The Blueprint: An FPA NexGen® Podcast

FPA NexGen®
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The Blueprint: An FPA NexGen® Podcast

Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, 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.

Épisodes

  1. 11 NOV.

    Episode #11: Julie Johnson and Jack Heintzelman

    In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli are joined by Julie Johnson and Jack Heintzelman, two financial professionals passionate about fostering the next generation of advisors. The conversation delves into the importance of advocating for oneself, cultivating next-gen talent, and bridging the gap between seasoned professionals and emerging advisors. Julie shares her experiences as a former advisor turned coach, emphasizing the value of curiosity and collaboration in leadership. Jack recounts his journey into financial planning, highlighting how mentorship, continuous learning, and relationship-building have been crucial in his career development. Together, they explore strategies for firms to support young talent and the critical role of trust in client relationships.Key themes include:* The evolving landscape of financial advising.* Building pathways for young professionals.* The impact of mentorship and continuous professional growth.

    50 min

  2. 28 OCT.

    Episode #10: Colin Overweg

    In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli sit down with Colin Overweg, founder and CEO of Advize Wealth Management, to explore his journey from insurance sales to establishing a successful independent advisory firm. Colin shares how his frustrations with outdated financial industry practices and clunky brokerage systems inspired him to launch a client-centric, technology-forward wealth management service.Colin offers a candid look at the challenges he faced, including cashing out his 401(k) and moving back in with his parents to reduce costs as he built his firm from the ground up. He dives into his innovative flat-fee model, designed for high-income young professionals, and reflects on the unique difficulties of balancing client relationships with business operations.Colin also discusses the power of content creation, sharing how platforms like TikTok have helped him connect with new clients and expand his reach. Looking forward, he's excited about the potential of online courses and other scalable services to make financial planning accessible to more people. Colin wraps up the episode with valuable advice for aspiring financial planners: follow your curiosity, stay authentic, and never stop learning.

    45 min

  3. 14 OCT.

    Episode #09: Kimberly Mamaril

    In this episode of The Blueprint, Deshawn Peterson and Mike Zarrelli chat with Kimberly Mamaril of Los Olas Capital Advisors about her career journey and lessons learned along the way. Kim highlights the importance of betting on yourself, especially when you consider that others are betting on you as well. She discusses her vision to elevate the financial planning profession to the level of doctors and lawyers, pushing the industry upward. Kim also opens up about her personal story, including how she passed the CFP® exam only to be let go from her firm the next day, proving that career paths aren't always linear—but believing in yourself can pave the way for future success.

    42 min

  4. 30 SEPT.

    Episode #08: Blake Pinyan

    In this episode of The BluePrint: An FPA NexGen® Podcast, we’re excited to have Blake Pinyan, CFP®, EA, and 2024 President of FPA NexGen, as our guest. As a financial planner at Anchor Bay Capital and a dedicated leader in the NexGen community, Blake offers a unique blend of professional expertise and a passion for fostering growth in the financial planning profession.Blake shares his journey, insights into his leadership vision for FPA NexGen, and what it means to create meaningful change in the industry. He also encourages listeners to take bold steps, offering the key message of putting yourself out there. You don't have to have all the answers. Growth comes from stepping into opportunities, embracing challenges, and learning as you go.Whether you’re an emerging planner or a seasoned professional, this episode is full of actionable advice on leadership, growth, and making an impact in the financial planning space. Don’t miss it!

    38 min

  5. 16 SEPT.

    Episode #03: Jolisa Gonzalez

    In this captivating episode of The Blueprint: An FPA NexGen® Podcast, we are excited to host Jolisa Gonzalez, a visionary Latina professional who is making significant strides in the financial industry.Jolisa talks about the importance of pro bono work and her relationship with SER - an organization that focuses on supporting, educating, and recharging individuals in the latino community through the power of financial planning.In addition to her research and professional contributions, Jolisa reveals her role in creating engaging video content for her firm. She explains how video has become a powerful tool for communicating complex financial concepts, connecting with clients, and enhancing the firm’s outreach efforts. Jolisa shares her experiences and strategies for producing high-quality, informative videos that resonate with a diverse audience.Throughout the episode, Jolisa also reflects on how her Latino heritage shapes her approach to both her professional work and content creation. She emphasizes the importance of diversity and representation in financial communications and the role of multimedia in making finance more accessible and engaging.Listeners will gain valuable insights into the intersection of finance, research, and digital media. Tune in to learn how Jolisa Gonzalez is leveraging her skills and background to drive innovation in financial services and reach a broader audience through compelling video content.

    45 min

  6. 6 SEPT.

    Episode #06: Michael Kitces and Nichole Graham at FPA NexGen Gathering 2024

    In our final installment of the "FPA NexGen® Gathering" series, check out Nichole Graham, our 2024 NexGen Gathering Co-Chair, as she ask questions from the audience for Michael Kitces.

    59 min

  7. 5 SEPT.

    G2 Adviser Summit at FPA NexGen Gathering 2024

    Join us for the third installment of the "FPA NexGen Gathering" series, as Riley Saunders steps from behind the booth to interview attendees of Gathering, specifically those that are 2nd generation financial planners. Riley is a second generation CFP® and wants to uncover how other 2nd generation financial planners navigate having family in the business. At the top of the video, Riley speaks with Deshawn Peterson about lessons learned from both his father and figures outside of the financial planning industry.Later, Chris Wise discusses the impact on his life when it came to passive family financial socialization, the ripple effect of keeping finances one-sided in a partnership, and the importance of having grit in the world of personal finance.Eliana Carrier shares her holistic approach to financial planning, balancing personal authenticity with professional customs, and the unique experience of attending conferences with her father.Jason Kane offers career guidance for those with relatives in the industry, highlighting the benefits of broadening one's professional perspective by gaining experience with different companies, rather than just following in a relative's footsteps.Amanda Diaz speaks on the need to set boundaries at work with her Mom, the importance of making financial planning accessible to a younger clientele, and embracing authenticity at your practice.Allyson Flournoy reflects on her Mom's resilience while studying for the CFP®, her own "full circle" moment, and how her friends' successes are a source of inspiration in her life.

    1 h

  8. 4 SEPT.

    Episode #04: Student Edition! at FPA NexGen Gathering 2024

    Join Mike and Deshawn as they sit down with students who are studying financial planning at their respective universities. In today's episode, you will find our second issue of the "FPA NexGen® Gathering" series. Deshawn and Mike were lucky enough to meet students who were willing to share their unique perspectives that come from being new to the field of financial planning. Whether it's the importance of finding a mentor in your career, why they chose to be in the field of financial planning, or the lessons obtained by attending FPA's NexGen® Gathering conference, you won't want to miss this episode. These students truly are the next generation!

    20 min

  9. 3 SEPT.

    Episode #03: Attendee Interviews at FPA NexGen Gathering 2024

    In today's episode of The Blueprint: An FPA NexGen® podcast, we get to hear first hand from attendees of FPA's NexGen® Gathering conference. Deshawn and Mike sit down with several financial planners from all over the country and ask a few questions on why they decided to go to Gathering, what shaped their views towards finance, and why community or "finding your tribe" is critical towards forward progress in your career. Further reflections from attendees dove into the lessons they have already retained while at NexGen® Gathering and what they plan to carry over to their respective firms.We are dividing all our interviews from the conference into four parts, to be gradually released every day this week, as part of the "FPA NexGen® Gathering" series.

    47 min

  10. 19 AOÛT

    Episode #02: Lizbeth G. Menjivar-Muñoz

    In this engaging episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Lizbeth G. Menjivar-Muñoz, an Investment Consultant at Fidelity. Lizbeth masterfully juggles the demanding world of finance with the joys and challenges of motherhood.Lizbeth opens up about her journey into the financial sector, sharing how she carved out her path in a competitive industry and what motivates her to excel at her role.Lizbeth shares heartfelt anecdotes about the balancing act of managing her career while being a devoted mother. Lizbeth discusses the strategies she employs to maintain a healthy work-life balance, how she navigates the complexities of working in a high-stakes field while ensuring quality time with her family, and the personal growth she’s experienced through these dual roles.Listeners will find inspiration in Lizbeth’s ability to merge career success with personal fulfillment. Her practical advice and candid reflections provide a valuable perspective for anyone striving to harmonize professional ambitions with family life.Tune in for an episode full of insights, personal stories, and practical tips on managing the delicate balance between a demanding career and a fulfilling home life.

    45 min

  11. 9 AOÛT

    Episode #01: with Deshawn Peterson and Mike Zarrelli

    Welcome to "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, invite you into the dynamic world of financial planning.In the intro episode, they share their vision for the podcast: a platform to explore the journeys and experiences of the next generation of financial planners.Mike and Deshawn dive into their own personal stories, emphasize the podcast's mission to inspire, and educate listeners through candid conversations.Mike and Deshawn also speak with Riley Saunders, CFP®, the podcast's producer. They highlight his role in creating content and fostering meaningful discussions that resonate with both aspiring and established financial planners.

    20 min

  12. BANDE-ANNONCE SAISON 1

    Episode #00: A Preview of The Blueprint: An FPA NexGen® Podcast

    In this trailer episode, listen as our co-host, Mike Zarrelli, CFP®, EA, details what he hopes to achieve by starting a new podcast with FPA NexGen®.

    1 min

Bande-annonce

Notes et avis

5
sur 5
6 notes

À propos

Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, 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.

Informations

  • Création
    FPA NexGen®
  • Années d’activité
    2 k
  • Épisodes
    12
  • Classification
    Tous publics
  • Copyright
    © Copyright 2024 The Blueprint: An FPA NexGen® Podcast
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    The Blueprint: An FPA NexGen® Podcast

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