The Blueprint: An FPA NexGen® Podcast

What helps a financial planning career move forward when confidence is still catching up? In this conference edition of The Blueprint | FPA NexGen® Podcast, Mike Zarrelli, CFP®, EA and Alison Miller, CFP® bring listeners into conversations at FPA Gather in Dallas about finding mentors, building relationships, and taking the next career step. Guests include senior financial planner and tax practice manager Blake Pinion CFP®, EA , firm partner C.J. Miller CFP®, RMA®, CPWA®, and students, career c

The Blueprint | FPA NexGen® Podcast opens season five with a candid career conversation featuring Mike Zarrelli, CFP®, EA, Alison Miller, CFP®, and Executive Producer Jadah Riley. Rather than a traditional guest interview, the team reflects on lessons from season four and shares what they are learning as their own careers continue to evolve. For early-career advisors focused on financial planning career growth, this episode gets practical about landing a first financial planning job, building a

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with Andrew Mirolli, CEPA® Co-Founder and Head of Client Services at buyAUM.com, to explore one of the financial planning profession’s biggest opportunities: RIA succession planning. Andrew explains how early-career financial planners can position themselves to become trusted successors, build more valuable advisory practices, and earn the confidence of senior advisors. The con

Taxes influence virtually every financial planning recommendation, yet many advisors hesitate to make tax planning part of their client experience. In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP®welcome Stephen Jarvis, CPA, founder of Retirement Tax Services, for an in-depth conversation about bridging the gap between financial planners and tax professionals. Stephen explains why every advisor should incorporate tax awareness into the

In this episode of The Blueprint | An FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® welcome Seth Streeter, Co-Founder and Chief Impact Officer of Mission Wealth, for an inspiring conversation about what it truly means to help clients build wealth. Drawing from his own entrepreneurial journey and decades of experience serving clients, Seth explains why the future of financial planning extends far beyond investment management. He introduces his powerful 12 Dimensions o

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® welcome Nichole Graham CFP®, CDFA Financial Analyst at Wellspring Divorce Advisors and Financial Advisor at Regista Financial Strategies. Nichole shares how trusting her intuition transformed her career, allowing her to embrace remote work, contract opportunities, and a rewarding specialization in divorce financial planning. She opens up about moving across the country, building communit