Season 3 Kickoff: New Voices, New Stories in Financial Planning

Описание: 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 joined by new co-hosts Alison Miller, CFP®, and executive producer Jadah Riley, expanding the conversation and perspectives shaping the future of our profession.

Alison, a Wealth Advisor and second-generation planner, shares her unique career path—how she went from considering dentistry to finding her calling in financial planning. She discusses the mentors and FPA community support that guided her decision to pursue the CFP® designation.

Jadah, a floating Associate Wealth Advisor and career-changer, opens up about navigating imposter syndrome, the discomfort of starting over, and how leaning into mentorship and the NexGen community helped her build confidence and direction in the field.

This episode is a must-listen for early-career financial advisors and career changers looking for real stories of resilience, mentorship, and growth. The discussion covers:
• Why mentorship and community are essential in the first five years of your career
• How to embrace discomfort and imposter syndrome as signs of growth
• The role of emotional intelligence in building client trust and long-term success
• Why there’s no single “right” path to becoming a successful financial planner

With new voices behind the mic, Season 3 will spotlight diverse journeys, personal growth, and the skills that define successful next-gen advisors.