{"podcast":{"title":"Financial Planner Search","slug":"financial-planner-search-7777021","podcast_index_feed_id":7777021,"rss_url":"https://api.riverside.fm/hosting/0EbIOsof.rss","website_url":"https://www.wilnaudesign.com/","image_url":"https://hosting-media.riverside.com/media/podcasts/594d7db1-d86b-483b-937e-9104ef41504d/logos/ccaa6669-220c-4d9f-a64f-fe76af984b3c.png","author":"Gregory Wilnau","episode_count":28,"summary":"Finding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for. Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.","last_synced_at":"2026-06-24T04:18:10.462286+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021"},"episode":{"title":"Architectural Wealth Design and the \"Henry\" Client with Jason Sherr | Financial Planner Search","slug":"architectural-wealth-design-and-the-henry-client-with-jason-sherr-financial-planner-search","published_at":"2026-06-09T10:41:52+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/architectural-wealth-design-and-the-henry-client-with-jason-sherr-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/57326edad26f144052e87b6d0daa0bd14d37520118ef58f4b29cc8699414de4e/eyJlcGlzb2RlSWQiOiJjZGJmZTgxNi05NjZjLTQ2NjItYThkZS03NzI1MWNlODkzMWEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExZWZmZmZkMzJlYjJjOTRmMDg5YTQ1L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi02LTJfXzE4LTgtMzEubXAzIn0=.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/57326edad26f144052e87b6d0daa0bd14d37520118ef58f4b29cc8699414de4e/eyJlcGlzb2RlSWQiOiJjZGJmZTgxNi05NjZjLTQ2NjItYThkZS03NzI1MWNlODkzMWEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExZWZmZmZkMzJlYjJjOTRmMDg5YTQ1L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi02LTJfXzE4LTgtMzEubXAzIn0=.mp3","summary":"In this episode of Financial Planner Search , Jason Sherr, founder of Stratefi Wealth Management , explains how his background in architecture at UC Berkeley shaped his unique approach to \"designing\" financial plans. Jason views himself as the \"quarterback\" or Financial Director for his clients, ensuring that every piece of their financial life, from tax strategy to risk management, is coordinated so they can focus on what truly matters. He discusses the specific needs of \"Henrys\" (High Earners, Not Rich Yet), the importance of flat-fee planning for those still building their assets, and why retirement is a significant identity shift that requires more than just numerical preparation. Takeaways The Architectural Approach: Using design principles to build a plan that accounts for goals, existing structures, and future growth. Attitude Over Assets: Why finding the right \"attitudinal fit\" is more important for a long-term partnership than a specific net worth. Chapters 00:00 Introduction and the \"Architecture\" of Financial Planning 06:02 Client Acquisition, Onboarding, and the \"Quarterback\" Model 12:00 Understanding \"Henrys\" and the Mental Shift of Retirement 18:02 Practice Growth: Solving the CPA and Trust Attorney Shortage 24:08 Controlling the Controllables: Behavior and Relationship Management You can find them at: https://www.stratefiwealth.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/","meta_description":"In this episode of Financial Planner Search , Jason Sherr, founder of Stratefi Wealth Management , explains how his background in architecture at UC Berke…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1685,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/architectural-wealth-design-and-the-henry-client-with-jason-sherr-financial-planner-search/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-planner-search-7777021/architectural-wealth-design-and-the-henry-client-with-jason-sherr-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}