The Blueprint: An FPA NexGen® Podcast
1) Why Most CFP® Candidates Fail (And the Smarter Way to Pass)
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®, Chief Strategy Officer at Danko Education and a lead...Show More
2) From Starbucks to Industry Troublemaker: Designing a Career You Actually Love
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, EA and Deshawn Peterson, CFP talk with Alanah Philli...Show More
3) AI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025
In this Blueprint | FPA NexGen episode hosts Mike Zarrelli, EA, CFP® and
4) From Fired at 28 to 50+ Staff: James Conole, CFP® on Self-Leadership & Scale
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 behin...Show More
5) Grow Without Burning Out: Julie Penwell’s Path to Authentic Success
Early-career advisors often ask: How do I grow faster without burning out?
6) Finding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)
In this Blueprint | FPA Nex Gen episode, Haley Ellis, CFP® and Certified Plan Fiduciary Advisor, joins hosts Mike Zarrelli, CFP®, and Deshawn Peterson, CFP®, to share how she successfully transitioned...Show More
7) Make the Handshakes: Voices, Mentors & Momentum at FPA NexGen 2025
From Orlando’s FPA NextGen Gathering 2025, CFP® professionals Deshawn Peterson, Alison Miller, and Mike Zarrelli capture the stories, lessons, and energy of this year’s event. This milestone year mark...Show More
8) Season 3 Kickoff: New Voices, New Stories in Financial Planning
Season 3 of The Blueprint & FPA NexGen® Podcast launches with fresh energy, new voices, and a stronger focus on the next generation of financial planners. Hosts Deshawn Peterson and Mike Zarrelli are ...Show More
9) 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 advisor, and adjunct faculty at the University of Geor...Show More
10) Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®
In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Dominic Monk, CFP®, CIMA®, and partner at The Hedley Hoeger Group at Baird.Dominic shares his journey from growing up without...Show More