Podcast Episodes
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How FPA Involvement Helped This Student Land Internships and Gain Career Clarity
Episode 32
In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP sit down with Ian Mueller, a senior at…
5 months, 1 week ago
Why Most CFP® Candidates Fail (And the Smarter Way to Pass)
Episode 31
In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP sit down with Matt Goren, PhD, CFP®, C…
6 months ago
From Starbucks to Industry Troublemaker: Designing a Career You Actually Love
Episode 30
Early in your career, choosing (or staying with) the wrong firm can be the biggest source of hidden risk. In this conversation, Mike Zarrelli, CFP, E…
6 months, 2 weeks ago
AI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025
Episode 29
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 captu…
7 months ago
From Fired at 28 to 50+ Staff: James Conole on Self-Leadership & Scale
Episode 28
James Conole, CFP®, founder & CEO of Root Financial Partners and host of the Root Ready podcast, joins hosts Mike Zarelli, CFP®, EA and Deshawn Peter…
7 months, 2 weeks ago
Grow Without Burning Out: Julie Penwell’s Path to Authentic Success
Episode 27
Early-career advisors often ask: How do I grow faster without burning out? In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zare…
7 months, 4 weeks ago
Finding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)
Episode 26
In this Blueprint | FPA Nex Gen episode, Haley Ellis, CFP® and Certified Plan Fiduciary Advisor, joins hosts Mike Zarrelli, CFP®, and Deshawn Peterso…
8 months, 1 week ago
Make the Handshakes: Voices, Mentors & Momentum at FPA NexGen 2025
Episode 25
From Orlando’s FPA NextGen Gathering 2025, CFP® professionals Deshawn Peterson, Alison Miller, and Mike Zarrelli capture the stories, lessons, and en…
8 months, 4 weeks ago
Season 3 Kickoff: New Voices, New Stories in Financial Planning
Season 3 Episode 24
Season 3 of The Blueprint & FPA NexGen® Podcast launches with fresh energy, new voices, and a stronger focus on the next generation of financial plan…
9 months, 1 week ago
Episode #23: Caleb Brown, CFP®
In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial adv…
11 months ago