{"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":"The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Search","slug":"the-boutique-advantage-managing-fear-and-trust-with-allen-harris-financial-planner-search","published_at":"2026-03-31T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/the-boutique-advantage-managing-fear-and-trust-with-allen-harris-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/3b15364fd487d2be85f5ed3b7fbb65a45fb07ede16ddc6962e1431c15f935f95/eyJlcGlzb2RlSWQiOiIyMTcyYTAwMS04YTI4LTQyMDEtOTZiYy1mYjdlNDI5NzBjYTAiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjk1ZDY3MWFiOWZiZDRiMDAxMDc3MmRhL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi0xLTZfXzIwLTQ4LTQxLm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/3b15364fd487d2be85f5ed3b7fbb65a45fb07ede16ddc6962e1431c15f935f95/eyJlcGlzb2RlSWQiOiIyMTcyYTAwMS04YTI4LTQyMDEtOTZiYy1mYjdlNDI5NzBjYTAiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjk1ZDY3MWFiOWZiZDRiMDAxMDc3MmRhL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi0xLTZfXzIwLTQ4LTQxLm1wMyJ9.mp3","summary":"In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in wealth management. Allen shares insights on how boutique firms offer unique advantages by prioritizing deep, personal relationships over volume. He dives into his strategies for helping clients overcome financial fear, the importance of a rigorous onboarding process, and why patience is the ultimate tool for long-term investment success. Takeaways Navigating the Psychology of Client Fear The Strategic Benefits of Boutique Firms Why Client \"Fit\" Matters More Than Firm Size Chapters 00:00 Introduction and Specialization 08:30 Overcoming Client Fear 18:02 Boutique Firm Benefits 24:09 Client Onboarding and Financial Planning 33:24 Investment Patience and Encouragement You can find them at: http://berkshiremm.com If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at https://wilnaudesign.com/ #financialplanning #finance #financialplannersearch #wealthmanagement #boutiqueadvisor","meta_description":"In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in weal…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2165,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/the-boutique-advantage-managing-fear-and-trust-with-allen-harris-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/the-boutique-advantage-managing-fear-and-trust-with-allen-harris-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}