{"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":"From Fired at 28 to 50+ Staff: James Conole, CFP® on Self-Leadership & Scale","slug":"from-fired-at-28-to-50-staff-james-conole-cfp-on-self-leadership-scale","published_at":"2025-11-11T00:38:00+00:00","page_url":"https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/from-fired-at-28-to-50-staff-james-conole-cfp-on-self-leadership-scale","show_page_url":"https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229","url":"https://podcast.show/3746755/episode/149816435/","audio_url":"https://media.blubrry.com/3746755/content.blubrry.com/3746755/TBAFNP-2025-11-10-039.mp3","summary":"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…","meta_description":"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,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2660,"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/from-fired-at-28-to-50-staff-james-conole-cfp-on-self-leadership-scale/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/from-fired-at-28-to-50-staff-james-conole-cfp-on-self-leadership-scale.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}