{"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":"Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search","slug":"remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search","published_at":"2026-04-23T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/a0cffe3ece69a635218781ac7c635c09d80341fcad2247d58c0c4cb38c4b07c6/eyJlcGlzb2RlSWQiOiIzYzU4YjM5ZS1jMzAxLTQwMjAtYTQ0My0zOWZhZWQ5MjVlZmYiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkN2NhZjdlNjY2YTA4Y2QyNzA4NzQzL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTlfXzE3LTUxLTE5Lm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/a0cffe3ece69a635218781ac7c635c09d80341fcad2247d58c0c4cb38c4b07c6/eyJlcGlzb2RlSWQiOiIzYzU4YjM5ZS1jMzAxLTQwMjAtYTQ0My0zOWZhZWQ5MjVlZmYiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkN2NhZjdlNjY2YTA4Y2QyNzA4NzQzL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTlfXzE3LTUxLTE5Lm1wMyJ9.mp3","summary":"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","meta_description":"In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep, trust…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2086,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/remote-advising-value-driven-planning-with-jonathan-bednar-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/remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}