{"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":"Individual Impact & Long-Term Partnerships with Joseph Yoon | Financial Planner Search","slug":"individual-impact-long-term-partnerships-with-joseph-yoon-financial-planner-search","published_at":"2026-04-16T23:25:02+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/individual-impact-long-term-partnerships-with-joseph-yoon-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/f91d60607eb1798d2bc36c7ecbc4f2d5719de92505fd8709e9dd52fad22603b9/eyJlcGlzb2RlSWQiOiI4NGY4Y2YxYS01YmI5LTRiZDAtYjM3Ny02NzE5NThmZWU3MmUiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllMTBmNzgxNjcxZTVlYzk5NWNkNDZhL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE2X18xOC0zNC0wLm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/f91d60607eb1798d2bc36c7ecbc4f2d5719de92505fd8709e9dd52fad22603b9/eyJlcGlzb2RlSWQiOiI4NGY4Y2YxYS01YmI5LTRiZDAtYjM3Ny02NzE5NThmZWU3MmUiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllMTBmNzgxNjcxZTVlYzk5NWNkNDZhL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE2X18xOC0zNC0wLm1wMyJ9.mp3","summary":"In this episode of Financial Planner Search, Joseph Yoon shares his journey through the financial planning industry and his evolution toward a practice centered on individual impact. Joseph discusses his philosophy of building deep, long-term relationships that go beyond simple asset management to become true financial partnerships. He offers a specialized look into mid-career financial planning, addressing the unique needs and questions of clients during their most critical earning years. Joseph also highlights the importance of professional certifications and experience in providing high-level guidance, detailing an onboarding process designed to foster trust and ensure ongoing engagement. Takeaways Focused Individual Impact Building Life-Long Financial Partnerships Chapters 00:00 Introduction and Practice Background 07:22 Defining Client Types and the Financial Partnership 14:25 The Strategy Behind Mid-Career Financial Planning 27:38 The Value of Professional Certifications and Experience You can find them at: https://www.qmadvisors.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 #midcareerplanning #financialpartnership","meta_description":"In this episode of Financial Planner Search, Joseph Yoon shares his journey through the financial planning industry and his evolution toward a practice ce…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2261,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/individual-impact-long-term-partnerships-with-joseph-yoon-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/individual-impact-long-term-partnerships-with-joseph-yoon-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}