{"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":"Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search","slug":"empowering-business-owners-through-comprehensive-planning-with-sal-perez-financial-planner-search","published_at":"2026-05-11T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/empowering-business-owners-through-comprehensive-planning-with-sal-perez-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/43319728b55d8f6837f21676b83c2a3287f14571f789a7f82eaf924c62f8a932/eyJlcGlzb2RlSWQiOiJhOTBmN2E0OS1kODk0LTRkYWItYWY3Zi0wNjYyYjRmNTVjNWUiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmMGU1ZTFiYzMzZjNhZjk4Y2YxZThmL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTI4X18xOC01Mi00OS5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/43319728b55d8f6837f21676b83c2a3287f14571f789a7f82eaf924c62f8a932/eyJlcGlzb2RlSWQiOiJhOTBmN2E0OS1kODk0LTRkYWItYWY3Zi0wNjYyYjRmNTVjNWUiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmMGU1ZTFiYzMzZjNhZjk4Y2YxZThmL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTI4X18xOC01Mi00OS5tcDMifQ==.mp3","summary":"In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee, Florida, to building a national wealth management firm. Sal discusses how his Hispanic background, where money was often considered a taboo subject, inspired his \"calling\" to improve financial literacy and help others reach their goals. His practice specializes in serving early to mid-stage business owners and entrepreneurs, moving them from reactive \"after the fact\" tax situations to proactive, comprehensive financial strategies. Sal emphasizes the importance of adaptability, operating under the philosophy that an advisor should \"be like water\" and the critical role of trust and persuasion in getting clients to act on beneficial recommendations. Takeaways Comprehensive Wealth Strategy: Moving beyond simple investments to cover tax, estate, and benefit planning. Proactive Entrepreneurial Support: Helping business owners scale and mitigate tax bills before they become a burden. Chapters 00:00 Introduction and Origin Story 06:25 The \"After the Fact\" Trap: Reactive vs. Proactive Planning 10:42 Client Acquisition: Leveraging Referrals and Social Media 12:53 Scaling a Firm: From Solopreneur to Team Leadership 16:21 The Art of Persuasion: Tailoring the Message to the Client 21:29 Lessons from Vanguard and Professional Development 23:53 Onboarding Process: The 15-Minute Discovery to Full Execution 30:29 How to Connect with Totem Wealth Management You can find them at: https://totemwealthmanagement.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 #entrepreneurship #taxstrategy #finan…","meta_description":"In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1861,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/empowering-business-owners-through-comprehensive-planning-with-sal-perez-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/empowering-business-owners-through-comprehensive-planning-with-sal-perez-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}