Description
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.
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...
Published 11/11/24
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...
Published 10/28/24