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

Page: https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/how-chris-wise-is-reinventing-financial-planning-with-health-wealth-purpose
Text version: https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/how-chris-wise-is-reinventing-financial-planning-with-health-wealth-purpose.md
Podcast: [The Blueprint: An FPA NexGen® Podcast](https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229)
Published: 2026-06-11T22:09:00+00:00
Episode link: https://podcast.show/3746755/episode/153965296/
Audio file: https://media.blubrry.com/3746755/content.blubrry.com/3746755/TBAFNP-2026-06-11-052.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-blueprint-an-fpa-nexgen-podcast-6984229/episodes/how-chris-wise-is-reinventing-financial-planning-with-health-wealth-purpose
Duration seconds: 2594

## Resource

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 inv…

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