Podcast Episodes

Back to Search
Trust Your Gut: How Nicole Graham Built a Career on Her Own Terms
Trust Your Gut: How Nicole Graham Built a Career on Her Own Terms

Episode 43

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® welcome Nichole Graham CFP®, CDFA Finan…

6 hours ago

Short Long
View Episode
How Chris Wise Is Reinventing Financial Planning with Health, Wealth & Purpose
How Chris Wise Is Reinventing Financial Planning with Health, Wealth & Purpose

Episode 42

In this inspiring episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with entrepreneur an…

2 weeks ago

Short Long
View Episode
Beyond Money: Breanna Rae Blaney on Wealth, Identity & Financial Planning
Beyond Money: Breanna Rae Blaney on Wealth, Identity & Financial Planning

Episode 41

What if financial planning wasn’t just about accumulating wealth — but helping clients intentionally design their lives? In this episode of The Blue…

4 weeks, 1 day ago

Short Long
View Episode
Brett Danko on Passing the CFP Exam and Building a Meaningful Career
Brett Danko on Passing the CFP Exam and Building a Meaningful Career

Episode 40

What does it take to build a successful career in financial planning while staying grounded in purpose, relationships, and service? In this episode …

1 month, 1 week ago

Short Long
View Episode
Career Pivot Playbook: Breaking Into Financial Planning from Any Industry
Career Pivot Playbook: Breaking Into Financial Planning from Any Industry

Episode 38

In this special Career Changers edition of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with E…

1 month, 3 weeks ago

Short Long
View Episode
Michael Kitces on AI, Career Growth & Winning as a NextGen Advisor
Michael Kitces on AI, Career Growth & Winning as a NextGen Advisor

Episode 37

In this special episode of The Blueprint | An FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with industry pione…

2 months, 1 week ago

Short Long
View Episode
Why Most Advisors Feel Unprepared—and How to Fix It
Why Most Advisors Feel Unprepared—and How to Fix It

Episode 36

n this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with Patrick Marcinko, CFP® Lea…

2 months, 3 weeks ago

Short Long
View Episode
Lillian Turner on Launching a Firm and Leading FPA NexGen in 2026

Episode 35

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP® , EA and Alison Miller, CFP® sit down with Lillian Turner, CFP® , R…

3 months, 1 week ago

Short Long
View Episode
Ignite Your Financial Planning Career: Confidence, Content & Community
Ignite Your Financial Planning Career: Confidence, Content & Community

Episode 35

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…

3 months, 2 weeks ago

Short Long
View Episode
Why Passion Comes After the Work: Lessons from Two Years Behind the Mic
Why Passion Comes After the Work: Lessons from Two Years Behind the Mic

Episode 33

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 reflec…

5 months ago

Short Long
View Episode

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us