{"podcast":{"title":"The Blueprint: An FPA NexGen® Podcast","slug":"the-blueprint-an-fpa-nexgen-podcast-6984229","podcast_index_feed_id":6984229,"rss_url":"https://feeds.blubrry.com/feeds/3746755.xml","website_url":"https://podcast.show/3746755/","image_url":"https://assets.blubrry.com/coverart/orig/3746755-492296.jpg","author":"FPA NexGen®","episode_count":43,"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.","last_synced_at":"2026-06-27T02:20:17.820592+00:00","page_url":"https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229"},"episode":{"title":"AI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025","slug":"ai-nexgen-and-the-future-of-financial-planning-key-insights-from-inside-fpa-annual-conference-2025","published_at":"2025-11-24T10:00:00+00:00","page_url":"https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/ai-nexgen-and-the-future-of-financial-planning-key-insights-from-inside-fpa-annual-conference-2025","show_page_url":"https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229","url":"https://podcast.show/3746755/episode/150191697/","audio_url":"https://media.blubrry.com/3746755/content.blubrry.com/3746755/TBAFNP-2025-11-24-040.mp3","summary":"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…","meta_description":"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 th…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2676,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-blueprint-an-fpa-nexgen-podcast-6984229/episodes/ai-nexgen-and-the-future-of-financial-planning-key-insights-from-inside-fpa-annual-conference-2025/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/ai-nexgen-and-the-future-of-financial-planning-key-insights-from-inside-fpa-annual-conference-2025.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}