Jun 26, 2026 · not_requested
Trust Your Gut: How Nicole Graham Built a Career on Her Own Terms
- Duration seconds
- 1993
Podcast
The Blueprint: An FPA NexGen® Podcast
- Author
- FPA NexGen®
- Feed episode count
- 43
- Official site
- https://podcast.show/3746755/
Summary
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
Jun 11, 2026 · not_requested
How Chris Wise Is Reinventing Financial Planning with Health, Wealth & Purpose
- Duration seconds
- 2594
May 27, 2026 · not_requested
Beyond Money: Breanna Rae Blaney on Wealth, Identity & Financial Planning
- Duration seconds
- 2385
May 14, 2026 · not_requested
Brett Danko on Passing the CFP Exam and Building a Meaningful Career
- Duration seconds
- 3468
Apr 29, 2026 · not_requested
Career Pivot Playbook: Breaking Into Financial Planning from Any Industry
- Duration seconds
- 2296
Apr 15, 2026 · not_requested
Michael Kitces on AI, Career Growth & Winning as a NextGen Advisor
- Duration seconds
- 3328
Apr 2, 2026 · not_requested
Why Most Advisors Feel Unprepared—and How to Fix It
- Duration seconds
- 2352
Mar 18, 2026 · not_requested
Lillian Turner on Launching a Firm and Leading FPA NexGen in 2026
- Duration seconds
- 2287
Mar 11, 2026 · not_requested
Ignite Your Financial Planning Career: Confidence, Content & Community
- Duration seconds
- 2149
Jan 21, 2026 · not_requested
Why Passion Comes After the Work: Lessons from Two Years Behind the Mic
- Duration seconds
- 1620
Jan 13, 2026 · not_requested
How FPA Involvement Helped This Student Land Internships and Gain Career Clarity
- Duration seconds
- 1705
Dec 23, 2025 · not_requested
Why Most CFP® Candidates Fail (And the Smarter Way to Pass)
- Duration seconds
- 2300
Dec 8, 2025 · not_requested
From Starbucks to Industry Troublemaker: Designing a Career You Actually Love
- Duration seconds
- 2577
Nov 24, 2025 · not_requested
AI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025
- Duration seconds
- 2676
Nov 11, 2025 · not_requested
From Fired at 28 to 50+ Staff: James Conole, CFP® on Self-Leadership & Scale
- Duration seconds
- 2660
Oct 27, 2025 · not_requested
Grow Without Burning Out: Julie Penwell’s Path to Authentic Success
- Duration seconds
- 2115
Oct 13, 2025 · not_requested
Finding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)
- Duration seconds
- 1825
Sep 29, 2025 · not_requested
Make the Handshakes: Voices, Mentors & Momentum at FPA NexGen 2025
- Duration seconds
- 3373
Sep 15, 2025 · not_requested
Season 3 Kickoff: New Voices, New Stories in Financial Planning
- Duration seconds
- 1928
Jul 21, 2025 · not_requested
Episode #23: Caleb Brown, CFP®
- Duration seconds
- 2532
Jul 7, 2025 · not_requested
Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®
- Duration seconds
- 2575
Jun 23, 2025 · not_requested
Episode #21: Landon Warmund, CFP®, CSLP®
- Duration seconds
- 2624
Jun 9, 2025 · not_requested
Episode #20: Colin Day, CFP®, EA
- Duration seconds
- 2799
May 26, 2025 · not_requested
Episode #19: Paul Gaudio, CFP®
- Duration seconds
- 2441
May 13, 2025 · not_requested
Episode #18: Victoria O'Tool
- Duration seconds
- 2174
Apr 14, 2025 · not_requested
Episode #17: Noah Gay
- Duration seconds
- 2037