# The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search

Page: https://stenobird.com/podcast/financial-planner-search-7777021/the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search
Text version: https://stenobird.com/podcast/financial-planner-search-7777021/the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search.md
Podcast: [Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021)
Published: 2026-03-26T18:00:00+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/b99948b0a4f569bc1a0e29fb7fcda6ca4a8578d768b0aa471ce04db9df463ca3/eyJlcGlzb2RlSWQiOiI2ZjI3YzA2Yi00OWU4LTQ3MjAtYmUxMi1lMzU4MDUzZDEyMTgiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjk0MzFlOWIwMjVhNzVmM2VmZjk0ZmY2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNS0xMi0xN19fMjItMjAtMjcubXAzIn0=.mp3
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Duration seconds: 2462

## Resource

In this episode, William Pitney, founder of Focus You, shares his deeply personal journey from tragedy to becoming a financial professional who prioritizes the human element of wealth. William discusses his philosophy of moving beyond spreadsheets to create a "judgment-free zone" where clients feel safe sharing their stories. He explains how understanding a client’s unique history allows for more tailored, effective recommendations and fosters higher levels of engagement. Whether you’re a client looking for a more empathetic approach or a professional looking to deepen your practice, William’s insights on professional development and the emotional weight of money are essential listening. Takeaways Understanding the Human Side of Money Creating a Judgment-Free Client Experience Chapters 00:00 Introduction and Background 08:49 Creating a Judgment-Free Zone 18:34 Understanding Client Stories 23:44 Getting to Know Clients as Individuals 34:37 Professional Development and Research You can find them at: http://focusyou.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 #wealthmanagement #behavioralfinance

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