# Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search

Page: https://stenobird.com/podcast/financial-planner-search-7777021/remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search
Text version: https://stenobird.com/podcast/financial-planner-search-7777021/remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search.md
Podcast: [Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021)
Published: 2026-04-23T18:00:00+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/a0cffe3ece69a635218781ac7c635c09d80341fcad2247d58c0c4cb38c4b07c6/eyJlcGlzb2RlSWQiOiIzYzU4YjM5ZS1jMzAxLTQwMjAtYTQ0My0zOWZhZWQ5MjVlZmYiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkN2NhZjdlNjY2YTA4Y2QyNzA4NzQzL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTlfXzE3LTUxLTE5Lm1wMyJ9.mp3
Audio file: https://api.riverside.com/hosting-analytics/media/a0cffe3ece69a635218781ac7c635c09d80341fcad2247d58c0c4cb38c4b07c6/eyJlcGlzb2RlSWQiOiIzYzU4YjM5ZS1jMzAxLTQwMjAtYTQ0My0zOWZhZWQ5MjVlZmYiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkN2NhZjdlNjY2YTA4Y2QyNzA4NzQzL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTlfXzE3LTUxLTE5Lm1wMyJ9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search
Duration seconds: 2086

## Resource

In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep, trust-based relationships in a digital-first world. Jonathan shares his insights on scaling a remote financial practice while ensuring that core values and client "dreams" remain at the center of every conversation. He outlines a transparent financial planning process designed to address the unique questions of today’s clients, emphasizing that a successful plan is built on commitment and shared values rather than just market returns. Takeaways Scaling Remote Financial Advising Integrating Core Values and Dreams into Planning Chapters 00:00 Introduction and Practice Overview 10:53 Addressing Evolving Client Needs and Questions 21:07 Commitment to Clients and Value-Based Planning 28:00 The Financial Planning Process Walkthrough You can find them at: http://paradigmwp.com If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/ #financialplanning #finance #financialplannersearch #remoteadvising #wealthmanagement #jonathanbednar

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## Transcript

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