — and how transferable skills translate into planning How the CFP® certification has become a client expectation What legacy planning truly includes beyond wills, trusts, and insurance How AI tools give advisors back 8–12 hours/week Why marketing platforms like Snappy Kraken accelerate early-career growth What firm owners are really hiring for (core values > résumé) How conferences compound your career through community and repeated exposure Why FPA’s new CEO says NexGen’s work is directly shaping the profession’s future Takeaways Financial planning is still young — which means NexGen has influence now, not later. Students and early-career advisors should lean into community as their accelerant. Career changers succeed when they align values, curiosity, and empathy with planning. The CFP® remains the gold standard: clients ask for it by name. Legacy planning requires organization, communication, and preparation — not just documents. AI is here to augment advisors, not replace them — especially when human connection stays central. Marketing is a business investment: growth, visibility, and valuation all depend on it. Firms hire for character: ambition, humility, and service mindset stand out. Conferences create the highest ROI for NexGen: connections, mentorship, and clarity. Chapters 00:00 — Welcome to FPA Annual 2025 02:12 — Annual vs. FPA NexGen Gathering: deeper content & broader ecosystem 05:40 — How Mike & Deshawn approach the conference as learners + leaders 03:13 — Interview: Noelle Lancaster — choosing planning & building student experience 05:04 — Interview: Zocks AI (Annie Ganousis) — AI myths, CRM integrations & time savings 08:18 — Interview: Snappy Kraken (Mary Rose Eagan) — marketing as a growth catalyst 22:30 — Interview: Michael Pumphrey, MS, CFP®, AFC® , EA — confidence, community & first-time conference tips 13:30 — Interview: Jump AI (Dallin Burningham) — using data, trends, and human connection 15:25 — Interview: James Serrano, CFP — content creation & finding your authentic voice 17:41 — Interview: Soma (Farah) — legacy planning beyond documents 21:09 — Interview: Josh Pierce, CFP®, CEPA® — building an RIA, getting fired, values-based hiring 25:06 — Interview: Eddie Bruegger (CSUF) — choosing planning & learning through conferences 28:11 — Interview: Leo Ortega — discovering career paths & the power of networking 31:09 — Interview: Dr. Jolly Jian (CFP Board) — the rising importance of the CFP® 33:47 — Interview: Akron Students (Gavin & Isaac) — advanced sessions & early insights 36:48 — Interview: FPA CEO Dennis Moore — community, NexGen, and shaping the future 39:41 — Hosts’ recap: biggest lessons, favorite sessions & one-word summaries 40:15 — Closing thoughts & why NexGen drives tomorrow’s profession

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

FPA NexGen® — Mon, 10 Nov 2025 19:38:00 -0500

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 being fired at 28 to leading a team of nearly 60. We dig into time-blocking, OKRs, and the “hungry, humble, human” hiring filter—plus how content and empathy compound faster than cold calls. What You’ll Learn How to design your week with time blocking that actually holds A simple OKR + “Top 3” stack to avoid reactive days The 3 H’s hiring lens and how to embody them Why platform building (YouTube, podcast, classes) beats random prospecting The four domains every advisor must master: technical, investments, financial psychology, self-leadership Takeaways Replace multitasking with dedicated “content, team, and strategy” days. Use annual → quarterly → weekly “Top 3” priorities to stay out of the “combat zone.” Build a platform (YouTube, podcast, classes) that attracts ideal clients. Hire and be hungry, humble, human. Master four domains: technical, investments, financial psychology, self-leadership. Chapters 00:00 Intro & why self-leadership is your ceiling 02:01 YouTube routine: “Content Wednesdays” in ~3–4 hrs/week 05:12 Time blocking: team vs. content vs. strategy days 08:45 In the business vs. on the business; client transition 12:40 OKRs & the Weekly “Top 3” 17:10 Fired at 28 → launching Root in 2017 21:18 Lifestyle practice vs. building a team 25:02 First clients: platform + SmartVestor leads 29:30 If starting in 2025: pick a platform that fits you 33:05 Hiring filter: Hungry, Humble, Human 36:18 AI’s role: augment, don’t replace advisors 40:22 Standing out: the 4 domains of mastery 45:10 Practical goal setting that actually sticks 49:00 Closing & where to find Root Ready

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

FPA NexGen® — Mon, 27 Oct 2025 17:00:00 -0400

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®, Financial Advisor at Wealthspire Advisors, to unpack how she’s navigated growth, adaptability, and brand-building in the modern advisory profession. Julie shares how leaning into community, embracing M&A transitions, and showing up authentically on social media helped her accelerate her career—all while staying true to her “why” as an advisor. What You’ll Hear How Future Proof and FPA NexGen create space for real advisor connection Julie’s “LinkedIn playbook” for authentic networking How Instagram became her financial education hub The lessons she learned from M&A Why your niche should evolve as you do Takeaways Community compounds: conferences + local involvement = new mentors. Educational, authentic content builds credibility faster than polish. M&A can expand career opportunities if you stay flexible and curious. Define your niche through purpose Chapters 00:00 Intro & host welcome (Mike Zarelli & Deshawn Peterson, CFP®) 02:10 Future Proof’s energy and community focus 07:30 Julie’s journey: from intern to Wealthspire advisor 12:40 LinkedIn networking tips that actually build relationships 18:55 Financial education on Instagram: creating value without burnout 25:40 Social media ROI and realistic expectations 31:10 Thriving through M&A and evolving firm cultures 39:20 Advisor niches: from athletes to women in transition 45:15 Finding your niche without the early-career pressure 52:00 Building your personal brand within a larger RIA 58:30 Industry awards, mentorship, and inspiration 1:04:10 Top conferences for Nex Gen advisors 1:10:00 Life outside advising: nature, sports, and staying grounded 1:14:20 Hosts’ reflections & close If you’re new here Subscribe for more candid, career-building conversations for NexGen financial planners. Drop a comment with your biggest takeaway!

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

FPA NexGen® — Mon, 13 Oct 2025 17:00:00 -0400

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-facing financial planner to Director of Operations (and on track for COO) after her firm doubled in size. She unpacks building workflows from scratch, leading through a merger, advocating for your role, and why community—FPA chapters and mastermind groups—accelerates growth. You’ll learn: How to spot (and claim) an operations leadership opportunity in a small RIA The first processes to build when a firm scales or merges What makes a mastermind group actually stick (commitment + accountability) When a niche helps marketing—and when it doesn’t define your whole book Designations vs. real client reps: where to invest your early-career energy Quote to remember: “Growth happens at the edge of your comfort zone—but confidence comes from counting your small wins.” If this helped you, follow the show and leave a rating so more Next Gen planners can find it. Chapters 00:00 Intro & Haley’s move to NC 04:10 From planner to Director of Operations 09:45 Doubling the firm wins & challenges 14:20 Advocating for your role (without the imposter spiral) 19:30 FPA community & leadership reps 24:15 Mastermind groups that stick 29:10 Designations: CFP®, CPFA & what matters early 34:40 Niches (dentists, 401(k)s) — marketing vs. reality 40:05 Showing up in the “big room” with confidence 45:10 Third space, burnout, and recharging 48:30 Haley’s superpower & close If you’re new here Subscribe for candid, practice-building conversations for Next Gen financial planners. Drop a comment with your biggest takeaway—what process will you build first?

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

FPA NexGen® — Mon, 29 Sep 2025 17:00:00 -0400

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 anniversary of FPA, and the energy at Gathering has never been stronger. In this special episode of The Blueprint: An FPA NextGen Podcast, we bring you conversations with attendees ranging from first-timers to industry veterans who’ve built multi-decade careers. From stories of career changers breaking into financial planning, to seasoned leaders reflecting on mentorship and succession, this episode captures what makes Gathering unique: community, connection, and the in-between conversations that spark lifelong friendships and professional growth. What You’ll Hear in This Episode:

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

FPA NexGen® — Mon, 15 Sep 2025 17:00:00 -0400

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-hosts Alison Miller, CFP®, and executive producer Jadah Riley, expanding the conversation and perspectives shaping the future of our profession. Alison, a Wealth Advisor and second-generation planner, shares her unique career path—how she went from considering dentistry to finding her calling in financial planning. She discusses the mentors and FPA community support that guided her decision to pursue the CFP® designation. Jadah, a floating Associate Wealth Advisor and career-changer, opens up about navigating imposter syndrome, the discomfort of starting over, and how leaning into mentorship and the NexGen community helped her build confidence and direction in the field. This episode is a must-listen for early-career financial advisors and career changers looking for real stories of resilience, mentorship, and growth. The discussion covers: • Why mentorship and community are essential in the first five years of your career • How to embrace discomfort and imposter syndrome as signs of growth • The role of emotional intelligence in building client trust and long-term success • Why there’s no single “right” path to becoming a successful financial planner With new voices behind the mic, Season 3 will spotlight diverse journeys, personal growth, and the skills that define successful next-gen advisors.

Episode #23: Caleb Brown, CFP®

FPA NexGen® — Sun, 20 Jul 2025 23:00:27 -0400

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 unique journey from struggling new grad to becoming a leader in placing next-generation talent at fee-only RIAs.

We cover:

How Caleb balances three careers at once
Why the CFP® designation remains the gold standard
Common mistakes job seekers and firm owners make during hiring
What candidates should really look for in a first job (hint: it’s not just salary!)
The evolving career paths in financial planning and why the RIA channel continues to grow

Whether you’re a student, career changer, or firm owner, this episode is packed with insights on career growth, practice management, and building a meaningful career in financial planning.

Connect with Caleb: New Planner Recruiting | New Planner Podcast

Listen in and get practical takeaways for your career in financial planning!

Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®

FPA NexGen® — Mon, 07 Jul 2025 01:00:00 -0400

In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Dominic Monk, CFP®, CIMA®, and partner at The Hedley Hoeger Group at Baird.

Dominic shares his journey from growing up without financial stability to becoming a leader in wealth management—and why he always knew he wanted to be a financial advisor.

We dive into:

His early start in financial planning through Ohio University’s CFP® program
The power of mentorship and intentional career planning
His transition from client assistant to partner
How his team integrates advanced planning and life coaching to serve high-net-worth families
Why designations like the CFP®, CIMA®, and CPWA® have helped build confidence and credibility
The reality of partnership—beyond the title

If you're thinking about ownership, building multi-generational relationships, or bringing more meaning to your planning process, this one’s for you.

Episode #21: Landon Warmund, CFP®, CSLP®

FPA NexGen® — Mon, 23 Jun 2025 01:00:00 -0400

In this episode, we’re joined by Landon Warmund, CFP®, CSLP® and 2025 FPA NexGen Chair.

Landon shares his journey from Kansas State student to building his own independent financial planning practice, with a focus on serving school district employees and navigating student loan planning. He discusses the early challenges of growing a book of business, including grassroots marketing, direct mail, and client education.

Landon also highlights his passion for developing student communities and broadening access to financial planning at schools without CFP® programs. He talks about the importance of being intentional with your time, leaning on your network, and creating space for balance through routines and personal interests like his local running club.

His commitment to thoughtful planning comes through clearly in this wide-ranging conversation.

Episode #20: Colin Day, CFP®, EA

FPA NexGen® — Mon, 09 Jun 2025 01:26:00 -0400

On this episode of The Blueprint, hosts Deshawn Peterson and Mike Zarrelli sit down with Colin Day, CFP®, a Financial Planner at Mercer Advisors and active FPA leader. Colin opens up about his journey from working in banking to becoming a nationally recognized voice in the financial planning profession.

He shares his experiences navigating burnout, finding the courage to pivot, and discovering the power of vulnerability in both leadership and life.

Colin also discusses his role within FPA, his advocacy for mental health in the profession, and the importance of making room for authenticity in an industry that often favors polish over realness.

Whether you're a new planner figuring out your path or a veteran rethinking what success looks like, Colin’s story is a refreshing reminder that growth begins when you start showing up as yourself.

Episode #19: Paul Gaudio, CFP®

FPA NexGen® — Mon, 26 May 2025 01:00:00 -0400

In this episode of The Blueprint, hosts Deshawn Peterson and Mike Zarrelli sit down with Paul Gaudio, CFP®, a client advisor at Crestwood Advisors and NexGen Chair of FPA New England.

Paul opens up about his early skepticism toward designations like the CFP®, how industry involvement shaped his career, and why taking out the trash at his first job helped him stand out. He shares reflections from FPA's Gathering, discusses the power of mentorship, and explores how staying “comfortably uncomfortable” fuels growth.

Plus, Paul talks about running marathons, prioritizing wellness, and building authentic connections in an industry that often defaults to networking over drinks.

Whether you're a student, a new planner, or someone looking to lead with purpose, Paul’s story is a reminder to stay curious, stay committed, and keep running toward the next big thing.

Episode #18: Victoria O'Tool

FPA NexGen® — Tue, 13 May 2025 03:24:00 -0400

In this episode, hosts Deshawn Peterson and Mike Zarrelli sit down with Victoria O’Tool, a finance major and President of the FPA student chapter at the University of Alabama. Victoria shares her inspiring journey from being a self-described introvert to becoming a bold student leader and advocate for financial planning.

She discusses how solo travel and public speaking pushed her outside her comfort zone and into a growth mindset. Victoria details how she revitalized her FPA chapter—growing it from 15 members to 88 paid members in under a year—through strategic marketing, digital signage, speaker events, firm visits, and a robust mentorship program.

Victoria also opens up about her personal path to discovering financial planning through early conversations with her father, a military upbringing, and her relentless drive to make a meaningful impact in people’s lives. Her story illustrates the power of taking initiative, seeking mentorship, and embracing discomfort as a catalyst for personal and professional growth.

Episode #17: Noah Gay

FPA NexGen® — Mon, 14 Apr 2025 01:23:00 -0400

In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Mike Zarrelli and Deshawn Peterson sit down with Noah Gay, Associate Advisor at Savant Wealth Management, to explore what it really looks like to launch a career in financial planning in 2025.

Noah shares his transition from a small-town community college student to a University of Illinois graduate, emphasizing the pivotal role mentorship played in discovering the financial planning profession. He reflects on the often-overlooked human side of the job—behavioral coaching, emotional support, and becoming a trusted resource for clients through life’s ups and downs.

Beyond the desk, Noah talks about how powerlifting with his wife helps him stay grounded and recharge during busy seasons, especially while preparing for the CFP® exam. His insights into time management, burnout prevention, and defining success on your own terms offer valuable takeaways for any next-gen advisor navigating the early stages of their career.

Episode #16: Hannah Moore, CFP®

FPA NexGen® — Mon, 31 Mar 2025 01:31:00 -0400

In this episode of The Blueprint: An FPA NexGen® Podcast, Mike and Deshawn sit down with Hannah Moore, CFP®, founder of Amplified Planning and creator of The Externship.

Hannah shares her journey, professional challenges, and the purpose behind her work.

You’ll hear about:

How simple client conversations can have transformational impact
Building scalable systems without losing human connection
The burnout moment that changed everything
Why the first five years in this profession matter most — and how we can do better

Whether you're looking to grow in your career, expand your impact, or support the next generation of planners, Hannah's story will leave you inspired.

Learn more about The Externship below:

amplifiedplanning.com/externship

#FPA #NextGen #FinancialPlanning #CareerJourney #FinancialWellness #TheBlueprintPodcast

Episode# 15: Gloria Garcia-Cisneros, CFP®

FPA NexGen® — Mon, 17 Mar 2025 01:31:45 -0400

In this episode of The Blueprint, hosts Mike Zarrelli and Deshawn Peterson sit down with Gloria Garcia-Cisneros, CFP®, a Wealth Manager at LourdMurray, to discuss her journey as a first-generation professional in the financial planning industry.

Gloria shares how her personal experiences shaped her career, from navigating personal finance as a first generation immigrant to becoming a CFP®. She opens up about overcoming imposter syndrome, building confidence, and finding mentorship in a male-dominated industry.

She also breaks down her career transitions across different-sized firms, the importance of social capital in professional growth, and how young advisors can advocate for themselves.

Episode #14: "Student Edition" with Alayna Woodall and Adam Taylor

FPA NexGen® — Mon, 03 Mar 2025 01:00:00 -0500

In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli sit down with Alayna Woodall and Adam Taylor, two Virginia Tech seniors majoring in financial planning. They discuss their journey into the profession, their experiences with Virginia Tech’s Financial Planning program, and the mentorship and networking opportunities that helped shape their career paths. The conversation also dives into CFP exam prep, job hunting, internships, and the value of FPA Next Gen involvement. Ultimately, the episode takes an exciting turn where Alayna and Adam interview Mike and Deshawn with pressing questions from a student's perspective.

Episode #13: Odaro Aisueni, CFP®

FPA NexGen® — Sun, 02 Mar 2025 01:00:00 -0500

Financial Planning with Odaro – A Different Kind of Mix

In this episode, we dive into the world of financial planning with Odaro Aisueni, a financial professional by day and DJ by night. Odaro shares his journey into financial planning, the importance of building wealth early, and how he helps clients navigate their financial futures. From budgeting and investing to long-term wealth strategies, we discuss the mindset shifts needed to achieve financial success. Tune in for an engaging conversation that blends financial wisdom with real-world insights, offering valuable takeaways for anyone looking to improve their financial well-being.

Episode #12: Cody Garrett, CFP®

FPA NexGen® — Mon, 03 Feb 2025 01:00:00 -0500

In today's episode of The Blueprint, we sit down with Cody Garrett, CFP®, a career changer whose journey from music to financial planning is spectacular to hear. Cody shares his insights on the transformative power of giving without expecting in return, drawing from one of his favorite books: The Go-Giver by Bob Burg. We dive into his passion for music—ranging from Motown gospel to big band jazz—and explore how these influences shape his personal and professional life. Tune in for a heartfelt conversation about kindness, authenticity, and the rhythms that inspire Cody’s approach to life and financial planning.

Episode #11: Julie Johnson and Jack Heintzelman

FPA NexGen® — Mon, 11 Nov 2024 07:53:00 -0500

In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli are joined by Julie Johnson and Jack Heintzelman, two financial professionals passionate about fostering the next generation of advisors. The conversation delves into the importance of advocating for oneself, cultivating next-gen talent, and bridging the gap between seasoned professionals and emerging advisors. Julie shares her experiences as a former advisor turned coach, emphasizing the value of curiosity and collaboration in leadership. Jack recounts his journey into financial planning, highlighting how mentorship, continuous learning, and relationship-building have been crucial in his career development. Together, they explore strategies for firms to support young talent and the critical role of trust in client relationships.

Key themes include:

The evolving landscape of financial advising.
Building pathways for young professionals.
The impact of mentorship and continuous professional growth.

Episode #10: Colin Overweg

FPA NexGen® — Mon, 28 Oct 2024 01:30:00 -0400

In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli sit down with Colin Overweg, founder and CEO of Advize Wealth Management, to explore his journey from insurance sales to establishing a successful independent advisory firm. Colin shares how his frustrations with outdated financial industry practices and clunky brokerage systems inspired him to launch a client-centric, technology-forward wealth management service.

Colin offers a candid look at the challenges he faced, including cashing out his 401(k) and moving back in with his parents to reduce costs as he built his firm from the ground up. He dives into his innovative flat-fee model, designed for high-income young professionals, and reflects on the unique difficulties of balancing client relationships with business operations.

Colin also discusses the power of content creation, sharing how platforms like TikTok have helped him connect with new clients and expand his reach. Looking forward, he's excited about the potential of online courses and other scalable services to make financial planning accessible to more people. Colin wraps up the episode with valuable advice for aspiring financial planners: follow your curiosity, stay authentic, and never stop learning.

Episode #09: Kimberly Mamaril

FPA NexGen® — Mon, 14 Oct 2024 01:16:00 -0400

In this episode of The Blueprint, Deshawn Peterson and Mike Zarrelli chat with Kimberly Mamaril of Los Olas Capital Advisors about her career journey and lessons learned along the way. Kim highlights the importance of betting on yourself, especially when you consider that others are betting on you as well. She discusses her vision to elevate the financial planning profession to the level of doctors and lawyers, pushing the industry upward. Kim also opens up about her personal story, including how she passed the CFP® exam only to be let go from her firm the next day, proving that career paths aren't always linear—but believing in yourself can pave the way for future success.

Episode #08: Blake Pinyan

FPA NexGen® — Mon, 30 Sep 2024 01:00:00 -0400

In this episode of The BluePrint: An FPA NexGen® Podcast, we’re excited to have Blake Pinyan, CFP®, EA, and 2024 President of FPA NexGen, as our guest. As a financial planner at Anchor Bay Capital and a dedicated leader in the NexGen community, Blake offers a unique blend of professional expertise and a passion for fostering growth in the financial planning profession.

Blake shares his journey, insights into his leadership vision for FPA NexGen, and what it means to create meaningful change in the industry. He also encourages listeners to take bold steps, offering the key message of putting yourself out there. You don't have to have all the answers. Growth comes from stepping into opportunities, embracing challenges, and learning as you go.

Whether you’re an emerging planner or a seasoned professional, this episode is full of actionable advice on leadership, growth, and making an impact in the financial planning space. Don’t miss it!

Episode #07: Jolisa Gonzalez

FPA NexGen® — Mon, 16 Sep 2024 00:01:00 -0400

In this captivating episode of The Blueprint: An FPA NexGen® Podcast, we are excited to host Jolisa Gonzalez, a visionary Latina professional who is making significant strides in the financial industry.

Jolisa talks about the importance of pro bono work and her relationship with SER - an organization that focuses on supporting, educating, and recharging individuals in the latino community through the power of financial planning.

In addition to her research and professional contributions, Jolisa reveals her role in creating engaging video content for her firm. She explains how video has become a powerful tool for communicating complex financial concepts, connecting with clients, and enhancing the firm’s outreach efforts. Jolisa shares her experiences and strategies for producing high-quality, informative videos that resonate with a diverse audience.

Throughout the episode, Jolisa also reflects on how her Latino heritage shapes her approach to both her professional work and content creation. She emphasizes the importance of diversity and representation in financial communications and the role of multimedia in making finance more accessible and engaging.

Listeners will gain valuable insights into the intersection of finance, research, and digital media. Tune in to learn how Jolisa Gonzalez is leveraging her skills and background to drive innovation in financial services and reach a broader audience through compelling video content.

Episode #06: Michael Kitces and Nichole Graham at FPA NexGen Gathering 2024

FPA NexGen® — Fri, 06 Sep 2024 01:00:00 -0400

In our final installment of the "FPA NexGen® Gathering" series, check out Nichole Graham, our 2024 NexGen Gathering Co-Chair, as she ask questions from the audience for Michael Kitces.

Episode #05: G2 Adviser Summit at FPA NexGen Gathering 2024

FPA NexGen® — Thu, 05 Sep 2024 01:00:00 -0400

Join us for the third installment of the "FPA NexGen Gathering" series, as Riley Saunders steps from behind the booth to interview attendees of Gathering, specifically those that are 2nd generation financial planners.

Riley is a second generation CFP® and wants to uncover how other 2nd generation financial planners navigate having family in the business.

At the top of the video, Riley speaks with Deshawn Peterson about lessons learned from both his father and figures outside of the financial planning industry.

Later, Chris Wise discusses the impact on his life when it came to passive family financial socialization, the ripple effect of keeping finances one-sided in a partnership, and the importance of having grit in the world of personal finance.

Eliana Carrier shares her holistic approach to financial planning, balancing personal authenticity with professional customs, and the unique experience of attending conferences with her father.

Jason Kane offers career guidance for those with relatives in the industry, highlighting the benefits of broadening one's professional perspective by gaining experience with different companies, rather than just following in a relative's footsteps.

Amanda Diaz speaks on the need to set boundaries at work with her Mom, the importance of making financial planning accessible to a younger clientele, and embracing authenticity at your practice.

Allyson Flournoy reflects on her Mom's resilience while studying for the CFP®, her own "full circle" moment, and how her friends' successes are a source of inspiration in her life.

Episode #04: Student Edition! at FPA NexGen Gathering 2024

FPA NexGen® — Wed, 04 Sep 2024 01:00:00 -0400

Join Mike and Deshawn as they sit down with students who are studying financial planning at their respective universities.

In today's episode, you will find our second issue of the "FPA NexGen® Gathering" series. Deshawn and Mike were lucky enough to meet students who were willing to share their unique perspectives that come from being new to the field of financial planning. Whether it's the importance of finding a mentor in your career, why they chose to be in the field of financial planning, or the lessons obtained by attending FPA's NexGen® Gathering conference, you won't want to miss this episode.

These students truly are the next generation!

Episode #03: Attendee Interviews at FPA NexGen Gathering 2024

FPA NexGen® — Tue, 03 Sep 2024 01:00:00 -0400

In today's episode of The Blueprint: An FPA NexGen® podcast, we get to hear first hand from attendees of FPA's NexGen® Gathering conference.

Deshawn and Mike sit down with several financial planners from all over the country and ask a few questions on why they decided to go to Gathering, what shaped their views towards finance, and why community or "finding your tribe" is critical towards forward progress in your career.

Further reflections from attendees dove into the lessons they have already retained while at NexGen® Gathering and what they plan to carry over to their respective firms.

We are dividing all our interviews from the conference into four parts, to be gradually released every day this week, as part of the "FPA NexGen® Gathering" series.

Episode #02: Lizbeth G. Menjivar-Muñoz

FPA NexGen® — Mon, 19 Aug 2024 00:01:00 -0400

In this engaging episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Lizbeth G. Menjivar-Muñoz, an Investment Consultant at Fidelity. Lizbeth masterfully juggles the demanding world of finance with the joys and challenges of motherhood.

Lizbeth opens up about her journey into the financial sector, sharing how she carved out her path in a competitive industry and what motivates her to excel at her role.

Lizbeth shares heartfelt anecdotes about the balancing act of managing her career while being a devoted mother. Lizbeth discusses the strategies she employs to maintain a healthy work-life balance, how she navigates the complexities of working in a high-stakes field while ensuring quality time with her family, and the personal growth she’s experienced through these dual roles.

Listeners will find inspiration in Lizbeth’s ability to merge career success with personal fulfillment. Her practical advice and candid reflections provide a valuable perspective for anyone striving to harmonize professional ambitions with family life.

Tune in for an episode full of insights, personal stories, and practical tips on managing the delicate balance between a demanding career and a fulfilling home life.

Episode #01: with Deshawn Peterson and Mike Zarrelli

FPA NexGen® — Fri, 09 Aug 2024 12:00:00 -0400

Welcome to "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, invite you into the dynamic world of financial planning.

In the intro episode, they share their vision for the podcast: a platform to explore the journeys and experiences of the next generation of financial planners.

Mike and Deshawn dive into their own personal stories, emphasize the podcast's mission to inspire, and educate listeners through candid conversations.

Mike and Deshawn also speak with Riley Saunders, CFP®, the podcast's producer. They highlight his role in creating content and fostering meaningful discussions that resonate with both aspiring and established financial planners.

Episode #00: A Preview of The Blueprint: An FPA NexGen® Podcast

FPA NexGen® — Wed, 07 Aug 2024 15:28:00 -0400

In this trailer episode, listen as our co-host, Mike Zarrelli, CFP®, EA, details what he hopes to achieve by starting a new podcast with FPA NexGen®.